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Teller/Customer Service Advisor
I support banking operations through customer service, cash management, reconciliations, and financial reporting.
KenyaTeller/Customer Service Advisor at Caritas Microfinance Bank
Serves customers by processing account transactions, cross-selling bank products, and providing customer service. Manages cash balancing, foreign exchange, and loan disbursement while ensuring compliance with policies.
Customer ServiceCross SellingCash ManagementForeign ExchangeLoan ProcessingRTGSMobile BankingReporting
Processed supplier invoices and statutory deductions, managed petty cash and fixed assets, and performed treasury duties. Reconciled ledgers and corrected erroneous transactions.
Cash ManagementFixed Assets ManagementTreasury
Pursuing a Master of Science in Finance, ongoing since 2023.
Pursuing a Master of Science in Finance, ongoing since 2023.
Earned a Bachelor of Cooperative Management with Second Class Upper Division.
Attained Kenya Certificate of Secondary Education with a grade of B (Plain).
Provided administrative support including cross-selling Sacco products, directing customers, and managing documents. Handled phone calls and assisted with appointments.
Customer ServiceAdministrative SupportDocument Management
Examined FOSA reimbursement claims, highlighted anomalies, and reviewed insurance thresholds. Audited salary advances for compliance and reconciled daily transactions.
Internal AuditComplianceRisk Assessment
Profile sourced from Himalayas.