Highly-motivated Economics graduate with five years of experience in Economics and finance
related disciplines. I am ambitious, hardworking and seeking to find a company that I can grow
with as I achieve their goals. I have the following skills:
Sound Judgment Skills
Good Negotiation Skills
Excellent Interpersonal Skills
Good Financial Analysis Skills
Customer care skills
A general awareness of the current business trends. Communication skills
Result oriented
Innovative
Ability to establish and nurture business relationships. Business awareness
Competent in the basic computer packages
Proficiency in STATA, EXCEL, Lips and E-VIEWS computer software
Report writing and presentation
Experience
CO-OPERATIVE BANK OF KENYA
Apr 2018 – Jul 2023
NAIROBI, KENYA
SALES AND SERVICE ADVISOR
Conducting all financial transactions in all currencies through all channels as per the policy
and procedures. Migration of transactions by advising customers on the existence of alternative channels and
location of bank agents. Focus on enhancing distinctive customer experience by delivering quality and timely service. Ensure the banking hall is well maintained in the standardized neat and pleasant ambience
with all the facilities in working order. Strict adherence to all regulations, statutes, standards, practices and all internal processes
and procedures as per the relevant manuals and comply with all relevant external legislation
and regulations with regard to Compliance requirements. Ensure that as a staff you actively contribute to the branch attaining a “Satisfactory” rating in
both internal and external audit by performing your role to the required standards and
adhering to all internal processes and procedures as per relevant manuals, policies and
regulations of the bank. Ensure that all risk management requirements within your remit are addressed and where
necessary escalated through the available defined channels
2. Business Growth and Development
Being on hand to advise customers on different solutions and services. First contact resolution of customer issues and hence making issue resolution our
competitive advantage. Drive and deliver exceptional sales and performance by identifying and recruiting potential
customers and cross selling other products. Cross-Selling Services and products within the Bank in an effort to improve the product
holding per customer. Calling of customers as per the priority list to cross sell the available financial solutions. Center the full sales and service support around the customer preference and needs. Proactively market business lending & deposit opportunities and solutions from current &
prospective clients as per the policy and procedure.
