Finance banking analyst sales
Resume:
PROFILE
I am a fast learner with a strong sense
of loyalty and dedication to all my
pursuits. I approach every task with full
commitment and attention to detail,
ensuring consistent success. Believing
that quality is paramount, I strive to do
things right every time. I am passionate
about building meaningful connections,
and my greatest strength lies in my
ability to engage effectively with
individuals in a variety of situations. I
excel at understanding and connecting
with others on both professional and
personal levels
PERSONAL DETAILS
+27 (0-76-190-****
********@*******.***
Brackenfell, Western Cape,
South Africa
DELANAUX
SMIT
Managing CFO/Business
Banker
WORK EXPERIENCE
44 years old
Valid driver’s License
ID No. 801**********
Excellent health
EDUCATION
(Monument Park High School)
Passed with exemption
MATRIC CERTIFICATE
Izhaki Trading
Advisement of all financial aspects of the business including financial assistance, consulting, cross sales, customer service and banking. Portfolio management and service excellence champion. A one stop financial services position for vehicle and asset finance, home loan applications and guidance, short and long term insurance and assurance, business analysis future
growth and customer retention strategist)
June
2019
-
Current
Managing CFO/ Business Banker
Property Assist
Property Solutions Specialist
Full financial resolution to all clients obtaining or requiring funding on their properties. Stopping of auctions and dealing with banks to find the right
solutions and clear financial management path for all parties involved. Innovative product offering and sales within the financial industry)
August
2018
-
January
2020
January
2008
-
July 2018
SZL Traders cc
Managing Financial Consultant
Financial advisory, portfolio management and all aspects ranging from the client’s personal savings accounts to their corporate business accounts and financial needs. All business acquired was done from pro-actively
sourcing through networking and word of mouth. In
addition we did capital asset management, debt
consolidation, commercial and residential bonds) – (2 – 3 years with NFCU bank upstate New York growing their market share as per above for SZL Traders – with great success in teaching them a different methodology of their business model to obtain growth without too much expenditure)
First National Bank (FNB)
Bancassurance External Sales Consultant
Acquiring new clients to the FNB brand, moving all their business and personal banking under one umbrella and structuring the best package to save the client’s on cost over the term (home loan and finance etc) in addition September
2006
-
December
MICROSOFT CERTIFIED SYSTEMS 2007
ENGINEER (MCSE)
Opening, closing accounts – savings, current, home loans, vehicle and asset finance, insurance, assurance and cross selling banking products based on client’s financial portfolio).
REFERENCES
cross selling various FNB products. All business acquired was done from cold calling, networking and word of mouth. Very target driven and our Banc-assurance
department for Bellville was the overall best sales team for FNB every year. FNB also won the service award for all major banks in those two years)
Standard Bank Group 09
SME Business Banker Mobile
I was chosen to be the pilot for the Standard bank group as the first business/affinity mobile banker – utilizing existing business clients, acquiring a financial needs analysis, cold calling those companies to then make sure their business as well as personal banking needs are in order and cross selling to their staff the various products the bank has to offer such as personal loans, insurance etc. Basically a one stop and all in one service. It was so successful that Standard Bank implemented the position across its network of branches. Target driven – 300 new savings accounts, 50 new funeral policies, 10 new loans and 5 home loans per month was just a few that had to be attained, I did so successfully).
January
2001
-
September
2006
Standard Bank Group 08
Customer Consultant
Standard Bank Group 07
Customer Consultant
Opening, closing accounts – savings, current, home loans, vehicle and asset finance, insurance, assurance and cross selling banking products based on client’s financial portfolio).
Standard Bank Group 06
Float - Consulting & Sales Conversion
99% Consulting and converting cold leads to sales with great success. opening, closing accounts – savings, current, home loans, vehicle and asset finance,
insurance, assurance and cross selling banking products based on client’s financial portfolio).
Standard Bank Group 06
Enquiries Clerk
General banking queries, transfers, new cards etc. Standard Bank Group 05
Bank Teller
Deposits, transfers and withdrawals
Promoted
to
Promoted
to
Promoted
to
Promoted
to
Promoted
to
TCP/IP for NT4
Internet Information Server 4.0
Systems Administration
Server in the Enterprise
Windows NT 4.0 Core Technologies
Microsoft Networking Essentials
A+ Technician at Dynamix- 1999
Web Designing - Level 1 at Dynamix
1999
Microsoft Frontpage 2000 level 1 at
Dynamix-1999
Need Satisfaction Selling at
Standard bank Training Centre
Sales Opportunities Workshop at
Standard Bank Training Centre -
2003
Available on request.
Telephonis Workshop at Standard
Bank training centre
2003
Anti- Money Laundering Course at
Std Bank Training Centre – 2003
Fais Representative Accredited -
2004 and Damelin College 2006
SME Mandates Self Study Mandates
Course - Passed 2004
E-loans Accredited – 2005
Home Loans Accredited Std Bank
Training Centre – 2005
Customer Consultant Course 2005
at Standard Bank Training Centre
Dependant Care Plan Accredited
2005 - Course Code : 50002247
Funeral Plan Embedded with
Dependant Care Plan Accredited
2005 - Course Code : 50002245
Personal Loan Protection Plan
Accredited 2005 - Course Code :
50002207
Home Loan Protection Plan
Accredited 2005 - Course Code :
50002244
Funeral Plan Lite Accredited 2006
Course Code : 50008975
(Dynamix Computer Institute)
1999 - Full Time
TRAINING
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