Experienced Banking Professional

Lubasi Katundu (Ms.)

Tel: +1-463-***-****; Email: *************@*****.***

EDUCATION

Master of Business Administration (MBA) in Global Leadership, University of Zambia, 2018 – 2019.

Bachelor of Arts Degree in Mass Communication with Economics, University of Zambia, 1994 – 1998. Successfully graduated with Merit (Honors).

PROFILE

Experienced Senior Banking Professional with a demonstrated history of working in the banking industry, including international experience at executive level and financial crimes compliance. Skilled in Sales, Relationship Management, Anti-Money Laundering Compliance, Executive Leadership, Leading High Performing Teams, Relationship Management, Credit Skills and Management and Risk Management.

KEY SKILLS

Strong Sales and Relationship Management Skills

Strong strategic development and implementation skills

Know Your Customer and Anti-Money Laundering (AML) Compliance

Strong leadership skills, Strong sales and credit skills

Strong communication skills with excellent fluency in English, Strong writing skills,

Strong analytical and influencing skills

An effective team player, Self-motivated and motivating to others

Able to build relationships with various groups and individuals quickly, Able to learn quickly

Results oriented, Sound judgment and decision-making skills,

Computer Literate

CAREER AND ACHIEVEMENTS

FIRST NATIONAL BANK ZAMBIA LIMITED

Head, Business & SME Banking February 2019 to December 2021

Led the design and implementation of strategy for the Business and SME Banking segment, and ensured it was aligned to overall country and groupwide strategy.

Ensured that the unit was compliant with Know Your Customer requirements and AML compliance as well as all other regulatory requirements.

Consistently exceeded targets with ownership and full accountability for achievement of Team goals for the Business Segment within defined timescales through delivery of target Assets, Liabilities, Revenue and Cost Budgets.

Led a team of sales and service staff, was responsible for balance sheet and profit growth as well as developing and running sales campaigns in addition to ensuring the customer base was well serviced and relationships with our clients were thriving.

Management of relationships with internal and external stakeholders

FIRST NATIONAL BANK OF SWAZILAND

Head of Business Banking August 2016 to January 2019

Ownership and full accountability for achievement of Team goals for the Business Segment within defined timescales through delivery of target Assets, Liabilities, Revenue and Cost Budgets.

Design and implementation of strategy for the Business Banking Segment

Sat on various country committees answerable to the Board including, Country Executive Committee, Country Credit Committee and Country Risk Committee.

Ensured compliance with Know Your Customer requirements and AML compliance. Also ensured compliance with all other regulatory requirements.

Note: this was a secondment contract where I was the first FNB Zambian employee to be sent to a foreign country as an expatriate. While in Swaziland I excelled in building a solid and well-structured team and grew profitability of the business significantly.

FIRST NATIONAL BANK (FNB) ZAMBIA LIMITED

Senior Manager – Commercial Banking November 2011 to July 2016

Ownership and full accountability for achievement of Team goals for the Core Commercial Portfolio within defined timescales through delivery of target Assets, Liabilities, Revenue and Cost Budgets.

Made significant contribution to balance sheet and profit growth.

Lead, mentored and coached a team of relationship managers and investment specialists and assisted them improve individual performance and become some of the best performers in the Bank.

Ensured that the unit was compliant with Know Your Customer requirements and AML compliance.

Sales, development and management of relationships with corporate and commercial clients to grow the bank’s portfolio of customers.

Needs assessment and alignment of products with customer needs and requirements, including credit risk assessment, writing, submitting and presenting credit applications for approval.

Was a top performer, consistently exceeding asset, liability and revenue targets.

STANDARD CHARTERED BANK ZAMBIA PLC

Chief of Staff – General Management September 2010 to July 2011

Providing strategic assistance to the Managing Director

Formulation, management and implementation of business strategy across the Bank.

Tracking of strategic milestones agreed to with all divisions of the Bank.

Managing stakeholder relationships for the CEO’s Office.

Ensure that market research is done and necessary documents updated and circulated to relevant stakeholders.

ACCESS BANK ZAMBIA LIMITED

Head, Consumer & Commercial Banking November 2008 to August 2010

Providing leadership and Direction to the Banks growth activities and ensure strategic penetration in the Consumer & Commercial Banking Division of the Bank. Was key in creating a sales, service and relationship management team in this division. Significantly contributed to growing the balance sheet and creating market share.

Ensured that the bank was compliant with regulatory KYC and AML requirements.

STANDARD CHARTERED BANK ZAMBIA PLC

Head of Deposits and CVP August 2007 – October 2008

Ownership and full accountability for achievement of Economic Profit (EP) goals for the Wealth Management Value Centre within defined timescales through delivery of Wealth Management Liabilities and Revenue and Cost Budgets.

Performed product risk assessments and was key in developing new products for the Retail Banking division as well as managed a team of Private Bankers and Relationship Managers.

Ensured that the department was compliant with KYC and AML requirements.

STANDARD CHARTERED BANK ZAMBIA PLC

Head of Sales / SME Banking Team Leader May 2004 to August 2007

Driving and delivering exceptional SME Banking business performance through powerful leadership of the SME Banking sales team and customer relationship management.

Led a team of sales managers, relationship managers and credit analysts all working together to serve our client portfolio.

Ensured that the Sales teams complied with KYC and AML requirements.

STANDARD CHARTERED BANK ZAMBIA PLC

Branch Manager February 2001 to April 2004

Ensured branch compliance with AML/KYC requirements.

Was responsible for the overall achievement of Branch Sales and Service targets as well as monitoring and mitigation of operational risk.

Managed a team including branch sales and service staff as well as branch operational staff.

During this time, I was awarded as the best performing Branch Manager in the country.

STANDARD CHARTERED BANK ZAMBIA PLC

Customer Services Manager June 2000 to February 2001

Assisted in ensuring compliance with Know Your Customer requirements.

Was responsible for delivering the highest quality of service to our customers. Supervised a team of sales and service staff and responsibilities included out-bound sales and service.

STANDARD CHARTERED BANK ZAMBIA PLC

Management Trainee October 1999 to June 2000

Whilst on the Management Development Program, managed to consistently achieve high level performance in the various departments of the Bank, such as: - Customer Service, Branch Operations, Branch Management, Sales and Relationship Management.

THE POST NEWSPAPER

Business Journalist September 1998 to September 1999

Main duties included:

Gathering and writing of business news daily.

Writing a business column on a weekly basis.

Getting leads and referrals for other departments.

PERSONAL ACHIEVEMENTS

Branch Manager of the year 2003

High Potential Talent Profile 1999-2007

Best Performing Senior Manager, 2016

PERSONAL AND PROFESSIONAL REFERENCES

Mr. Kabanda Lilanda

Director, Business & Commercial Banking

First National Bank Zambia

Plot 22768, Building 3

Acacia Business Park

Cnr of Great East & Thabo Mbeki Roads

P. O. Box 36187, Lusaka, Zambia

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

Phone: +260-*********

Ms. Brenda Mofya

Head – Oxfam New York, USA

Mobile: +1-203-***-****

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

Dr. Alfred Kalembo

Director

International Leadership Institute of Africa

P.O. Box 30745, Lusaka, Zambia

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

Phone: +260-*********

www.linkedin.com/in/lubasi-katundu-327a7611

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