Natalie

Davids

Experience

**** – August ****

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)

adfl03@r.postjobfree.com

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

072-***-****

ABSA Wealth Stellenbosch (Reference Letter available) Jane Downing – Regional Director

083-***-****

ABSA Wealth Stellenbosch

Leon Taljaard - Banker

082-***-****

Contact this candidate