Eric Mbogo

• Ensuring 100% compliance to the Bank’s policies and Procedures on Account Opening.
• Providing leadership to the Account Opening/Card and Equitel relationship officers.
• Ensuring complete, accurate and efficient account opening processes at the branch.
• Ensuring high productivity levels by staff through performance management and coaching.
• Ensuring high standards of Customer Service are maintained as the first contact person between the Bank and new customers.
• Ensuring very strong adherence to AML and KYC policy guidelines.
• Ensuring compliance to the relevant CBK prudential guidelines for new customers.
• Maintaining exceptional knowledge on various banking products and services and associated policies and
• Handles customer complaints, resolves issues, and adjusted policies to meet changing needs In Account opening.
• Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows as I also add up as a branch customer service champion.
• Enforces rules and regulations outlined in Banks pnps to set forth expectations comprehensibly and consistently.
• Conducting CDD and EDD for new and existing client's

• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Identified sales opportunities and referred customers to branch partners in financial services.
• Educated customers on use of banking website and mobile apps.
• Processed customer transactions promptly, minimizing wait times.
• Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
• Maintained accurate records of customer transactions in line with bank procedures.

• Managed customer relations on ongoing basis to maximize customer retention.
• Handling all client enquires
• Any other duties assigned by Hod.

I

• Inward and outward cheque clearing
• Electronic funds transfers eg swift and RTGS
• Reconciliation of banks branch Gls
• Posting salaries
• Sorting cash
• Handling client disputes
• Selling and purchasing of shares.
• Any other assignments assigned by HOD.