Phetogo Monametsi

Versatile, detail-oriented Banking & Finance professional backed by a National Diploma in Banking and extensive hands-on experience across retail banking operations, foreign exchange services, financial product sales, and risk management. Proven track record in high-priority banking resolution, sales target achievement (core accounts & forex) while maintaining exception customer service, and dispute resolution under strict regulatory environments. Adept at cross-selling financial solutions while safeguarding compliance and client satisfaction.

Universal Banker (Night Services) at Standard Bank South Africa (2023-12 – 2025-04)

• Managed high-priority client demands and emergency banking enquiries during after-hours operations with zero compromise on accuracy or compliance.
• Delivered rapid reassurance and immediate resolution regarding financial safety, account status, and transaction security.
• Serviced transactional customer accounts seamlessly and escalated complex corporate and high-net-worth queries to specialist departments.

Claims Consultant at Outsurance OutShared Services (Hastings Direct UK Campaign) (2018-10 – 2022-02)

• Managed complex end-to-end customer interactions upon First Notification of Loss (FNOL) for high-volume insurance portfolios.
• Executed rigorous dispute management protocols, actively mitigating risk and de-escalating customer complaints to maintain service SLA standards.
• Selected for specialized pilot groups focusing on remote operational workflow transition and financial price manipulation detection.

Customer Service Consultant at Aegis Global (TUI UK Campaign) (2018-03 – 2018-09)

• Managed high-volume international client bookings, driving revenue growth through strategic sales upsells.

Sales & Service Consultant at First National Bank South Africa (dotFNB) (2015-09 – 2016-08)

• Proactively marketed core banking facilities, investment account structures, digital solutions, and FNB Connect telecommunication products.
• Consulted with clients to identify financial needs, driving cross-selling opportunities and branch target achievement.
• Educated customers on self-service digital banking platforms, enhancing client retention and digital transaction volume.

Junior Consultant at Bidvest Bank South Africa (2014-07 – 2015-08)

• Executed spot foreign currency exchange transactions (Buy & Sell) adhering strictly to Exchange Control regulations and banking policies.
• Opened new personal and business accounts, conducted thorough KYC/FICA verification, and built long-term client relationships.
• Balanced foreign notes till daily, maintaining strict treasury audit standards and accuracy.

Personal Assistant to Producer & Production Manager at Leburugraphy Pictures (Film Production) (2022-03 – 2023-11)

• Managed operational budgets, travel logistics, vendor requests, and daily administrative schedules under strict timelines.

National Diploma in Banking – University of Johannesburg (2012-11)

Certificate of Attendance in Law of Banking & Financial Markets – University of the Witwatersrand (2015)

National Senior Certificate (Matric) – Department of Basic Education / Umalusi (2009-12)