Summary
Overview
Work History
Education
Skills
Systems
Interests And Achievements
Motivational Letter
Physical Address
Re Compliant
Personal Information
Accomplishments
Timeline
Generic

Patricia Sithole

Platform Specialist
Protea Glen

Summary

I am customer service driven and a hunter for new business and maintaining the new business. I can easily adapt to change. I like challenges as I turn to focus and pay more attention to different situations. I have good qualities in terms of building relationships and motivating people. Focusing on my work and making sure that my client's interest is well looked after by giving clients what they need and focusing on customer service for the business to grow as it receives more clients I in turn benefit from that and, I am focused on growing myself by learning as much products as i can from within the organization.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Dynamic individual with hands-on experience in sales and talent for navigating challenges. Brings strong problem-solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to making meaningful contributions and advancing organizational goals.

Overview

15
15
years of professional experience
2011
2011
years of post-secondary education
5
5
Languages

Work History

Platform Specialist (Kliprivier-Aspen)

First National Bank
01.2022 - Current
  • Drive an Increase in average balance of specific portfolio of assets as defined in the Financial Performance Report of the business
  • Optimize the portfolio and sells all enterprise online banking products to clients ensure products take up
  • Manage my portfolio to ensure growth and increase of revenue, volume and VSI
  • Manage time efficiently in order to complete all tasks within deadlines.
  • Work effectively in fast-paced environment and constant changing process environment
  • Managing and handling irate clients from all segments i.e. Growth (1 million-10 million), Mid Touch (10 million-60 million), High Touch (60 million-150 million) and Mid- Corp (150 million-600 million)
  • Collaborated with cross-functional different stakeholders (Business Banker, Personal Bankers, different product houses : Wesbank, Staffing Solutions, Forex, Investment, Debtor Finance and many more to achieve project goals on time and within budget.
  • Manage costs / expenses within approved budget to achieve cost efficiencies
  • Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
  • Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions
  • Followed all company policies and procedures to deliver quality work.
  • Build and maintain strategic relationships with internal and external parties to support the sales strategy
  • Maintenance of expert knowledge on relevant legislative amendments, industry best practices and provision of proactive advice and solutions to relevant stakeholders
  • Manage existing clients and grow portfolio through making contact and generating leads
  • Provide sales support efficiencies and services in order to ensure retention of clients
  • Provision of an efficient administration service through careful and timeous planning, reporting and updating of all related information
  • Comply with governance in terms of legislative and audit requirements
  • Enter all Qualified leads into the sales pipeline and maintain on a daily basis
  • Track, control and influence sales activities with the specific aim to increase sales efficiencies
  • Develop materials and documentation including minimum standards, templates, guidelines, FAQ's and processes
  • Develop a deep understanding of the technical trends, market, competition and trends in the market
  • Research and identify new entrants in the relevant industries (mobile, payments, finance etc)
  • Assess opportunities and threats from these entrants
  • Improve business decisions by providing accurate and reliable business intelligence (information) together with analyzing trends and data
  • Manage own development to increase own competencies
  • Plan and manage performance, skills development, employment equity, talent and culture of team in order to improve innovation, achieve efficiencies and increase competencies
  • Enhanced customer satisfaction with timely and accurate issue resolution.
  • Improved team collaboration by initiating regular strategy meetings.
  • Generated reports detailing findings and recommendations.
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.

Client Portfolio Analyst (CPA) - Business Banking/ Secondment for CPE

First National Bank
10.2019 - 12.2021
  • Conducted Client Portfolio Executive Secondment for 6 months requested by Andiswa Bata and Palesa Mabasa
  • Leads generation
  • Boosted team morale and productivity by organizing team-building activities and maintaining open-door policy for feedback and concerns
  • Portfolio Management
  • Engage with the customers in a professional way as specified in the service standards
  • Ensure customers' needs and expectations are understood
  • Deal with customer complaints and ensure that it is resolved to the satisfaction of the customer
  • Build and maintain enduring and rewarding relationships with customers
  • Ensure Banks Brand values are practised
  • Provide customers with solutions and alternatives to satisfy their needs and wants (sell and cross sell)
  • Provide the customers with all information required to make an informed decision
  • Execute activities within risk and compliance requirements
  • Achieve competence against all key result areas required
  • Implement cost effective and efficient processes and systems
  • Apply advanced written material for practical business purposes
  • Create synergy between operations, process and service innovations
  • Action all Risk Triggers
  • Manage all accounts within given Portfolio ( Segment: 60M - 150M)
  • Prepare and complete manual credit applications
  • Perfect all required securities
  • Analyzing Financial Information
  • Assist clients with forex payments and ordering of forex notes for travel


Relationship Analyst - Commercial Business Banking

First National Bank
05.2017 - 09.2019
  • Leads generation
  • Relationship Management
  • Engage with the customers in a professional way as specified in the service standards
  • Ensure customers' needs and expectations are understood
  • Deal with customer complaints and ensure that it is resolved to the satisfaction of the customer
  • Build and maintain enduring and rewarding relationships with customers
  • Ensure Banks Brand values are practised
  • Provide customers with solutions and alternatives to satisfy their needs and wants (sell and cross sell)
  • Provide the customers with all information required to make an informed decision
  • Execute activities within risk and compliance requirements
  • Achieve competence against all key result areas required
  • Implement cost effective and efficient processes and systems
  • Apply advanced written material for practical business purposes
  • Create synergy between operations, process and service innovations
  • Action all Risk Triggers
  • Manage all accounts within given Portfolio ( Segment: 10M - 60M)
  • Prepare and complete manual credit applications
  • Perfect all required securities
  • Analyzing Financial Information
  • Assist clients with forex payments and ordering of forex notes for travel

New Business Consultant Specialist

First National Bank
09.2016 - 04.2017
  • Quality checked all FICA information for the client and business
  • Attended meetings with stakeholders and clients to understand the clients needs
  • Opened new business cheque accounts and eBucks for clients
  • Guided stakeholders on how to look out for risks when onboarding a new client
  • Assisted the acquisition teams when onboarding a new client to analyze any risk imposed to the bank by the new potential client
  • Assisted stakeholders with risk, KYC and FICA projects

CIPC Coordinator

First National Bank
05.2015 - 08.2016
  • Vetted new KYC/FICA documents
  • Opened new business cheque accounts on Hogan
  • Facilitated acquiring CIPC/CIPRO documents for clients
  • Entered data, generated reports, and produced tracking documents.
  • Improved team productivity with regular communication and progress updates, fostering a collaborative work environment.
  • Enhanced customer satisfaction by responding promptly to inquiries and addressing concerns professionally.
  • Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
  • Enhanced team communication by implementing weekly coordination meetings and detailed project update emails.
  • Boosted team morale and productivity by organizing team-building activities and maintaining open-door policy for feedback and concerns.

Personal Assistant to CEO

Institute of Directors (IDoS)
10.2013 - 03.2014
  • Assisted in the preparation of presentations and reports, contributing to well-informed decision making.
  • Oversaw personal and professional calendars and coordinated appointments for future events.
  • Maintained confidentiality and discretion while handling sensitive information relevant to company operations.
  • Contributed to a positive work environment through professional demeanor and strong interpersonal skills.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Serving as a point of contact for internal and external stakeholders, representing the CEO's interests and managing relationships
  • Ability to anticipate the CEO's needs and proactively offer support.

Junior Project Educational Coordinator

GCRA Gauteng City Region Academy
11.2012 - 09.2013
  • Created safe and inclusive work environment of respect to promote positive teaching experience for teacher and assistance with diverse backgrounds.
  • Participated in workshops, seminars, education programs and other activities promoting professional growth and development.
  • Documented progress students and family or sponsors made toward graduation, achievement of educational goals and positive educational outcomes.
  • Communicated student progress and needs to program staff and managing conservator.
  • Attended and participated in extracurricular activities such as social activities, sporting activities, clubs and student organizations.
  • Encouraged and monitored progress of individual students using assessment data to inform future instruction, both in class and with tutor.
  • Coordinated referrals, service planning and documentation of services for assigned caseload.
  • Participated in weekly case staffing with program director, case managers, clinicians and supervisory staff.
  • Established and communicated clear learning objectives for activities, distributing variety of learning materials and resources for use in educational activities.
  • Maintained accurate records of program operations, including assessments results, attendance data, and discipline issues for informed decision-making processes.
  • Developed and executed targeted professional development programs that improved teacher effectiveness and student outcomes.

Volunteer (Community Service)

Headway Support Group
03.2010 - 07.2010
  • Company Overview: Headway Support Group is a NPO dedicated to assist people in variety of support program's who suffered brain injury
  • I assisted caregivers with patients and sat in counseling sessions to learn and understand the dynamics of counseling
  • Headway Support Group is a NPO dedicated to assist people in variety of support program's who suffered brain injury
  • Excellent communication skills, both verbal and written.
  • Self-motivated, with a strong sense of personal responsibility.
  • Skilled at working independently and collaboratively in a team environment.
  • Worked well in a team setting, providing support and guidance.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Worked effectively in fast-paced environments.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Education

Matric - English, Afrikaans, Mathematics, Biology, Business Economics, Natural Science

Athlone Girls High School
12-2007

Bachelor of Arts - Psychology

University Of Johannesburg
Auckland Park
02.2008 - 12.2010

RE 5 Regulatory Examination - undefined

Moonstone

Some College (No Degree) - Banking Certificate RPL

Chartall College
Johannesburg
01.2021 - 07.2021

MBA - MBA

Valar College
USA
02.2025 - Current

Skills

  • Ms Excel

  • Hogan

  • CRM Dynamics

  • PowerBI

  • Apollo

  • Ossays

  • Powerpoint Presentation

  • Outlook

  • MicroStrategy

  • FACT

  • Credit Excess Monitor

  • CAS

  • Apollo

  • SharePoint

  • CRM Dynamics

  • SOP

  • Siebel

  • Fenix- egami- Sigma

  • Credit Factoty

  • Transunion

  • CIPC

  • ERSA

  • Collate

  • JIRA- Snow

  • Windeed

  • PowerBI

  • Ghost

Systems

  • Hogan
  • MicroStrategy
  • FACT
  • Credit Excess Monitor
  • CAS
  • Apollo
  • SharePoint
  • CRM Dynamics
  • SOP
  • Siebel
  • Fenix- egami- Sigma
  • Credit Factory
  • Transunion
  • CIPC
  • ERSA
  • Collate
  • JIRA- Snow
  • Windeed
  • PowerBI
  • Oassys
  • Ghost

Interests And Achievements

  • RE 5 Regulatory Examination Certified
  • Top Performer at CIPC
  • Appointed Secondment for CPE for 4 months (07/01/20 - 10/01/21) High Touch 60 million- 120 Million under Palesa Mabasa leadership
  • Capture the Flag 05/01/23

Motivational Letter

I am customer service driven and I can easily adapt to change. I like challenges as I turn to focus and pay more attention to different situations. I have good qualities in terms of building relationships and motivating people. Focusing on my work and making sure that my client's interest is well looked after by giving clients what they need and focussing on customer service for the business to grow as it receives more clients I in turn benefit from that and, I am focused on growing myself by learning as much products as i can from within the organization.

Physical Address

19935 Volta Street, Protea Glen, Gauteng, 1818

Re Compliant

RE 5 Regulatory Examination Certified

Personal Information

  • ID Number: 89073000257084
  • Date of Birth: 07/30/89
  • Gender: Female
  • Nationality: South African
  • Driving License: B
  • Marital Status: Single

Accomplishments

  • Won Captured the flag x 5
  • Always achieved Performance score of 4.5 and above from 2015 till date


Timeline

MBA - MBA

Valar College
02.2025 - Current

Platform Specialist (Kliprivier-Aspen)

First National Bank
01.2022 - Current

Some College (No Degree) - Banking Certificate RPL

Chartall College
01.2021 - 07.2021

Client Portfolio Analyst (CPA) - Business Banking/ Secondment for CPE

First National Bank
10.2019 - 12.2021

Relationship Analyst - Commercial Business Banking

First National Bank
05.2017 - 09.2019

New Business Consultant Specialist

First National Bank
09.2016 - 04.2017

CIPC Coordinator

First National Bank
05.2015 - 08.2016

Personal Assistant to CEO

Institute of Directors (IDoS)
10.2013 - 03.2014

Junior Project Educational Coordinator

GCRA Gauteng City Region Academy
11.2012 - 09.2013

Volunteer (Community Service)

Headway Support Group
03.2010 - 07.2010

Bachelor of Arts - Psychology

University Of Johannesburg
02.2008 - 12.2010

RE 5 Regulatory Examination - undefined

Moonstone

Matric - English, Afrikaans, Mathematics, Biology, Business Economics, Natural Science

Athlone Girls High School

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Patricia SitholePlatform Specialist