1. Olivia Sanderson
PERSONAL DETAILS
Contact number 074 521 3939(C)
Email address jesussaves2609@gmail.com
Date of Birth 26 September 1975
Marital Status Married
Address 40 Farnworth, Rugby, Milnerton, Western Cape
WORK EXPERIENCE
2012- Present FIRST NATIONAL BANK
FNB Premier Banking,Private Banker
• Proactively manage a portfolio of 400-600 high net worth clients
• Analyse each client’s individual portfolio to identify financial needs
• Open accounts and process product applications
• Provide service in a desk bound capacity, through e-mail and telephone
2011 – 2012 FNB Branch Banking, Internal Sales Consultant
• Handled and resolved escalated customer complaints and queries
• Checking of all administrative work to ensure audit requirements are met
• Open accounts and process product applications
• Provide service in a desk bound capacity, through e-mail and telephone
2010 FNB Branch Banking, Consultant
• Handled and resolved escalated customer complaints and queries
• Checking of all administrative work to ensure audit requirements are met
• Open accounts and process product applications
• Provide service in a desk bound capacity, through e-mail and telephone
2006-2009 FNB Branch Banking Commercial, Relationship Analyst
• Provide support to Sales Consultants and Relationship Managers in regard to
opening of accounts and applications for different products
• Provide leads and identify cross selling opportunities
• Scrutinizing and verifying all documents for account and product applications to
ensure audit requirements are met
• Proactively manage a portfolio of 400-600 high net worth clients
• Analyse each client’s individual portfolio to identify financial needs
• Open accounts and process product applications

2. • Provide service in a desk bound capacity, through e-mail and telephone
EDUCATION
2010 Certificate in Banking, Milpark Business School
• Basic Principles of Law
• Banking
• Basic Principles of Marketing
• Business Management
• Introduction to Economics
• Business Accounting
2013-2016 Higher Diploma in Banking, Milpark Business School
• Business Accounting
• Basic Principles of law
• Economics for Banker – Micro-Economics
• Banking 1
• Banking Law 2
SHORT COURSES AND PROGRAMS
• Siebel FNB 2009
• Fusion FNB 2013
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3. AWARDS AND ACHIEVEMENTS
2012/2013 High Flyers Awards(Elite Category)
1.Top Achiever Banker in the Country and won 2xtrips to Dubai and Jordan
2.Top banker for Personal loans – won Ebucks value R10 000.00
3. Top banker for Sales 2012-2013
4. Top Graphite Sales 2014 Feb/March – won dinner vouchers value R3500
5. Top banker for July2014 – Won R37 000.00 CASH and won trip R37 000
6. Top banker in Oct2014 – won DSTV Explora
ACCREDITATION
Moonstone
Financial Advisory and Intermediary Services (FAIS)- First Level Regulatory Examination: Representatives
SKILLS
• Computer Literate: MS Word, Excel, PowerPoint, Outlook, Siebel
• Data gathering and analysis
• Problem analysis, use of judgment and ability to solve problems efficiently
• Organization and prioritization skills
• Accuracy and attention to details
• Interpersonal communication skills
REFERENCES
First National Bank Aqib Groenmeyer, Regional Manager, FNB Premier Banking
Tel: 087 730 2910, Email: Aqib.Groenmeyer@fnb.co.za
Moneefa Masoet ,Team leader FNB Premier
Tel: 087 730 2941, email: mmasoet@fnb.co.za
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