Tumelo Kgomosotho
Service Consultant
Lydenburg
Summary
Detail-oriented Service Consultant with a BAchelor of Commmerce Honors in Financial Management and pursuing Chartered Financial Analyst certification (CFA Level 1). Expertise in analyzing client needs and developing tailored financial solutions that drive business growth and enhance customer satisfaction. Skilled in building stakeholder relationships, managing multiple projects, and utilizing data-driven decision-making to achieve organizational objectives.
Overview
3
3
years of professional experience
12
12
Certifications
Work History
Service Consultant
Capitec Bank Ltd
Lydenburg
10.2024 - Current
- I consult with clients daily to identify their banking / financial service needs, and transparently provide information and suggestions accordingly, and assist with general banking related queries or processes.
- I assist clients in using the bank’s digital/self-service channels (where applicable) and encourage adoption of efficient channels.
- I deliver excellent client service by fulfilling and exceeding clients' expressed needs in areas such as savings, transactions, credit and insurance.
- I maintain and develop knowledge, skills and competency to promote/sell the bank’s core product in the interest of the client.
- I am also currently under development for managerial roles. I am assisting the branch manager in the daily operational flows of the branch.
- Bank Better Champion
- Delivered exceptional customer service by addressing inquiries and resolving issues effectively.
- Assessed client needs and recommended tailored banking solutions to enhance financial literacy.
- Collaborated with team members to streamline workflows, improving service delivery efficiency.
- Maintained accurate documentation of client interactions to ensure compliance and service quality.
Bank Better Champion
Capitec Bank Ltd
Limpopo
05.2024 - 09.2024
- I would welcome clients to the branch and manage the branch flow.
- I provided excellent client service by assisting clients with basic transactions, enquiries, remote or self-service channels.
- I assisted clients with branch services such as deposits, enquiries, capturing information and guiding clients with digital or self-service banking.
- I supported branch operations by assisting other team members, ensuring smooth service delivery and internal processes are followed.
Financial Advisor Intern
NFB Private Wealth Management
Port ElizAbeth
03.2023 - 12.2023
- Conducted market research and monitored macroeconomic trends, equity, fixed income, and alternative investments to support informed decision-making.
- Tracked and interpreted market data, news, and performance reports to enhance portfolio strategies.
- I conducted market research and monitor macroeconomic trends, equity, fixed income, and alternative investments.
- I compiled data for performance measurement, performance attribution, and market trend analysis.
- I dealt with matters escalated by the dealing team and compiled market structure reports.
Education
Bachelor of Commerce Honours - Financial Management
University of South Africa (UNISA)
PretoriA, South AfricA11-2025
Bachelor of Commerce - Financial Planning
Nelson Mandela University (NMU)
Port ElizAbeth, EAstern CApe11-2022
Skills
- Client relationship management
- Client Needs Assessment
- Service Delivery
- Stakeholder Engagement
- Data Analysis
- Reporting Coordination
- Portfolio review
- Customer Feedback
- Client communication
Certification
Certified Financial Analyst (CFA) Level 1 - 2026
Community choir
I Am A member of the community choir And on weekends when I Am not At work, I Am one of the leAd singers in the community choir.
Timeline
Service Consultant
Capitec Bank Ltd
10.2024 - Current
Bank Better Champion
Capitec Bank Ltd
05.2024 - 09.2024
Financial Advisor Intern
NFB Private Wealth Management
03.2023 - 12.2023
Bachelor of Commerce Honours - Financial Management
University of South Africa (UNISA)
Bachelor of Commerce - Financial Planning
Nelson Mandela University (NMU)