Sylvia Atira

Assessing loan applications and providing knowledgeable guidance to clients to ensure accurate and complete submissions. Receiving customers at the branch and pitching various bank products to them. Engage customers with accounts who qualify for loans and educate them on loan application procedures. Conduct Know your customer(KYC) and Anti-money Laundering(AML) for customers to verify their credentials and information shared before loan approvals. Maintaining and updating clients' loan records in the bank's system to ensure accurate tracking and reporting. Ensuring prompt loan repayment through effective follow-up with clients and timely communication of loan terms and conditions. Analyzing and presenting customer feedback to management for informed decision-making, and implementing strategies for continuous improvement. Educating clients on loan application procedures, loan contract completion, and banking regulations to foster a seamless and compliant loan process. Promoting loan and bank products by leveraging market insights, industry trends, and product knowledge to meet and exceed departmental targets. Assist new customers at the bank with account opening. Assist in organizing and managing the queues at the banking hall.

Managing and monitoring customer accounts to ensure accuracy and timely payments. Receiving calls and emails on customer inquiries and resolving any issues related to their accounts, including billing and payment inquiries. Engage customers with inactive accounts and introducing new offers and products to them. Assist customers with account opening and new subscriptions. Gathering and documenting customer information, feedback, and requests to maintain accurate records and improve customer satisfaction. Maintaining regular communication with customers to establish and strengthen relationships and proactively resolved any potential issues. Analyzing customer account data and providing insights to improve retention and increase customer satisfaction. Ensured all customer account transactions were accurately recorded and processed in a timely manner. Collaborated with other departments to resolve customer account disputes and ensure customer satisfaction. Contributed to the development of customer account management policies and procedures to improve the overall customer experience.

Processing and reconciling approved advances and claim in a timely manner. Performing financial analysis and posting of approved physical vouchers for bank/sacco payments. Calculation and posting of Pay As You Earn (PAYE) based on income. Clearance of open line items and recovery of staff debts to ensure accurate financial reporting. Reallocation of funds to different cost centers for effective budget management. Conducting regular bank reconciliations to ensure accurate financial reporting. Approving customer jobs for construction projects. Conducting stock taking and store control reconciliation for inventory management. Preparation of debtors reconciliation reports after the close of each financial period. Monitoring and controlling budget and expenditure to ensure compliance with financial policies. Confirming internal order costs and posting of labor cost recovery. Clearing accounts to ensure accurate financial reporting. Receiving and reconciling Real Time Gross Settlement (RTGS) payments. Cancelling service line refunds in the Integrated Customer Service (ICS) system.