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Patricia Mokgosinyane

Patricia Mokgosinyane

ATM Processor

Followers of Patricia Mokgosinyane332 followers
location of Patricia MokgosinyaneCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Call Centre Agent

  • Education

    • Milpark School of Financial Planning & Insurance

      2014 - 2016
      Certificate in Financial Planning Financial Planning and Services NQF Level 5

    • Financial Planning Institute of South Africa

      2014 - 2014
      Regulatory Examination Certificate Financial Planning and Services First Level Regulatory Examination : Representatives

  • Experience

    • Standard Bank South Africa

      Aug 1996 - Dec 1998
      ATM Processor

      Providing cash transactions,counting and packaging currency and coins.Balancing monthly reports.Processing ATM deposits.

    • First National Bank GH

      Jan 1999 - Jun 2002
      Teller/Service Consultant

      Providing cash transactions,counting and packaging currency and coins.Balancing monthly reports.Resolving customer's queries.

    • Sanlam

      Jul 2002 - Oct 2012
      Broker Consultant Admin Support

      Normal office duties.Personal Assistant to Broker Consultants.Liason between the Company and its Brokers.Recruitement of Financial Advisors.

    • Oracle Broker Services

      Nov 2012 - Apr 2019
      Financial Planner

      Risk CoverRetirement PlanningWealth ManagementBusiness AssuranceEmployee BenefitsMedical Aid and Medical InsuranceWills and Estate PlanningBond OriginationDebt RedemptionTax PlanningAccounting ServiceStockbroking Service

    • Mondaine Consult (Pty) Ltd.

      May 2019 - Dec 2023
      Call Centre Agent

      Sales

  • Licenses & Certifications

    • Certificate in Financial Planning

      Milpark Education
      Jan 2014