Siyamthanda Thomas
Prestige Banker
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About
Results-driven banking professional with 5+ years of experience in client relationship management, financial services, and regulatory compliance within leading banking environments. Bachelor's degree in Project Management and Certified Scrum Master with demonstrated expertise in client needs analysis, portfolio management, and cross-functional collaboration. Proven ability to deliver exceptional client experiences, resolve complex issues, and maintain strict adherence to AML and compliance protocols.
Seeking a Client Services Consultant role to leverage relationship-building expertise and financial acumen in a client-focused enablement environment.
Experience
Operations Intern - Hospice Palliative Care Association of South Africa
(2018-08 - 2018-10)
- Maintained organized contract filing and administrative records, ensuring data integrity and accessibility for operational teams.
Universal Banker - Standard Bank
(2019-12 - 2025-06)
- Built and maintained strong client relationships by conducting detailed needs analysis and delivering personalized banking solutions, leveraging SAP systems and digital platforms.
- Achieved and exceeded sales targets through proactive client engagement and accurate identification of cross-selling opportunities via systematic needs analysis.
- Maintained strict compliance with AML, fraud prevention, and risk protocols, ensuring accurate processing, record management, and timely client communication.
Prestige Banker - Standard Bank
(2025-07)
- Managed a growing client portfolio by developing tailored product solutions, executing client-focused campaigns, and maintaining accurate account records to drive revenue growth and client satisfaction.
- Collaborated with financial planners and specialist teams to deliver holistic solutions while ensuring compliance with AML requirements and client due diligence protocols.
- Processed credit applications, managed client information updates, and proactively monitored accounts to identify risks, resolve issues, and maintain portfolio health.
Education
Bachelor's degree - Project Management - Cape Peninsula University of Technology (2018)
Diploma - Management - Cape Peninsula University of Technology (2017)
Certificate - SAP Project Management - Cape Peninsula University of Technology (2018)
Certificate - Information Literacy - Cape Peninsula University of Technology (2015)