About

Finance Specialist helping clients identify and achieve financial goals through comprehensive array of products and services to develop sound, long-term financial strategy. Highly competent at delivering prudent financial management and implementing innovative accounting standards that impact business. Committed to building financial portfolio through demonstration of uncompromising integrity and communication of complex metrics. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Skills

  • Customer Service and Support
    10
  • Banking
    10
  • QuickBooks
    8
  • Book keeping
    7
  •  Cash Handlings and Mathematics
    10

Experience

rose mwake

Work experience
  • Management of front office activities.
  • Handling customer enquiries, complains and instructions,
  • Account opening
  • Management of branch mail,
  • Reconciliation of cheque books held and all atm card held,
  • Snapchecks
  • Co-ordinate branch customer service activities,
  • In-house training, on-the-job training and product awareness

rose mwake

Work experience
  • January, 2018 - December, 2021
  • Fulltime
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
  • Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
  • Processed wide variety of retail banking transactions for personal and commercial customers.
  • Referred customers to other banking departments for specialized services
  • Performed account maintenance by closing out accounts and changing customer addresses.

rose mwake

Work experience
  • October, 2015 - January, 2018
  • Fulltime
  • Processed Full Time Staff Equivalent and Production Unit payment claims
  • Processed payment vouchers and cheques for suppliers.
  • Controlled basic accounting functions such as checking invoices and making deposits
  • Managed petty cash, monitored and ordered inventory of office supplies.
  • Provided clerical support, addressing routine, and special requirements.
  • Maintained organized files and stocked supplies to support team needs and maximize performance.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.

Related persons

Hillary NgugiADMINISTRATIVE ASSISTANT at The Technical University of Kenya