Summary
Overview
Work History
Education
Skills
Id
Specialtraining
References
Certification
Timeline
Generic
Unathi Ndlebe

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

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Luhlaza High School

Short Course - Finance Faise Accreditation Certificate RE5

Damelin
Cape Town
2011

Skills

Cash Handling

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

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Luhlaza High School

Short Course - Finance Faise Accreditation Certificate RE5

Damelin

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Unathi Ndlebe