CURRICULUM VITAE

OF

SONIA MMATSIE

LEGODI

Personal details

Full Names Sonia Mmatsie Legodi

Occupation Retrenched - unemployed

Age 36

Date of birth 30 November 1986

Gender Female

Nationality South African

Ethnic Group African (Black)

Languages N Sotho (Home language), English (Second language), S South and Zulu

Marital Status Unmarried

Dependants Two

Drivers Licence Code C (10) first issued 2010/07/06 Vehicle Own reliable vehicle

Availability Immediately

Contact details

Cell phone numbers 072*******/076*******

Email address adwa45@r.postjobfree.com

Contact address 33B Andre Street, Clarina, Pretoria, 0182. Professional Profile

I am assertive, firm and confident in my ability to learn new things. I am hardworking and responsible and I am not afraid of challenges. I love customer service and service excellence. I am positive, persistent, diligent, conscientious, achievement orientated, curious and resilient and a multitasker. I am optimistic, focused, spontaneous and vibrant. I am efficient and work well with minimum supervision. I have strong planning, organizing and monitoring abilities and I am an efficient time-manager. I respond quickly to changing situations; and work well under pressure while maintaining individual and team effectiveness. Furthermore, I can cope with ambiguity, contradiction, stress and uncertainty and I also learn and adapt easily to changing environments. Moreover, I give attention to detail, planning, organizing, and daily delivery requirements. I can communicate well orally and in writing in a manner appropriate to the desired audience. I am also an excellent listener and I can effectively convey and interpret information. Furthermore, I work well in teams, relate well with others and establish good working relationships. My goal is to further and extend my knowledge and experience in the financial services industry and other industries and to build on my skills and knowledge gained in this industry and new industries. Lastly, I am a born leader with the ability to think laterally, provide solutions and exercise independent judgment in the resolution of problems. I constantly strive to improve on my interpersonal and organizational skills because I believe that contributes vastly to being a good team player and growing within the work place. Education

2015 and 2016 – incomplete due to financial constraints LLB (Latin: Legum Baccalaureus) University of Free State 2007 - 2008 (graduated)

Damelin College South Africa

National Certificate in Banking Services Advice passed with a distinction 2003 Holy Trinity Secondary School, Winterveld, North West Province National Senior Certificate passed with a distinction N Sotho (1st language), English (2nd language), Afrikaans, Economics, Business Economics, Accounting and Mathematics

Professional courses/Training

2014 Lean Six Sigma (White Belt) Standard Bank

2013 Climate Connect Workshop (Refresher) Standard Bank 2012 PBB: Collateral for Business Banking Standard Bank 2011 Climate Connect Workshop Standard Bank

PBB: SCBT Account Maintenance & Service Assessment Standard Bank PBB: SCBT Branch AO- Assessment Standard Bank

2010 Account Opening Process Standard Bank

SAP-Products and Services Standard Bank

Money Laundering Standard Bank

FICA (Financial Intelligence Centre Act) Standard Bank FAIS (Financial Advisory and Intermediary Services) Standard Bank 2009 Core Banking Transformation Level (1 Day Course) Standard Bank Stellar Course Deliver Excellent Customer Service (1 Day Course) Standard Bank 2008 Fraud Awareness Standard Bank

First Aid Training Standard Bank

Awards received

2012 Four Star Employee Award for Centurion Branch Standard Bank 2010 Tshwane Region True Blue Awards for Service Excellence at Standard Bank 2003 Highest Percentage for Accounting Standard Grade Computer Skills

Ms Office (Word, PowerPoint, Excel, Access and Publisher) and Outlook SAP Products

SAP-Products and Services and SAP-HR employee end-user Areas of Expertise

Customer Service, administration, relationship management, data capturing, processing and maintaining of records

FICA (KYC-know your customer) processes and AML (Anti-Money Laundering) processes Career History

Employer: Metropolitan Life

Division: Retail Sales

Period: 1 November 2019- 31 January 2023

Position: Financial Advisor

Reason for leaving: Resignation (Due to commission based salary) Summary of duties and responsibilities

Provide guidance to clients and offer sound advice

Present information to clients in a professional and clear way

Speak with confidence and communicate professionally at all times

Possess good analytical skills to help solve problems that the client might have

Engage face to face as well as across digital platforms. Capacity to learn systems and technologies.

Build relationships and nurture them overtime

Drive to achieve limitless and monthly an weekly results by being resilient and self- motivated.

Employer: Standard Bank

Division: Group Operations Shared Services

Period: 16 July 2012 – 30 June 2014

Position: Maintenance Consultant

Reason for leaving: Retrenchment

Summary of Duties and Responsibilities

Understand and comply with the procedures, rules and routine systems.

Understand and comply with all processing requirements and related time constraints.

Report accurate stats to the Team Leader daily.

Detect errors and report to the team Leader daily.

Ensure blue-print compliance and adhere to laid down risk mitigation processes to mitigate against operational losses.

Investigate all customer queries received and resolve within agreed SLA’s.

Verify and action items on all reports in line with the laid down procedures.

Liaise with branch consultants, sales and service regarding account related queries.

Control filing of all entries, vouchers and reports.

Ensure that customer details are correct.

Control filing of mandates and reports in line with laid down operational procedures.

Process all instructions received from branches.

Ensure complete documentation for all related applications received in relation to the various products.

Ensure that all laid down procedures are adhered to at all times.

Ensure timeous and correct processing of all transacts in relation to reports:

2040; 2041; 2042; 2250; 2251; 6019; 7040; 7850; 10275; 10790; 10855 and IPS cheque reimbursed

Employer Standard Bank

Division: Sales department

Period: 1 December 2010- 15 July 2012

Position: Prestige Bankers Assistant

Reason for leaving: Lateral move

Summary of Duties and Responsibilities

New Business

Checking and handling all new accounts, savings, investments, cheque and account upgrades to ensure that routine compliance procedures and controls are followed in order to minimise risk or loss,

Ensure proper process is followed in terms of new accounts in the on boarding process i.e Optimax, in order to provide a service focused point of contact for new and existing clients,

Ensure the correct process is followed in terms of proper record keeping according to FAIS and FICA(Legislative Compliance)

Credit

Daily auctioning of the referral report and educating customers about appropriate account behaviour,

Making sure customers limits are renewed timeously,

Ensuring that report 2099 is actioned monthly, so that annual credit reviewed can be completed,

Control and capturing of facility letters and all correspondence to clients Home loans

Follow-ups on the application advising clients on the status of their applications,

Access bond applications and progress payments

Assisting dedicated home loan consultant, in handling calls and attending to customers. Prestige Bankers Assistant

Helping prestige clients with their daily banking needs

Doing daily referral on overdrawn accounts and limit adjustments

Liase and maintain a good relationship with prestige clients by accurately dealing with their enquiries and complaints as promptly as possible,

Actioning the KYC N report

Employer: Standard Bank

Division: Sales Department

Period: 1 January 2008- 30 November 2010

Position: Account Support Officer

Reason for leaving: Lateral move

Summary of Duties and Responsibilities

Checking and handling all new accounts, savings, investments, cheque and account upgrades to ensure that routine compliance procedures and controls are followed in order to minimise risk or loss,

Ensure proper process is followed in terms of new accounts in the on boarding process i.e Optimax, in order to provide a service focused point of contact for new and existing clients,

Ensure the correct process is followed in terms of proper record keeping according to FAIS and FICA(Legislative Compliance) Daily auctioning of the referral report and educating customers about appropriate account behaviour,

Making sure customers limits are renewed timeously,

Ensuring that report 2099 is actioned monthly, so that annual credit reviewed can be completed,

Control and capturing of facility letters and all correspondence to clients

Actioning the KYC N report

Contact Person Organisation/Company Contact Details Eva Tembu Metropolitan Life(Former Branch Manager) 067******* Gontse Ledwaba Standard Bank (Former Team leader Sales-) 083******* Louis Ferreira Standard Bank (Former second-in-charge) 072******* Ronaldie Pretorius Standard Bank (Former Team leader) 076******* References

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