Kelvin Kipkorir
Finance
Eldoret, Uasin Gishu
Summary
Proven track record in enhancing bank revenues and customer satisfaction at Cooperative Bank through effective relationship management and cross-selling. Excelled in financial product knowledge and customer service, achieving significant business growth. Demonstrated strong portfolio management and interpersonal skills, contributing to team success and customer loyalty.
Overview
9
9
years of professional experience
Work History
Personal Banking Officer
Cooperative Bank
2023.04 - 2024.05
- Identified opportunities for cross-selling products, resulting in higher revenues for the bank.
- Enhanced customer satisfaction by proactively addressing and resolving banking concerns.
- Developed strong relationships with customers, leading to increased loyalty and repeat business.
- Collaborated with cross-functional teams to identify opportunities for process improvement within the branch.
- Participated in community events on behalf of the bank to strengthen local ties while promoting brand visibility within target markets.
- Boosted sales of financial products by delivering compelling presentations to potential clients.
- Cross-sold bank products and services to meet customer needs and provide options.
Saleas Executive
Cooperative Bank
2022.01 - 2023.04
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Negotiated and closed profitable sales contracts with new and existing customers to increase loyalty and retention.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
Accounts Assistant Intern
Kenya Reinsurance Corporation
2018.06 - 2018.12
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Supported the accounting team with month-end closing procedures, ensuring timely completion and accurate reporting.
- Assisted in the preparation of accurate financial reports for senior management decision making.
- Improved cash flow management by monitoring accounts receivable and following up on overdue invoices.
Protocal Volunteer
Iaaf Kenya
2017.01 - 2017.12
- Assisted with special events and programs.
- Maintained clean, neat, and operational facilities to serve program needs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
- Used strong interpersonal communication skills to convey information to others.
Intern
Consolidated Bank
2015.05 - 2015.12
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Analyzed problems and worked with teams to develop solutions.
- Interacted with customers by phone, email, or in-person to provide information.
Education
CPA -
KINGS COLLEGE
2001.04 -
Bachelor of Commerce - Finance
Catholic University of Eastern Africa
Nairobi, Nairobi Province, Kenya 2001.04 -
Skills
Relationship Management
Cross-Selling Products
Loan Processing
Portfolio Management
Branch operations
Financial product knowledge
Customer Service
Positive Attitude
Teller Support
Banking
Accounting and Finance
Loans
Business Development
Timeline
Personal Banking Officer
Cooperative Bank
2023.04 - 2024.05
Saleas Executive
Cooperative Bank
2022.01 - 2023.04
Accounts Assistant Intern
Kenya Reinsurance Corporation
2018.06 - 2018.12
Protocal Volunteer
Iaaf Kenya
2017.01 - 2017.12
Intern
Consolidated Bank
2015.05 - 2015.12
CPA -
KINGS COLLEGE
2001.04 -
Bachelor of Commerce - Finance
Catholic University of Eastern Africa
2001.04 -