E*****I

December 12, 1990

About Candidate

Dynamic and result-oriented banking professional with over 6 years of experience in customer service, Teller, business development, and credit operations. Adept at managing customer relationships, driving business growth, and ensuring compliance with banking regulations. Proven ability to deliver exceptional customer experiences, resolve complex issues, and achieve organizational targets. Proficient in CRM systems, MS Office Suite, and financial data analysis.

Education

C
Certificate in Advanced Excel 2024
Regional College of Management
B
Business Data Analytics 2024
Regional College of Management
C
Certified Public Accountant (CPA) K Finalist 2024
Regional College of Management
B
Bachelor of Commerce (Accounting Option) 2013
Egerton University

Second Class Honors (Upper Division)

K
Kenya Certificate of Secondary Education 2009
Wellspring School

Grade B (Minus)

Work & Experience

C
Customer Experience Advisor Nov 2022 - Oct 2024
State Bank of Mauritius Kenya (SBMK)

• Delivered high-quality customer service, ensuring a world-class experience in line with company standards. • Educated customers on banking products and services, encouraging feedback and engagement. • Proactively managed customer instructions and inquiries, resolving issues within agreed timelines. • Updated and maintained customer data in the CRM system, ensuring accuracy and compliance with operational guidelines. • Managed the issuance of customer instruments such as chequebooks, debit, and prepaid cards. • Drove business growth through new customer acquisition and deepening existing client relationships. • Ensured compliance with AML and KYC regulations, escalating suspicious activities to the relevant authorities.

R
Relationship Officer Jul 2019 - Apr 2020
Letshego Kenya Limited

• Assisted clients with loan applications, business planning, and credit delivery processes. • Conducted business appraisals and residential visits to assess clients' creditworthiness. • Monitored loan repayments, followed up on arrears, and resolved repayment-related issues. • Ensured compliance with service delivery policies and maintained accurate loan documentation.

M
Micro Credit Officer may 2016 - Apr 2019
Housing Finance Company

• Assessed and managed clients’ credit risk, ensuring compliance with internal credit policies. • Oversaw the branch's micro-credit and SME loan portfolio, achieving growth and quality targets. • Conducted business assessments, prepared credit appraisals, and facilitated loan approvals. • Developed strategic partnerships and conducted marketing initiatives to recruit new clients.

B
Business Development Officer May 2015 - April 2016
SMEP Microfinance Bank Ltd

• Marketed bank products and facilitated client recruitment and registration in designated areas. • Trained clients on banking policies, basic business skills, and loan management. • Managed loan disbursement and deposit mobilization, ensuring growth and quality targets were met. • Maintained client information and fostered positive public relations between the bank and the community.

Portfolio

Skills

Banking Software & CRM Systems
Customer Service Excellence
Business Development & Sales
Loan Processing & Credit Assessment
Risk Management & Compliance