Summary
Overview
Work History
Education
Skills
Languages
Affiliations
References
Timeline
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BARBRA MWANIKI

NAIROBI, 100

Summary

Dynamic Relationship Officer with a proven track record at Equity Bank, excelling in customer relationship management and financial advising. Recognized for enhancing client satisfaction through proactive communication and tailored solutions. Skilled in account management and process optimization, I thrive on delivering exceptional service and fostering loyalty among clients.

Overview

5
5
years of professional experience

Work History

RELATIONSHIP OFFICER OPERATIONS

EQUITY BANK
NAIROBI, KENYA
08.2024 - Current
  • Assisted customers with account inquiries and transaction requests efficiently.
  • Managed client relationships to enhance customer satisfaction and loyalty.
  • Provided product information to help clients make informed financial decisions.
  • Conducted regular follow-ups with clients to address their banking needs.
  • Provided financial advice to clients based on their needs and goals.
  • Assisted customers in opening new accounts and resolving any queries or issues they had.
  • Opened new accounts, collected client documentation and processed transactions.
  • Collaborated with internal teams to maximize customer satisfaction levels.

BRANCH ATTACHEE

FORTUNE SACCO
KERUGOYA, KENYA
01.2021 - 04.2021
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Recognized by management for providing exceptional customer service.
  • Aided in marketing and product pushing for business continuity.

Education

Bachelor of Science - Agribusiness

JKUAT, MAIN CAMPUS
NAIROBI, KENYA
06-2024

Some College (No Degree) - SPSS And STATA Statistical Packages

KESAP RESEARCH CENTER
NAIROBI, KENYA

Skills

  • Customer relationship management
  • Financial advising
  • Account management
  • Market analysis
  • Data entry
  • Client communication
  • Service orientation
  • Process optimization

Languages

English
First Language
Swahili
Advanced (C1)
C1

Affiliations

  • Public speaking
  • I play for Equity Bank's badminton team

References

References available upon request.

Timeline

RELATIONSHIP OFFICER OPERATIONS

EQUITY BANK
08.2024 - Current

BRANCH ATTACHEE

FORTUNE SACCO
01.2021 - 04.2021

Bachelor of Science - Agribusiness

JKUAT, MAIN CAMPUS

Some College (No Degree) - SPSS And STATA Statistical Packages

KESAP RESEARCH CENTER
BARBRA MWANIKI