Financial Reporting Accounting Officer

CURRICULUM VITAE

PERSONAL DETAILS

Name: LILIAN WILIAM MATIMBWI

Telephone: 061*******

Email: ***************@*****.***

Date of birth: 14th August 2001

Citizenship: Tanzanian

Marital status: single

Sex: Female

EDUCATION BACKGROUND

• Bachelor of accounting and taxation 2020 -2023

• Advanced certificate of Secondary Education Examination (ACSEE) – Loreto girls secondary School 2018-2020

• Certificate of Secondary Education Examination (CSEE)-Maghabe Secondary School 2014 - 2017

• Certificate of Completion of Primary Education (CCPE) – St Agness chipole primary school WORKING EXPERIENCE

EQUITY BANK – MWANZA BRANCH

RELATIONSHIP OFFICER

• Develop and maintain professional understanding of customer base to assist deepening current banking relationships in Retail segments.

• Ensure development and quality assets, liabilities and revenues for the Retail segments

• Develop and oversee relationships with clients to ensure top level customer experience.

• Proactively alert responsible teams in the bank with respect to any potential issues with customers.

• Preforming as a key contact point of portfolio of retail segment clients dealing with routine matters throughout range of services and products.

• To ensure to “know Your Customers” requirements as prescribed by the banks are duly adhered to.

• Derive insight of competitors and market activities in general and effectively feedback to management for appropriate decision making.

• Maximize sales referral opportunities by working with other internal and external stakeholders, and ensure maximum product penetration, in a 360 degree view, to customers.

• Maximize customer profitability by enhancing product usage and optimum number of product per customer through cross selling.

• Participate in monitoring and detecting fraudulent activities by reviewing transactions, verifying customer information and implementing security measures.

• Collaborate with team members to assist clients in fulfilling retail segment banking needs

• Assist in maintain accurate records and documentation to ensure compliance with regulatory requirements.

• Experience on analyzing potential loan markets and develop referral networks in order to locate prospects for loans

• Maintain updates records of loan applicants, follow up with clients about Loan renewals monitor progress of existing loan.

• Marketing different products to customers concerning bank products especially Loan

(Consumer Loan) and managing customer complains on time. OPERATION

• Maintained confidentiality of bank records and clients information.

• Performed transactional, operational and customer support task through knowledge of bank procedures and products.

• Delivered exceptional services to customers in person or over the telephone.

• Balanced daily cash deposits with zero error rate.

• Built and maintained client relationship through quality, personalized interactions.

• Entered customer transactions into computers to record transactions and issue computer

– generated receipts.

• Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.

• Adhered to financial services security and audit procedures.

• Identified and reported suspicious behavior to security personnel as appropriate. TANZANIA REVENUE AUTHORITY-ARUSHA

JULY 2022 – SEPT 2022

TAX OFFICER

• Supervising customers on their premises to see if they pay tax on time and use the Electronic Fiscal Device and issue receipts on sale.

• Collection of Value Added Tax (VAT) and Skills Development Levy (SDL) OTHERS

SKILLS AND ABILITIES

• Teamwork, time management and communication skills Computer skills

• Leadership skills High

• Integrity

• Problem-solving(Emotional intelligence)

HOBBIES AND INTERESTS

●Traveling and Reading

REFEREES .

• Dennis David Daud

Principle Tax Management Officer

Contact: 078*******

• Peter Bogohe Quality Assurance

Equity Bank P.O Box 686 Mwanza

Contact; +255*********

email; ***********@*****.***

• Elvis Julius Massawe

Assistant lecturer finance, Moshi Co-operative University *****.*******@****.**.**

Contact : +255-***-***-***

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