Peaches Roets

Results-driven Business Banker with over 11 years of experience in the South African banking sector, specializing in commercial, lending, relationship management, and financial advisory services for SME's and corporate clients. Proven track record in driving revenue growth, managing business portfolios and risk assessment while ensuring compliance with FAIS, FICA, NCR and regulatory requirements. Skilled in building long-term client relationships, identifying cross-selling opportunities and delivering tailored financial solutions to help businesses grow sustainably.

Business Banker (FNB Premium Core Banking Operations Account Maintenance Business) - FIRST NATIONAL BANK - Johannesburg, South Africa

(2022-08 - 2025-08)

• Provide accurate and reliable customer service
• Manage existing clients and grow portfolio through making contact and generating leads
• Adding services to the account
• Manage the growth of active customer account base to increase client base

Business Administrator (FNB Premium Core Banking Operations Account Maintenance Business) - FIRST NATIONAL BANK - Johannesburg, South Africa

(2015-09 - 2021-12)

• Monitor quality, adherence and compliance to quality
• Facilitate quality, delivery and ensure adherence to quality standards and processes for clients on boarding and account opening across various FNB segments
• Populate permissions mandates according to signatories of accounts
• Maintenance of expert knowledge on specific products, application procedure, processing and timelines
• Comply with governance in terms of legislative and audit requirements
• Resolve all customer queries efficiently and within agreed timelines

Business Banker (Business outbound sales) - FIRST NATIONAL BANK - Johannesburg, South Africa

(2013-11 - 2015-08)

• Provide accurate and reliable sales statistics
• Manage existing clients and grow portfolio through making contact and generating leads
• Manage the growth of active customer account base to increase client base
• Track, control, and influence sales activities with the specific aim of achieving previously determined sales targets
• Provision of, reporting, and updating all related information
• Enter all qualified leads into the sales pipeline and maintain daily
• Check all transactions on a daily basis to ensure new business applications are closed within appropriate timelines
• Manage own development to increase own competencies
• Deliver exceptional service that exceeds customer expectations through proactive, innovative, and appropriate solutions
• Achievement of net profit growth for business
• Maximize cross-sell opportunities and strengthen client relationship

Sales Consultant - FIRST NATIONAL BANK - Johannesburg, South Africa

(2013-02 - 2013-11)

• Upholding existing customer relationship
• Provides customer support to assign accounts
• Monitor and communicate processes
• Team player throughout the organization
• Meet & Exceed Targets
• Identify new possible business opportunities
• Uphold the company's reputation and communicate its objectives effectively at all times
• Answering customer questions
• Maintain and update sales logs on maintenance basis
• Follow up on sales as part of a sales customer service program
• Ensure customer loyalty by providing exceptional customer service
• Ensure keeping up with new product development and features
• Follow up on customers who have shown interest in a particular product and upsell

Sales Consultant - O'keeffe & Swartz

(2012-10 - 2013-01)

• Cold Calling and Lead generation
• Compliant Resolution & Retention
• CRM Systems & call center Software
• Target & KPI Achievement
• Objection Handling & Negotiation

Sales Consultant - Momentum Metropolitan life (Pty) Ltd

(2011-03 - 2011-08)

• Cold Calling and Lead generation
• Compliant Resolution & Retention
• CRM Systems & call center Software
• Target & KPI Achievement
• Objection Handling & Negotiation

National Senior Certificate - Lethulwazi Comprehensive Secondary (2006)