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Thembela
Financial Services Professional with 8+ years of client-focused experience
Contacto
Competencias
Provided high-quality client service across banking and insurance, ensuring customer satisfaction.
Promoted and sold banking and insurance products, crossing sales and upselling to meet targets.
Performed credit checks, needs analysis, and processed loan and insurance claims accurately.
Managed and motivated teams, conducted branch audits, and guided staff development.
Handled branch administrative tasks, reporting, and ensured compliance with regulations.
Educacion
Idiomas
Resumen
A dedicated finance professional with over 8 years of experience in banking, insurance, and sales. Skilled in client service, product promotion, team leadership, and operational management, with a strong focus on compliance and customer satisfaction.
Logros Clave
- Progressed from Service Consultant to Branch Manager, demonstrating leadership and operational skills.
- Handled diverse financial products including loans, insurance, and banking services, ensuring client satisfaction.
- Led branch initiatives to meet sales targets, improved team performance, and maintained compliance standards.
Experiencia
Service Consultant
Granting personal loans to clients., Gather and process clients’ information., Perform credit check evaluation., Co-ordinate the branch filing system and maintenance., Market, sell and provide Capitec Bank products and Services., Drive excellent client service.
Sales Consultant
Granting loans to qualifying clients., Tele-marketing Real People products and services., Processing cellular contract applications., Assisting in funeral policy claims., Ensuring high quality client service.
Financial Advisor
Selling and promoting Liberty products., Performing financial needs analysis for the clients., Assisting with the policy claims.
Branch Consultant
Promoting and selling Hollard products and services., Servicing all walk-in clients and ensuring client satisfaction., Capturing all clients information to the system., Processing funeral policy claims., Retaining existing clients by identifying cross-selling and up-selling opportunities.
Branch Manager
Driving sales and ensuring Branch targets are met., Motivating and coaching the team., Compiling branch reports., Performing branch audits to ensure compliance., Controlling expenses and doing branch administration., Recruiting new employees.