Taz Shongwe
Dynamic and customer-focused Foreign Exchange and Sales Consultant
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About
Dynamic and customer-focused Foreign Exchange and Sales Consultant with over 10 years of experience in financial services, banking, and insurance environments. Proven track record in delivering exceptional customer service, ensuring compliance with financial regulations (FICA, POPI, SARB), and achieving sales and retention targets. Skilled in foreign currency trading, corporate processing, administrative support, problem solving and client relationship management.
Demonstrates excellent communication, integrity, and the ability to perform under pressure. Experienced in both front-office and administrative operations, consistently maintaining accuracy, efficiency, and professionalism.
Experience
Foreign Exchange Consultant - Forex Change - OR TAMBO INTERNATIONAL AIRPORT
(2024-03 - 2025-12)
- Conducted buying and selling of foreign currency and travel wallets
- Uploading client documents via GTS Systems and ensured compliance with the Reserve Bank POPI Act regulations
- Resolved customer queries in person and via email
- Money Remittance through Western Union
Foreign Exchange Consultant - Tourvest Financial Services (Travelex) - Mall of Africa Corporate
- Conducted buying and selling of foreign currency and travel wallets
- Uploaded client documents via GTS system and ensured compliance with Reserve Bank and POPI Act regulations
- Controlled stock, performed administrative tasks, and processed Western Union transfers
- Resolved customer queries in person and via email; handled FICA documentation
Foreign Exchange Consultant - American Express Bureau de Change - Nelspruit Branch
(2018-10 - 2021-01)
- Managed multi-currency transactions and cash passports
- Processed traveler's cheques and Western Union money transfers
- Balanced tills, maintained EFT and cash sales records, and managed bulk telling operations
Sales Consultant - Telesure Holdings
(2008-01 - 2014-08)
- Sold value-added vehicle and personal insurance products (funeral, household, accidental cover)
- Retained customers, prevented cancellations, and upgraded existing policies
- Captured customer data using AS400 and Bluesky systems
Retentions Consultant - Cell C Head Office
(2014-09 - 2016-11)
- Managed customer retention activities to reduce churn and improve loyalty
- Resolved customer complaints and service-related queries efficiently
- Negotiated retention offers and contract renewals with existing customers
- Identified upselling opportunities and promoted relevant Cell C products and services
- Maintained accurate customer records and ensured compliance with company standards
Sales Assistant & Cashier - Tigers Eye - Skukuza Park Shop
(Seasonal)
- Assisted customers with product selection and managed point-of-sale transactions
- Handled petty cash and balanced daily tills accurately
Education
RE 5 - Financial Planning Institute of South Africa (2012 - 2012)
Matric - Imbongozi Skills and Training faculty (2006 - 2006)
Advanced Certificate - Life and Environmental Sciences - University of South Africa (UNISA)
