Competent Relationship officer driven to exceed sales goals and build long-term relationships with customers. Facilitate positive experiences through high-quality customer care and prompt resolution of complaints and issues.
Overview
4
4
years of professional experience
Work History
Relationship Officer
Equity Bank Limited
09.2023 - Current
Facilitated meetings and discussions between clients, sales and delivery teams.
Increased referral business by actively networking within the community and participating in local events representing the bank.
Monitored, followed-up and escalated cases to meet customer response commitments.
MONITORING AND EVALUATION
Equity Group Foundation
09.2022 - 07.2023
Conduct regular surveys and provide technical assistance to staff.
DATA ENTRY CLERK
Equity Group Foundation
05.2021 - 12.2021
Entering and updating scholars information in the bank's database accurately and efficiently
Ensuring the completeness and accuracy of scholars data and documentation
Identifying and correcting errors in data entries and ensuring data quality
Preparing and distributing reports on a regular basis or as requested.
HEAD OF GUIDING AND COUNSELLING DEPARTMENT
Kiwandani Secondary School
01.2021 - 04.2021
Providing guidance and support to students who are experiencing personal, academic, or social challenges
Collaborating with other school staff, parents, and community organizations to provide comprehensive support for students
Supporting the overall academic success of students by providing academic guidance, mentoring, and tutoring services
Teaching assigned classes and carrying out other teaching-related duties as assigned by the school administration.
SALES ASSOCIATE
Platinum Credit Ltd.
06.2020 - 01.2021
Conducted sales and marketing of financial products to potential clients
Generated leads and followed up with potential clients to close deals
Conducted product demonstrations and provided excellent customer service.
Education
Bachelor's Degree in Education-Arts - Mathematics and Business Studies
PWANI UNIVERSITY
Kilifi, Kenya
Skills
Strong writing and communication skills, including public speaking abilities
Strong organizational skills to plan and coordinate events
Training and Facilitation: Ability to deliver professional development, leadership, interpersonal skills, financial management, and marketing/entrepreneurship trainings
Ability to develop analytics rubrics to monitor risk associated with engaging scholars
Competent with knowledge of data collection and analysis software
Computer literate with high command in MS Word, PowerPoint, and Excel skills
Leadership Experience
PART-TIME MENTOR, Equity Group Foundation, Coast, Kenya, 01/2017 - present, Worked with Wings to Fly and Elimu Scholars to help them navigate the challenges of school, personal life, and future planning., Provided guidance, support, and encouragement to the mentees., Listened actively, offered constructive feedback, and helped the mentees develop their strengths and overcome their weaknesses.
PART-TIME MENTOR, Sombeza Pwani, Kilifi, Kenya, 08/2021 - present, Provided guidance, support, and encouragement to the mentees., Listened actively, offered constructive feedback, and helped the mentees develop their strengths and overcome their weaknesses., Donated sanitary towels to the disadvantaged students.
References
Bernard Miringu, Regional Mentorship Coordinator, Equity Bank Limited, Bernard.miringu@equitybank.co.ke, 0725296062
Joseph Mwadzombo, Regional Manager Customer Service Experience, Equity Bank Limited, Joseph.Mwadzombo@equitybank.co.ke, 0763420418