Nelisiwe Mbatha

Client Services & Transactions: Process standard teller transactions (deposits, withdrawals, check cashing) while maintaining a high level of accuracy and security.

Account Management: Open, amend, and close various types of accounts (checking, savings, CDs) while strictly adhering to regulatory and KYC (Know Your Customer) requirements. Sales & Cross-Selling: Actively assess client financial needs through consultative conversations to cross-sell bank products, such as loans, credit cards, and investment portfolios.

Universal banker at Standard bank (2026-03 – Present)

• Client Services & Transactions: Process standard teller transactions (deposits, withdrawals, check cashing) while maintaining a high level of accuracy and security.
• Account Management: Open, amend, and close various types of accounts (checking, savings, CDs) while strictly adhering to regulatory and KYC (Know Your Customer) requirements.
• Sales & Cross-Selling: Actively assess client financial needs through consultative conversations to cross-sell bank products, such as loans, credit cards, and investment portfolios.
• Digital Education: Guide customers in navigating and utilizing digital self-service tools, including mobile apps and online banking.
• Lobby Management: Welcome clients, assess the purpose of their branch visit, and ensure a seamless, personalized branch experience.

Education Assistant -ICT-eCadre at Engonyameni primary school (2023-03 – 2025-11)

• Processing enrollment, answering phones, assisting staff with materials, managing inventory, and communicating with parents.
• Typing, photocopying, scanning, and filing documents.
• Maintain accurate learner and staff records in line with Department of education requirements.
• Provide general administrative and clerical support to the school.
• Manage filling system (manual and electrical) to ensure proper records keeping.
• Assist with admissions, attendance registers, and learner administration.
• Ensure confidentially of all school records and information.
• Support the school Management team, education and SGB with administrative functions.
• Capture data (SASAMS) and assist with the preparation of reports and correspondence.

Finance clerk (in-service training) at Wentworth hospital (2016-02 – 2017-07)

• Accounts Payable/Receivable by processing invoices, verifying accuracy payments.
• Typing, photocopying, scanning, and filing documents.
• Reconciliation & Recording by reconciling bank accounts and credit card managing debtors/creditors.
• Data Entry & Reporting by updating financial data, preparing spreadsheet processing monthly reports.
• Administrative Tasks by maintaining filing systems for financial records, to the Finance Manager.
• Compliance by ensuring all transactions comply with financial policies a
• Working with marketing, product, and customer support teams to improve satisfaction.

– Ntwenhle high school (2012)

Basic computer – River park library (2013)

Diploma in Financial management – Coastal KZN Tvet college (2018)

Bachelor in Education (intermediate & senior phase) – University of South Africa (2021)