Patrick Mbaabu
Banker
Nairobi
Summary
I am an ambitious and dynamic entrepreneur and banking professional who is keen on taking new challenges in my career and to join a team that is focused on change and improvement. I have a wide array skills and professional experience in several functions in the banking and financial services industry where i have always distinguished myself through integrity, innovation, and commitment to high quality service. I have a highly analytical and financial academic background, currently pursuing an MSc. in Finance and Investments at Kenya Methodist University and a BSc. (Mathematics) degree from the University of Nairobi. I am also a member of the Kenya Institute of Bankers having successfully completed the Association of Kenya Institute of Bankers (AKIB) course.
Am organized and dependable candidate successful at managing multiple priorities with a positive attitude and Willingness to take on added responsibilities to meet team goals.
I am to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
I am a detail-oriented team player with strong organizational skills with ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
14
14
years of professional experience
22
22
years of post-secondary education
1
1
Language
Work History
Real Estate Agent
Self Employment
05.2015 - Current
- Land banking and buying and selling of land Farm management and leasing
- Agribusiness - farming and selling of bananas
- Collaborated with stakeholders to complete property sales and purchases.
- Negotiated contracts with buyers and sellers to maximize customer savings.
- Developed new business and managed new and existing clients.
- Educated clients looking to sell or buy on current market conditions, legal requirements, pricing, and mortgages.
- Established positive flow of communication with agents, clients, attorneys and personnel involved in closing transactions.
- Leveraged market knowledge and analysis to provide guidance and advice on best options for clients.
- Advised clients on market conditions and property value for informed decision-making.
- Negotiated, facilitated, and managed real estate transactions.
Cash Officer
Cooperative Bank of Kenya
08.2014 - 05.2015
- Authentication of cash receipts from customers and payment to customers
- Reconciliation of branch cash and other suspense accounts related to my area of operation
- Overall branch cash management i.e
- Requisition from and repatriation of excess cash to CBK Balancing and accounting for treasury cash on a daily basis
- Marketing of bank’s liability and asset portfolio and cross-selling of other bank products
Branch sales Executive
Co-operative Bank of Kenya
05.2014 - 08.2014
- Nairobi
- Marketing of bank accounts and opening of accounts to existing and new clients
- Marketing of bank and closing sales on asset finance products
- Marketing of bank Personal loans and closing sales on the same
- Marketing and subscribing customers to banks credit card scheme
Cash Officer
Cooperative Bank of Kenya
02.2014 - 04.2014
- Authentication of cash receipts from customers and payment to customers
- Reconciliation of branch cash and other suspense accounts related to my area of operation
- Overall branch cash management i.e
- Requisition from and repatriation of excess cash to CBK Balancing and accounting for treasury cash on a daily basis
- Marketing of bank’s liability and asset portfolio and cross-selling of other bank products
Operations Manager
Ag, Co-operative Bank of Kenya
12.2013 - 01.2014
- Nairobi
- Branch custodian of all assets, ensuring they are well kept, maintained and existing as per assets book records
- Management of staff at the branch, ensuring that they carry out their duties and responsibility as per their role profile
- Branch compliance officer, ensuring that staff do their work as per the bank compliance manual
- Management of branch expenses ensuring that they are reasonable, posted to their respective accounts and don't exceeded set limits
- Handling of customers enquiries, grievances and any issue that they may have concerning the bank that requires my intervention
- Branch custodian of treasury cash together with the cash officer
- Marketing of bank’s liability and asset portfolio and cross-selling of other bank products.
Cash Officer
Cooperative Bank of Kenya Nairobi
06.2010 - 11.2013
- Replenishment, uptime monitory and reconciliation of ATM cash accounts
- Authentication of cash receipts from customers and payment to customers
- Reconciliation of branch cash and other suspense accounts related to my area of operation
- Overall branch cash management i.e
- Requisition from and repatriation of excess cash to CBK
- Balancing and accounting for treasury cash on a daily basis
- Marketing of bank’s liability and asset portfolio and cross-selling of other bank products.
Customer Service Officer
Cooperative Bank of Kenya Nairobi
01.2010 - 05.2010
- Championing of bank products and follow up of key leads to secure business for the bank and engaging existing clients on new products
- Resolving customer inquiries and issues with company's products and acting as the branch liaison officer in addressing issues raised by clients and ensuring all client issues are resolved
- Conducting customers services meetings and escalating various issues raised from such meeting by staff concerning customers to head office and other branches for quick action and resolution
- Ensuring a safe, clean, and conducive workplace environment for staff and customers
Systems Administrator
Cooperative Bank of Kenya Nairobi
05.2009 - 12.2009
- Ensure that branch systems are up and running by conducting start of day every workday
- Assisting ICT carry out system adjustment and setting up of new systems at the branch
- Escalating any system anomalies to ICT for quick action and resolution
- Handling of customer inquiries and directing them to the relevant desk for assistance
- Issuing customers with ATM card, recording and reconciliation of ATM cards held at the branch
- Undertaking system End of day processes every workday, as per the bank procedure.
Teller
Co-operative Bank of Kenya
12.2008 - 04.2009
- Receiving and payments of cash to customers
- Performing forex duties
- Receiving and sending western union &money gram transactions
- Payments of bulk cash to individuals and corporate clients
- Performing any other duties assigned by my supervisor
- Opening of accounts to new clients of the bank Ensuring that teller workstation is well stocked
Education
Masters Of Science - Finance And Investments
Kenya Methodist University
Nairobi 04.2013 - Current
Banking -
Kenya Institute of Bankers, Associate of Kenya Institute of
Bankers
Nairobi 01.2009 - 10.2013
Bachelor of - Mathematics
University of Nairobi - School of Mathematics
11.2003 - 06.2007
Certificate of Secondary -
Olkejuado High School
01.1998 - 11.2001
Skills
High level selling and negotiation skills
Lending skills
Appraisal procedures skills
Comparative market analysis skillls
Business consultant skills
Lender relations skills
Database Management skills
Market research data entry skills
Contract Negotiation skills
Staff Management skills
Strong organizational skills
Administrative support
Accomplishments
- Increased client base by 10% through personal referrals.
- Generated more than ksh 5million in sales revenue in year 2015
References
Mr. Anthony Mshamba
Cooperative Bank of Kenya
Branch Manager Likoni Branch
anto2013@gmail.com +254 733371855
Mr. Isaac w ndungu
co-operative bank of Kenya
operations manager
Indungu@co-opnak.co.ke +254 725372870
Mr. Noah Wambua Mutua
United Bank of Africa Ltd
Operations Manager
+254 721891470
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Real Estate Agent
Self Employment
05.2015 - Current
Cash Officer
Cooperative Bank of Kenya
08.2014 - 05.2015
Branch sales Executive
Co-operative Bank of Kenya
05.2014 - 08.2014
Cash Officer
Cooperative Bank of Kenya
02.2014 - 04.2014
Operations Manager
Ag, Co-operative Bank of Kenya
12.2013 - 01.2014
Masters Of Science - Finance And Investments
Kenya Methodist University
04.2013 - Current
Cash Officer
Cooperative Bank of Kenya Nairobi
06.2010 - 11.2013
Customer Service Officer
Cooperative Bank of Kenya Nairobi
01.2010 - 05.2010
Systems Administrator
Cooperative Bank of Kenya Nairobi
05.2009 - 12.2009
Banking -
Kenya Institute of Bankers, Associate of Kenya Institute of
Bankers
01.2009 - 10.2013
Teller
Co-operative Bank of Kenya
12.2008 - 04.2009
Bachelor of - Mathematics
University of Nairobi - School of Mathematics
11.2003 - 06.2007
Certificate of Secondary -
Olkejuado High School
01.1998 - 11.2001