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Customer Service Financial

Ottawa, ON, Canada
March 24, 2018

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lydia nakamya

**** ******* ****** ******, ** K*B 7K2 613-***-****

Experienced Financial Services Professional

Extensively experienced and customer-focused with over 6 years’ experience as a results-driven banking and financial services representative and advisor. Demonstrated track record of offering customers superior service and sound financial advice. Proficient understanding of loan and credit systems. Strong cash handling skills and persuasive sales ability enabling up-selling of additional banking products and services. Effective team player who is able to facilitate and develop working relationships with cross-functional groups.

Core competencies include:

Account Opening/Closing

Balancing teller till

Analysis of Risk for loans

Conflict Resolution

Cash Management


Credit Applications

Supervisory Experience

Strong Customer Service

Regulatory Compliance

Efficiency Improvements

Foreign Currency Transactions

Targeted Career Experience

Financial Advisor 2016 – 2017

Barclays Bank – Kampala, Uganda

Offered superior service to customers to meet their needs in a timely and efficient fashion

Coordinated with Bank Tellers and Customer Service Representatives to provide holistic service to clients to include more products

Reconciled bank transactions as well as prepared daily balance of cash on hand for all tellers

Completed foreign currency transactions including buying and selling foreign currency

Resolved customer complaints and any discrepancies of client accounts

Developed personal financial plans for clients covering cash management, finances, insurance coverage, investments, retirement and estate planning, taxes and legal matters

Analyzed clients' financial records, set goals and develop a financial strategy

Advised clients on implementing the financial plan to help them achieve their goals

Arranged for the purchase and sale of financial products and investments depending on the licence held, and monitor the portfolio to ensure its quality and profitability

Upheld bank security policies and procedures in all conducted business

Maintained and updated customer profiles on a regular basis

Updated high-value profiles and portfolios for important clients

Assisted with all new account opening and business deposits

Maintained strict confidentiality for all client information


Barclays Bank – Kampala, Uganda

Offered advice about Barclays’ banking products and helped customers set up accounts

that worked best for their financial situations and lifestyles

Established solid relationships with clients which allowed for cross selling of additional

products and services

Counted and balanced tills on daily basis

Processed MasterCard and Visa applications, assessing and analyzing credit risk for each

potential customer

Transported cash on hand to secure vault

Additional work Experience

Bookkeeper / Accountant 2011 – 2014

Good Times Elementary School – Kampala, Uganda

Prepared monthly, quarterly, and annual accounting budgets

Managed payroll for over 100 employees

Organized and administered legal, tax, and banking documentation

Submitted all necessary tax documentation to revenue office

Coordinated the in and outflow of the school income


Bachelor of Business Administration with focus in Accounting 2013

Ndejje University – Kampala, Uganda

Diploma in Computer Applications 2010

Makerere University – Kampala, Uganda

Diploma in Elementary Education 2002

Bishop Willis Teacher’s College – Kampala, Uganda

References Available Upon Request

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