Calvin Otwori
Banker
Nairobi
Summary
Self-motivated Relationship Officer skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences. Proven record of achieving operational efficiency and quality standards and demonstrating compliance with Kenyan regulations. Exhibits exceptional analytical skills and to conceptualize business proposals and provide viable solutions. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
8
8
years of post-secondary education
Work History
Head of Marketing
Equity Bank
10.2023 - Current
- Managed trade show presence, maximizing exposure through eye-catching booth designs and engaging presentations.
- Increased brand awareness by developing and implementing strategic marketing campaigns.
- Led a team of marketing professionals for successful product launches and promotions.
- Analyzed competitive landscape, identifying potential threats and opportunities for strategic positioning in the marketplace.
- Maintained reporting and developed actionable insights to continually improve branding efforts.
Branch Accountant
Equity Bank Limited
06.2020 - 10.2023
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role
- Monitored, followed-up and escalated cases to meet customer response commitments
- Supported operations team in implementing sales tactics and achieving growth objectives and sales targets
- Worked with clients to address and respond to client and partnership management issues
- Worked with front office and back office departments to facilitate communication and deliver personalized solutions to customers.
- Coordinated tax filings by working closely with tax consultants to ensure accurate preparation of returns.
Cash/Front Office Champion
Equity Bank Limited
06.2019 - 06.2020
- Monitored, followed-up and escalated cases to meet customer response commitments
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role
- Maintained and built close relationships with customers through regular contact and visits
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Front Office Champion
Equity Bank Limited
11.2017 - 12.2018
- Monitored, followed-up and escalated cases to meet customer response commitments
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role
- Bulk teller assisting clients dealing with huge cash transactions
- Worked with clients to address and respond to client and partnership management issues
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Participated in staff meetings to discuss innovative strategies to improve services.
Relationship Officer
Equity Bank Limited
05.2016 - 08.2016
- Monitored, followed-up and escalated cases to meet customer response commitments
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Relationship Officer
Equity Bank
05.2015 - 08.2015
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Participated in industry events and trade shows to promote products and services
- Facilitated workshops and seminars to educate customers on product features and benefits.
Education
High School -
Kanga High School
03.2011 - 05.2014
Certified Public Accountant - Accounting And Finance
Kasneb
02.2023 - Current
Bachelor Of Commerce - Accounting And Finance
The Technical University of Kenya
08.2015 - 05.2019
Skills
Service supportundefined
Accomplishments
- Resolved product issue through consumer testing.
- Achieved the best results in 2017 being top national in selling Eazzy banking Application through effectively helping with Equity Embakasi Branch team.
- Current chairperson Equity Bank Nairobi West welfare and fellowship leader. This has earned me the best chairperson in the history of the branch.
Timeline
Head of Marketing
Equity Bank
10.2023 - Current
Certified Public Accountant - Accounting And Finance
Kasneb
02.2023 - Current
Branch Accountant
Equity Bank Limited
06.2020 - 10.2023
Cash/Front Office Champion
Equity Bank Limited
06.2019 - 06.2020
Front Office Champion
Equity Bank Limited
11.2017 - 12.2018
Relationship Officer
Equity Bank Limited
05.2016 - 08.2016
Bachelor Of Commerce - Accounting And Finance
The Technical University of Kenya
08.2015 - 05.2019
Relationship Officer
Equity Bank
05.2015 - 08.2015
High School -
Kanga High School
03.2011 - 05.2014
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