Summary
Overview
Work History
Education
Skills
Certification
Affiliations
References
Accomplishments
Timeline
Generic

Purity Njoki Wahome

Customer Service Expert/Accountant
Embu,Eastern

Summary

Dynamic professional with a Bachelor’s degree in Accounting and over 10 years of experience in customer service management. Proven track record in enhancing customer experiences and driving financial efficiencies. Adept at leveraging financial acumen to support strategic decision-making and customer satisfaction

Overview

12
12
years of professional experience
4
4
years of post-secondary education
3
3
Certifications

Work History

Customer Service Manager

Equity Bank Kenya
1 2016 - Current
  • Lead and enhance customer service delivery, resulting in 35% increase in customer satisfaction scores
  • Manage customer inquiries, resolve complex issues, and coordinate escalation to relevant departments
  • Develop and facilitate training programs for bank products, boosting branch sales by 35%
  • Foster collaborative relationships across branch departments, service providers, and stakeholders
  • Spearhead regular customer satisfaction surveys, implementing feedback to improve services
  • Oversee strategic marketing campaigns, contributing to 30% growth in product adoption
  • Ensure compliance with bank policies through routine checks and adherence to service level agreements
  • Supervise and mentor front office staff, enhancing team efficiency and service quality.
  • Managed complex customer issues effectively, navigating multiple internal resources to identify and implement the best possible solutions.
  • Resolved customer complaints while prioritizing customer satisfaction and loyalty.

Branch Champion-Equity Group Foundation

Equity Bank-Kenya
01.2015 - Current

- Identify and recruit eligible needy students for scholarship programs, ensuring alignment with program criteria and objectives.
- Provide mentorship to students under scholarship, supporting their academic success and personal development.
- Collaborate with educational institutions, community leaders, and other stakeholders to promote scholarship opportunities and drive successful recruitment.
- Monitor the academic progress and well-being of scholarship recipients, implementing intervention strategies as needed.
- Organize workshops and training sessions to equip students with life skills, including financial literacy and career planning.
- Assist in managing scholarship fund disbursements, ensuring timely and accurate support for recipients.
- Develop and maintain a tracking system to monitor the long-term outcomes and success of scholarship recipients.

Service Desk Officer

Equity Bank Kenya
01.2014 - 12.2015
  • Supervised daily cash handling operations, ensuring accuracy in deposits, withdrawals, and account reconciliations
  • Leveraged financial insights to develop customer service strategies that improved both customer satisfaction and operational efficiency
  • Monitored and collected overdue loans, reducing loan arrears by 25%
  • Provided expert advice to clients regarding their banking inquiries and product options
  • Utilized ERP, Oracle, and Microsoft Office to streamline service operations
  • Acted as a key liaison between the bank and clients, improving client relations
  • Trained new staff on the bank’s credit system, ensuring adherence to procedures.

Relationship Officer Operations

Equity Bank Kenya
06.2012 - 12.2014
  • Managed daily cash operations, ensuring accurate reconciliation and minimal discrepancies
  • Promoted cross-selling of products, leading to a 10% increase in account openings
  • Handled internal funds transfers, foreign currency exchanges, and inter-country transactions
  • Promoted cross-selling efforts by educating staff on bank products and services, resulting in increased sales
  • Enhanced the overall customer experience by working closely with the team to identify and address specific areas for service improvement
  • Increased account retention with proactive outreach efforts targeting existing customers facing potential account closure or dissatisfaction issues
  • Built trusting relationships with customers through attentive listening skills, insightful problem-solving abilities, and empathetic service approach
  • Maintained a secure work environment by enforcing safety protocols and conducting regular audits of vaults, cash drawers, and security systems
  • Promoted bank's products and services by consistently cross-selling to customers
  • Researched and resolved customer issues on personal savings, checking, and line of credit accounts.

Education

Bachelor of Commerce, Accounting Option - Accounting

Jomo Kenyatta University of Agriculture And Technology (JKUAT)
Kiambu County
01.2011 - 04.2011

Kenya Certificate of Secondary Education (KCSE) - K.C.S.E

Nguviu Girls High School
Embu
01.2003 - 04.2006

Skills

Customer Relationship Management

Team Leadership & Development

Credit Monitoring & Loan Collections

Strategic Marketing & Business Mobilization

Financial Analysis & Reporting, Budgeting and forecasting

Training & Staff Development

ERP & Oracle Systems

Regulatory Compliance

Microsoft Office Suite (Word, Excel, PowerPoint)

ERP & Oracle Systems

Data Analysis & Reporting Tools

Certification

Certified Public Accountant (CPA) – Currently pursuing CPA Section 3 at KCA University

Affiliations

Member of [Relevant Professional Body]

References

1. Samuel Ngari,

Business Growth and Development Manager-Equity Bank Nakuru Branch

Contact:


2. Ngunjiri Maina,

Credit Manager, Equity Bank Nyeri Branch

Contact:


3. Pauline Kihiu,

KESSHA Chairperson, Nakuru-Bahati sub county,

Contacts: 

Accomplishments

Achieved an improved CSAT performance of my current work station from an average of 68% in 2021 to a current high of 91% with a possible achievement of the company's desired target of 95% by 1st quarter of 2025.

Achieved changing the working model of the current station from the rigid-specialized services per desk to one-stop-shop through constant product trainings and mentoring of staff Supervised team of 59 staff members and instilling a team work spirit

Timeline

Certified Public Accountant (CPA) – Currently pursuing CPA Section 3 at KCA University
12-2024

Elevating Customer experience- Moodys Online classes-2024

09-2024

Branch Champion-Equity Group Foundation

Equity Bank-Kenya
01.2015 - Current

Service Desk Officer

Equity Bank Kenya
01.2014 - 12.2015

Relationship Officer Operations

Equity Bank Kenya
06.2012 - 12.2014

Bachelor of Commerce, Accounting Option - Accounting

Jomo Kenyatta University of Agriculture And Technology (JKUAT)
01.2011 - 04.2011

Kenya Certificate of Secondary Education (KCSE) - K.C.S.E

Nguviu Girls High School
01.2003 - 04.2006

Customer Service Manager

Equity Bank Kenya
1 2016 - Current

Foundations of Banking and Credit-Moodys Online Classes-2024

Purity Njoki WahomeCustomer Service Expert/Accountant