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Sby Mhapi

@sbymhapi

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Branch Advisor at First National Bank (FNB), assessing client needs and matching them with suitable banking solutions.

South Africa

Message

At First National Bank (FNB), I support banking clients with branch services, assess their needs, and identify appropriate financial products and solutions.

I process applications and client requests, verify supporting documentation, and follow internal procedures and regulatory requirements.

At Sanlam, I advised clients on insurance and financial solutions, conducted needs analyses, and assisted with policy applications and servicing. I hold RE5 and Class of Business certifications.

Experience

Work history, roles, and key accomplishments

Current

Branch Advisor

Current

First National Bank

Dec 2022 - Present (3 years 10 months)

Provides services and customer support to banking clients within a branch environment. Assists clients with banking needs, conducts needs assessments, and promotes financial products while ensuring compliance.

Client Services Banking Operations Financial Products Cross Selling Compliance Client Needs Analysis Relationship Management

Financial Advisor

Sanlam

Jan 2020 - Dec 2021 (1 year 11 months)

Advised clients on suitable insurance and financial solutions. Conducted client needs analyses and assisted with policy applications and servicing while ensuring FAIS compliance.

Financial Advisory Insurance Client Needs Analysis Policy Servicing FAS Compliance Relationship Management