Sales Representative at Family Bank with 3+ years of microfinance experience. Skilled in financial analysis, portfolio management, and customer relationships. Drive results through data-driven decisions. Seeking a challenging role to grow and contribute to organizational success
Overview
5
5
years of professional experience
8
8
years of post-secondary education
Work History
Direct Sales Representative
Family Bank Limited
Bomet, Kenya
08.2025 - Current
Engaged customers to understand their financial needs and recommend suitable products.
Assisted in processing account openings and maintaining accurate customer records.
Educated clients on banking services and promoted new offerings effectively.
Collaborated with team members to achieve sales targets and enhance customer satisfaction.
Conducted follow-ups with customers to ensure satisfaction and address concerns promptly.
Participated in training sessions to learn about new products and sales techniques.
Maintained up-to-date knowledge of company's products and services.
Created reports detailing sales progress, customer feedback, and marketing trends.
Followed up with customers post-sale to ensure satisfaction with their purchase experience.
Demonstrated product features to align with customer needs.
Discussed service levels with customers and potential upgrades.
Participated in team meetings to discuss strategies for achieving goals.
Credit Officer
Olbutyo Financial Service Association
Bomet, Kenya
01.2021 - 08.2025
Evaluated credit applications for accuracy and completeness.
Analyzed financial data to determine creditworthiness of applicants.
Communicated with clients to gather additional financial information.
Maintained accurate records of all credit transactions and decisions.
Ensured compliance with company policies and regulations in credit assessments.
Recommended approval or disapproval of different loan types based on established criteria.
Reviewed credit applications and financial statements to determine customer creditworthiness.
Analyzed customer accounts, payment trends, and credit ratings to assess risk of default.
Maintained accurate records of all customer interactions including notes on conversations and decisions made.
Education
Bachelor of Commerce - Finance option
South Eastern Kenya University
09.2016 - 12.2020
KCSE -
Mara Senior Academy
Bomet, Kenya
02.2012 - 11.2015
KCPE -
Chepleliet Primary School
Skills
Ability to establish effective working relationships
Multi-tasking
Prioritization
Organizational
Financial analytical
Customer service experience
Decision making
Languages
Kiswahili
English
Kalenjin
References
Mr. Victor Kipkorir Too, 0723320157, Olbutyo Financial Service Association (FSA) Supervisor, kipkorirvic8@gmail.com
Mr. Ernest Kimutai Tonui, 0726456940, Family Bank Relationship Officer, kimtonui@gmail.com
Mr. Kiprotich Eric, Teacher, Kesosio Junior Secondary School, 0715982052, erickiprotich2@gmail.com
Hobbies and Interests
Watching movies and series
Playing football
Participations
Academic Prefect and member of Wildlife club from 2011-2015 at Mara Senior Academy
Member of South Eastern Kenya University Entrepreneurship Club