Danel Calitz
Private Wealth Banker
Secunda
Summary
Experienced banking professional with superior attention to detail and highly ethical nature. Dedicated to maintaining optimal security and customer satisfaction while meeting ambitious sales targets. Well-versed in industry regulations and asset protection strategies.
Overview
19
19
years of professional experience
2
2
Languages
Work History
Private Wealth Banker
Absa
Secunda
01.2023 - Current
- Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
- Investigated customer inquiries and resolved discrepancies in helpful and timely manner.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Educated customers on features and benefits of banking products and services.
- Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
- Enhanced bank profitability by effectively cross-selling various financial products and services.
- Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied clients.
Private Banker
Absa
03.2020 - 06.2021
- Developed customized wealth management plans to help clients achieve their financial objectives, including retirement planning and tax-efficient strategies.
- Optimized clients'' wealth preservation strategies by collaborating closely with estate planning and trust services teams.
- Demonstrated expertise in various banking products like loans or mortgages, ensuring clients make well-informed decisions.
- Delivered exceptional service that resulted in numerous referrals and increased overall business for the bank.
- Expanded client portfolio by identifying and acquiring high-net-worth individuals through targeted networking events.
Sales Support Consultant, Private Bank
Absa
10.2014 - 02.2020
- Enhanced customer satisfaction through prompt issue resolution and effective communication.
- Collaborated with cross-functional teams to deliver exceptional results for clients and stakeholders alike.
- Strengthened client relationships through timely follow-ups, personalized service, and proactive problemsolving.
- Managed customer accounts, responding to inquiries and resolving customer service issues
Sales Consultant, Retail Branch
Absa
02.2007 - 09.2014
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Responded to telephone and in-person requests for information.
- Provided sales and customer service assistance to walk-in traffic
Teller, Enquiries Clerk, Retail Branch
Absa
01.2006 - 01.2007
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Maintained up-to-date knowledge of bank products, services, promotions, policies, regulations to better assist customers with their financial needs.
- Improved customer satisfaction by providing efficient and accurate transaction processing.
- Educated customers on use of banking website and mobile apps.
Education
NQF 6 Advanced Certificate in Banking - Banking
Milpark Business School
Johannesburg 04.2001 -
Skills
Self-motivated nature
Developing customer relationships
Analyzing data
Risk management policies
Follow-up skills
Cross-selling expertise
Sales proficiency
New customer acquisition
Banking relationship management
Multitasking
Cross selling
Positive Attitude
Customer service excellence
Professionalism
Timeline
Private Wealth Banker
Absa
01.2023 - Current
Private Banker
Absa
03.2020 - 06.2021
Sales Support Consultant, Private Bank
Absa
10.2014 - 02.2020
Sales Consultant, Retail Branch
Absa
02.2007 - 09.2014
Teller, Enquiries Clerk, Retail Branch
Absa
01.2006 - 01.2007
NQF 6 Advanced Certificate in Banking - Banking
Milpark Business School
04.2001 -
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