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
Team player with ability to establish rapport with colleagues and clients
Effective time management
Positive attitude and willingness to learn
Thorough understanding of banking and financial solutions
Good analytical and problem-solving skills
Strong interpersonal Skills
Demonstrated Leadership Skills
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