Assistant Sales
Resume:
Natalie
Davids
Experience
BSE• Business Services Manager • ABSA Wealth
Client facing role – Service / Interaction
Advice for long and short term investments (FAIS compliant) Problem Solving/Complaints resolution
Achieve Wealth Banker related Non-Interest Revenue (NIR) Successful management and closing of Compliance & Regulatory Projects
Credit Reviews, New Credit Applications, Structured Lending, Commercial Finance Applications
Forex payments and query resolution
Daily banking operations and related activities
Applications for guarantees (Performance & Property related) Responsible for the management of securities in portfolio 2013 – 2016
Sales Support • ABSA Private Bank
Client Service and banker support
2010 – 2012
Officer Business Fulfilment • ABSA Private Bank
Fulfilment / Quality check of all banking & regulatory requests 2008 – 2010
Assistant Personal Banker • ABSA Private Bank
Client Service and banker support
2007 – 2008
Assistant Wealth Planner • ABSA Private Bank
Financial Planning assistance & Investments
8 Mars Street, Somerset
Heights, Eerste River,
Cape Town, Western Cape
072-***-**** (C)
*********@*****.***
PROFILE
I am a diligent and enthusiastic
client service specialist with strong
attention to detail, who believes in
hard work and perseverance. I
have excellent Communication
Skills, I am Computer Literate and
have excellent Public Relations
Skills, I am detail orientated and I
am a strong Collaborator.
Organization and Co-ordination are
extremely strong assets of mine.
SKILLS
Expert/Specialist in Client Service
Excellent Communication Skills
Public Relations Skills
Computer Literate
Strong organiser
Co-ordination
Punctual and dependable
Collaborator
Excellent Relationship Builder
Calm and decisive under pressure
Supportive team player and leader
HOBBIES/INTERESTS
Reading
Cooking
Family orientated
Walking
Scrap booking
2005 – 2007
Assistant Personal Banker • ABSA Private Bank
Client Service and banker support
2002 – 2005
Analyst Personal Financial Services • ABSA Private Bank Responsible for credit applications and all credit related maintenance Guarantee applications / Credit Reviews
1999 – 2002
Team Member• Monitor and Control – Credit • ABSA Bank Credit Applications / Credit Control of clients’ accounts 1998 – 1999
Candidate Banking technician • Entry Level • Allied Bank (ABSA) Entry level / Junior position – Credit and Enquiries Desk Education
Sarepta Secondary School, Kuils River, Western Cape 1996
2017
2018
2019
Matric Certificate with exemption
National Certificate Banking Services Advice
NQF 5 – MILLPARK BUSINESS SCHOOL
Client Advisory Framework (CAF)
Soft skill Course – ABSA ACADEMY
RE5 Regulatory Examination - MOONSTONE
BIOGRAPHICAL INFORMATION
Date of birth 28 February 1979
Nationality South African
Marital Status Divorced
EE/AA Colored
Driver’s License Code 8
Languages English and Afrikaans
Awards/Achievements – ABSA
2007 – Bronze Award in category: EMPLOYEE – Prestige Awards
2010 – Clarity Award
2012 – Quarter 1 Outstanding Performance Sales Support 2012 – Financial Year Performance
2013 – Quarter 1 & Quarter 3 Outstanding Support
Performance
2014 – Quarter 2 & Quarter 3 Outstanding Support
Performance
2014 – Sales Support Consultant of the Year – National Award
2015 – Quarter 1 Outstanding Sales Support
2016 – Outstanding Sales Support – Private Bank
References
ABSA Wealth Stellenbosch
Jenny Lang - Banker
ABSA Wealth Stellenbosch (Reference Letter available) Jane Downing – Regional Director
ABSA Wealth Stellenbosch
Leon Taljaard - Banker
Contact this candidate