Venicia Lebogang Nkotsoe
Banker
Thabazimbi
Summary
Developed valuable skills in client-focused banking environment, including financial acumen and customer relationship management. Looking to transition into new field where these skills can drive success and growth. Committed to delivering exceptional service and building lasting relationships in any new role.
Offering personable and client-focused approach, eager to learn and develop in banking environment. Brings understanding of financial principles and effective communication skills to support customer needs. Ready to use and develop problem-solving and customer service abilities in Transactional banker role role.
Overview
15
15
years of professional experience
12
12
years of post-secondary education
Work History
Consultant/UB
Standard Bank
Thabazimbi
04.2014 - Current
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
- Conducted thorough market research and analysis, providing valuable insights for client decision-making.
Financial Advisor
Old Mutual
Thabazimbi
01.2013 - 04.2014
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Sales Consultant
Standard Bank
Thabazimbi
05.2012 - 02.2013
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Analyzed data sets to identify trends and opportunities for process improvements within client organizations.
- Transformed client digital strategies, leveraging cutting-edge technologies to enhance online presence and customer interaction.
- Responded to telephone and in-person requests for information.
- Enhanced team performance by sharing successful sales strategies and best practices in regular team meetings.
Cashier
Royal Mnandi Services
Thabazimbi
08.2010 - 05.2012
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- 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.
- Assisted customers with returns, refunds and resolving transaction issues.
- Greeted customers entering store and responded promptly to customer needs.
- Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
Education
GRADE 12 - Accounting
MABOGOPEDI HIGH SCHOOL
Thabazimbi 01.1998 - 12.2004
Certificate - accounting
Tut
Pretoria 01.2005 - 12.2005
National Diploma - COST AND MANAGEMENT ACCOUNTING
VUT
Vanderbjil Park 01.2006 - 03.2010
RE 5 CERTIFICATE - Fais
MOONSTONE
Rustenburg 01.2018 - 04.2018
Skills
Investment planning
Client relations
Insurance decisions
Sales and marketing
Critical thinking
Team work
Timeline
RE 5 CERTIFICATE - Fais
MOONSTONE
01.2018 - 04.2018
Consultant/UB
Standard Bank
04.2014 - Current
Financial Advisor
Old Mutual
01.2013 - 04.2014
Sales Consultant
Standard Bank
05.2012 - 02.2013
Cashier
Royal Mnandi Services
08.2010 - 05.2012
National Diploma - COST AND MANAGEMENT ACCOUNTING
VUT
01.2006 - 03.2010
Certificate - accounting
Tut
01.2005 - 12.2005
GRADE 12 - Accounting
MABOGOPEDI HIGH SCHOOL
01.1998 - 12.2004
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