Unathi Ndlebe
Cape Town
Summary
Results-driven Bank Customer Service Representative with strengths in assessing customer needs and providing tailored solutions. Excellent negotiation skills with solid history of exceeding client expectations. Demonstrates passion for building long-term customer relationships.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sales Development Representative
Tranzact Insurance Solutions
- Conducting phone call to our clients list of cold & warm leads in order to close them as customers, Skillfully building interest and create new opportunities with prospects as well as educate them about our product, Provide client with excellent service in order to improve client retention and grow sales
Financial Advisor
Metropolitan
02.2020
- Provide advice to clients on how to manage their money, Assist clients in planning for their short term & long term financial goals (E.g
- Buying a home, paying for their children's education & retirement, Providing investment, tax & insurance advice, Researching & analysis investment opportunities, Meeting with existing client & potential clients to go over investment strategies
Sales Banker
Nedbank
01.2008 - 01.2019
- Opening bank accounts, Giving factual advice and making recommendation on all banking products, Contact clients with high balances on transactional accounts and offer investments options, Issuing bank cards
Sales & Services Banker
Nedbank
01.2008 - 01.2011
- Process investment notice of withdrawals, Process reinvestments, Update client details and process FICA if necessary, Attend to client queries, Process stop order, Process stop payments
Floor Manager
Nedbank
01.2008 - 01.2011
- Welcome and greet clients on arrival, Redirect clients to correct department, Capture client queries on CRM, Ensuring that ATM and SST is online and in good condition, Assist clients on the SST and online terminals
Sales & Service Consultant
FNB
01.2006 - 01.2007
- Issuing bank cheques and statements, Opening bank accounts, Processing reinvestment, Ordering new bank cards, Processing power of attorney
Teller
FNB
05.2004 - 01.2005
- Processing cash deposits & withdrawals, Ensuring that the cash balances on a daily basis and preventing losses
Cashier
KFC
Cape Town
03.2002 - 01.2003
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Welcomed customers and helped determine their needs.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Education
undefined
Luhlaza High School
Short Course - Finance Faise Accreditation Certificate RE5
Damelin
Cape Town 2011
Skills
Cash Handling
Till counting
Guest seating arrangements
Product and service sales
Problem-Solving
Excellent Communication
Teamwork and Collaboration
Planning and Coordination
Organisation and Time Management
Id
831115 0441 080/Xhosa & English
Specialtraining
MS Word, MS Excel, Power Point, Ms Access, Internet, Pastel, I successfully completed the training and received the certificate.
References
- Nedbank Wynberg, Team Leader, Phumla Mavume, 073 266 6525
- Metropolitan Wynberg, Branch Member, Chanel Louw, 021 761 4284
- Transact Insurance Solutions, Tviwe Ndzishe, 071 891 5579
Certification
FAISE Accreditation Certificate RE5
Timeline
Financial Advisor
Metropolitan
02.2020
FAISE Accreditation Certificate RE5
11-2011
Sales Banker
Nedbank
01.2008 - 01.2019
Sales & Services Banker
Nedbank
01.2008 - 01.2011
Floor Manager
Nedbank
01.2008 - 01.2011
Sales & Service Consultant
FNB
01.2006 - 01.2007
Teller
FNB
05.2004 - 01.2005
Cashier
KFC
03.2002 - 01.2003
Sales Development Representative
Tranzact Insurance Solutions
undefined
Luhlaza High School
Short Course - Finance Faise Accreditation Certificate RE5
Damelin