Jerry Siwelo

Customer-focused and financial-services professional with experience across premium automotive service, banking, wealth and investment, financial advice, employee benefits, and client administration. Strong background in client relationship management, service delivery, sales, revenue generation, financial administration, compliance, problem resolution and operational coordination. Known for clear communication, professional presentation, mentoring, planning and taking ownership of client outcomes.

Service Advisor - Bidvest McCarthy Audi Centre Menlyn

(2019-01)

Drive department profitability through labour-hour sales, client retention and proactive business development, with a focus on meeting daily, monthly and quarterly revenue targets. Manage the customer journey from initial vehicle concern through repair authorisation, progress updates, quality review and final handover. Consult with customers on vehicle symptoms using detailed intake, visual inspection, road-test information and service history, then recommend maintenance and repairs aligned with manufacturer specifications.

Prepare accurate labour and parts estimates, document customer concerns for technicians, confirm completion timelines and obtain required approvals before work begins. Coordinate incoming jobs with workshop dispatch, monitor repair progress and communicate changes in scope, cost or timing for customer approval. Conduct post-repair quality checks, explain completed work and final invoices clearly, and support measures that reduce repeat concerns.

Manage appointments, telephone enquiries, customer concerns, pricing information and orderly vehicle staging while maintaining a professional service environment.

WI On-Call Transactional Banker - Standard Bank Wealth & Investment

(2016-06 - 2018-12)

Provide end-to-end transactional support to wealth clients through digital and voice service channels. Act as an operational link between Relationship Managers and commercial clients, ensuring service requests are handled accurately and efficiently. Process authorised fund transfers, card activations, statements and official banking documentation while maintaining secure client service practices.

Identify and report local and international fraudulent transaction attempts and support risk-management investigations. Apply AML and KYC requirements, non-financial risk procedures and audit-readiness standards across account operations. Process approved administrative requests and maintain accurate, real-time updates on core banking systems.

Financial Adviser - Wealth Solutions Capital

(2016-02 - 2016-05)

Provided holistic financial planning covering investment planning, estate planning, tax considerations, risk management, retirement planning, debt, budgeting and cash-flow management. Acquired and developed individual and corporate clients, including employee-benefit opportunities covering risk insurance, retirement funds and medical aid. Converted qualified leads into sales and remained accountable for end-to-end sales fulfilment.

Conducted lead generation and cold calling while maintaining compliance with applicable legislative requirements. Served as a single point of reference for clients and appropriately channelled service requirements.

Priority Banker - Absa Retail Bank

(2012-01 - 2015-12)

Provided financial advice and banking guidance to affluent clients, identifying needs and recommending appropriate products and services. Built internal and external stakeholder relationships to support client outcomes and business objectives. Supported national and local sales campaigns and delivered sales and service targets.

Identified sales gaps and external opportunities, implemented corrective actions and expanded product utilisation through cross-selling. Managed qualified leads, end-to-end sales fulfilment and client referrals while maintaining a high standard of service. Worked within FAIS, FICA, NCA, CASA, ROA and related sales and compliance requirements.

Data Capture – Office Production - Absa Vehicle & Asset Finance

(2011-10 - 2012-02)

Processed applications, validated information and completed general administration and filing. Supported the contract and payout department and resolved client queries.

Employee Benefits Administrator & Consultant - Absa Consultants & Actuaries

(2010-01 - 2011-12)

Reconciled monthly contributions and cashbooks and monitored risk and administration fees, commission schedules, budgets and targets. Processed member investment and disinvestment transactions, switches, withdrawals, retirements and death claims, including tax-related documentation. Assisted with audit queries and investigated administrative issues through to resolution.

Managed client service, follow-ups on unpaid claims, reporting, fund administration and day-to-day operational requirements. Maintained client relationships, supported trustee meetings and coordinated internal departments. Handled financial administration including invoicing, income collection and expenditure control.

Certificate - Finance Management - UNISA (2013-06)

National Certificate - Banking Services Advice - Milpark Business School

Regulatory Examinations - FAIS - Moonstone (2012-01)

Grade 12 - High School