Summary
Overview
Work History
Education
Skills
Accomplishments
References
Timeline
Generic

Jacinta Mathu

Nairobi,30

Summary

Analytical, results oriented, Organized and charismatic professional banker with more than 10 years of professional experience anticipating customer needs and bringing in more business. Dedicated to superior customer service and relationship management with a demonstrated ability to lead and deliver results within given timelines.

Overview

9
9
years of professional experience

Work History

RELATIONSHIP OFFICER OPERATIONS

Equity bank (k) ltd
04.2012
  • Receiving and handling customer service.
  • Correspondence through switch board calls.
  • Welcoming and directing clients appropriately.
  • Receiving customer deposits and making payments to customers.
  • Cross selling other Equity bank products to customers.
  • Generating customer statements on request to customers.
  • Marketing the Bank products to customers and build a relationship with them.
  • Receiving cheques and depositing them to their respective accounts.
  • Currencies transactions.
  • Cash Management.
  • Marketing.
  • Forex and Mobile money transfers.
  • Batch proofing.
  • Opening new accounts.
  • Issuance of ATM cards.
  • Documentation and Data entry.
  • Batch proofing.
  • Equitel lines issuance.
  • Internet banking recruitment and training.
  • Data entry and reconciliations.

BACK OFFICE

Equity Bank (K) Ltd
Kayole Branch
01.2023 - Current
  • Teller Management
  • Cash Sorting, confirmation and Repatriation.
  • ATM custodian
  • Risk Management- Manage and maintain cash limits both at the Intraday and Reserve.
  • Ensure alertness to the risk of money laundering and assist the Banks effort in combating it by reporting suspicious transaction and safeguarding records.
  • Plan and coordinate delivery and collection of cash to and from Cash Centre.
  • Spearheading Compliance and Risk Management.

Branch Accountant

Equity Bank (K) Ltd
Kayole Branch
01.2021 - Current
  • Daily monitoring of office General Ledgers.
  • Timely preparation and filling of monthly branch returns.
  • Expensing of accountable imprests and prepayments.
  • Reconciliation of various accounts.
  • Monthly preparation of financial reports for the branch as per the policies and procedures.
  • Training customers on a cash and liquidity management system that enables client to make transactions online and generate financial reports.
  • Maintain accurate records and reports

RELATIONSHIP OFFICER -CASHLESS

Equity bank (k) ltd
KAYOLE BRANCH
05.2018 - 12.2019
  • Receive data from the partner organizations that needs to transform their payments to cashless and identify any missing information that is required and request for the same from the relevant organization.
  • Liase with cash and liquidity management department and ICT department to ensure the customers are coded and cashless instructions effected in the systems data base.
  • Conduct field visits and effectively train customers on how to pay for their merchandise using cashless solutions and also how to deal with online fraud and cyber security.
  • Identify areas where there is potential business for the bank and refer the identified clients to relevant departments for a follow up and recruitment.
  • To ensure seamless cashless business, I would identify areas that had few or no agents and recruit quality agents to ensure the customers do not get inconvenienced while transacting

intern

national cereals and produce board
09.2015 - 12.2015
  • Date entry – Farm inputs and produce.
  • Assisting in daily labor planning and processing of payments for the labor force.
  • Stock taking and Reconciliation.
  • Preparations of client invoices.
  • Assisted in conducting market analysis and Research on Cereals.

Education

BSC AGRIBUSINESS MANAGEMENT, second class upper - undefined

University of Nairobi

MT. Carmel Girls’ Secondary School Skills - undefined

Skills

Proficient in both oral and written communication

Accomplishments

Successful development an excel software for labor management which curbed issues of proliferation of ghost workers hence realization of value through, minimized operational losses

References

  • Elizebah Nekesa Mang’oli, Project Manager, Equity Bank, 0705461195, Elizabeth.Mangoli@equitybank.co.ke
  • Samuel Keige Joseph, Security Operations Centre Manager, Revere Technologies Ltd, 0729536638, Samuel@revere-tech.com
  • Racheal Kimani, Records Manager, National Cereals and Produce Board, 0728657449, Rachealkimani@ncpb.co.ke

Timeline

BACK OFFICE

Equity Bank (K) Ltd
01.2023 - Current

Branch Accountant

Equity Bank (K) Ltd
01.2021 - Current

RELATIONSHIP OFFICER -CASHLESS

Equity bank (k) ltd
05.2018 - 12.2019

intern

national cereals and produce board
09.2015 - 12.2015

RELATIONSHIP OFFICER OPERATIONS

Equity bank (k) ltd
04.2012

BSC AGRIBUSINESS MANAGEMENT, second class upper - undefined

University of Nairobi

MT. Carmel Girls’ Secondary School Skills - undefined

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Jacinta Mathu