Yolanda Van As
Private Banker Aquisition
Standerton
Summary
At Standard Bank, I spearheaded teams to enhance productivity and client satisfaction, implementing strategic work processes and fostering a collaborative environment. My expertise in team supervision and client service led to significant operational improvements and strengthened client relationships, demonstrating a keen ability to motivate and mentor for peak performance. Talented Team Leader experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Universal Banker with documented cash handling experience and strong aptitude for customer service. Competently educates customers on banking options and recommends appropriate products and services to meet financial needs. Leverages people skills to securely process teller transactions, resolve issues and refer customers to business partners for advanced relationship development.
Overview
28
28
years of professional experience
1
1
year of post-secondary education
Work History
Team Leader Account Support
Standard Bank
Kempton Park
06.2006 - Current
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Empowered team members by delegating responsibilities according to individual strengths and areas of expertise.
- Managed conflict resolution among team members, fostering a positive and collaborative work environment.
- Evaluated team member performance against established objectives during regular reviews, offering praise for achievements or identifying areas requiring further development.
- Provided ongoing support to direct reports, addressing concerns or questions promptly so they could remain focused on their tasks.
- Streamlined workflows for increased efficiency, reducing turnaround times for critical tasks.
- Led by example, demonstrating commitment and professionalism that inspired team members to excel.
- Motivated team members to surpass their targets, recognizing and rewarding their achievements.
- Improved operational workflows, enabling team to handle increased workloads without compromising quality.
- Enhanced team productivity by implementing efficient task delegation and regular performance evaluations.
- Set performance expectations for the team, monitoring progress towards goals and providing constructive feedback as needed.
- Developed team members'' skills through targeted coaching sessions, resulting in improved individual performance.
Universal Banker
Standard Bank
Greenstone
10.2010 - Current
- Educated customers on various banking products and services, empowering them to make informed financial decisions aligned with their personal goals.
- Collaborated with team members to achieve branch performance metrics, fostering a positive work environment.
- Enhanced cross-selling capabilities by offering tailored financial products and services to existing clients.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed risk effectively by adhering to established security protocols and diligently monitoring suspicious activities or transactions.
- Opened checking, savings, money market and certificates of deposit accounts and ordered checks, debit cards and furnished online banking details to facilitate new transactions.
- Maintained accuracy in daily transaction reporting, reconciling discrepancies promptly to ensure seamless accounting operations within the branch.
- Supported branch operations, ensuring compliance with all federal and state regulations as well as bank policies.
- Improved customer satisfaction by providing personalized banking solutions and addressing client needs promptly.
- Strengthened customer relationships with proactive communication and timely resolution of queries or concerns.
- Identified customer financial needs through in-person efforts, cold calls, referrals, and marketing while providing strong product knowledge and quality service.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Opened, closed, and updated accounts for customers.
- Educated customers on online banking and mobile banking applications.
- Assisted customers with banking needs and inquiries.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Maintained friendly and professional customer interactions.
Private Banker Acquisition
Standard Bank
Standerton
01.1997 - Current
- Increased loan portfolio size by underwriting credit requests in a timely manner, ensuring adherence to bank guidelines and policies.
- Improved client retention rates by consistently exceeding expectations in terms of service quality and responsiveness.
- Demonstrated expertise in various banking products like loans or mortgages, ensuring clients make well-informed decisions.
- Collaborated with cross-functional teams, such as credit specialists and trust officers, to provide comprehensive financial solutions for clients.
- Built strong referral networks with external partners such as attorneys or accountants to bring in new business opportunities.
- Streamlined operational efficiency within the team by implementing process improvements that reduced errors and increased speed of service delivery.
- Boosted client satisfaction by offering tailored financial advice and investment strategies based on individual goals and risk tolerance.
- Maintained long-term relationships with clients through regular communication, proactively addressing concerns, and providing market updates.
- Developed tailored solutions to meet individual banking needs.
- Delivered exceptional service that resulted in numerous referrals and increased overall business for the bank.
- Contributed to the bank''s growth strategy by participating in initiatives aimed at increasing market share among high-net-worth clients.
- Maintained in-depth product and service knowledge for well-informed customer advice.
Education
No Degree - SB PRIVATE QUALIFICATION NQF 6
Henley Business School
Sandton, South Africa 04.2001 -
No Degree - BUSINESS MANAGEMENT NQF 5
CORNERSTONE
JOHANNESBURG 02.2014 - 11.2014
Skills
Team Supervision
Teamwork and Collaboration
Work Planning
Team motivation
Problem-Solving
Mentoring
Quality Improvement
Documentation And Reporting
People Management
Client Service
Coaching
Employee Evaluation
Leading Team Meetings
Performance Improvement
Complaint resolution
Attention to Detail
Daily workflow improvement
Feedback Delivery
Team Check-Ins
Meeting facilitation
Team building
Timeline
No Degree - BUSINESS MANAGEMENT NQF 5
CORNERSTONE
02.2014 - 11.2014
Universal Banker
Standard Bank
10.2010 - Current
Team Leader Account Support
Standard Bank
06.2006 - Current
No Degree - SB PRIVATE QUALIFICATION NQF 6
Henley Business School
04.2001 -
Private Banker Acquisition
Standard Bank
01.1997 - Current