JACKLINE OTALO OKACHI

PROFESSIONAL SUMMARY

Am self-driven individual with a 14 years’ experience in the banking sector. I have the experience of difference sectors in the banking industry from data entry to marketing and customer relationship management and very Good at customer eccentric and relationship management with a great grasp of various bank products. I have excellent organizational and management skills. Am a quick leaner and I can effortlessly fit into an organization.

EDUCATION

Kagumo Teachers college: Diploma in Education (Mathematics and Business Studies) 2005-2007 St Agnes Girls Secondary School: Kenya Certificate Of Secondary School ADDICTIONAL TRAINING

St Johns Ambulance Training on First Aid 2023.

Attended a workshop on Gender Based violence and stress management 2009 PERSONAL DETAILS

Gender Female

DOB 1984

Nationality Kenya

ID number 23575890

Marital status Married

CORE QUALIFICATION

• Customer service

• Marketing and sales

• Data entry

• Relationship management

• Dispute resolution

• PDQ handling and training

• Training other staff on products

• compliance management for Agency business

PROFESSIONAL EXPIRENCE

Payments supervisor-Equity Bank Kenya Limited

August 2015 to date

Responsibilities

• Recruiting, Training and managing over 700 agents on money transfer through agency in Nairobi Kasarani Area, resolving their issue and supporting them on their daily issues. Visiting them and training their staff on the ground and ensuring the follow and comply on the Central Bank Guidelines on Agency Banking.

• Marketing, enrolling, training and managing over 5000 merchants on both phone and PDQ around Nairobi and the environs. Vising them, training and ensuring that they have tools of work and are well branded.

• Marketing banks payments products both carded and online products training the customers on the usage and keeping the relationship with the existing customers

• Relationship management of all the customers on payments platforms

• Customer service-being able to handle and solve customers’ issues and disputes

• Training both the staff and the customers on upcoming payments channels

• Updating customer’s records and responding to customer’s complaints

• Enrolling customers on the banks online platforms and training them on usage

• Assisting customers to make payrolls and assist them to use online platforms to make payment

• Ensuring there is compliance on the Agency money transfers.

• Registering OVC the old and vulnerable children as per the DSDO lists and facilitating account opening and payments of their remittances as they visit the branch.

• Registering the 70 years plus senior citizen which is a government project and facilitating their payments as remittance comes in.

Major Achievements

Acquiring a wide range of knowledge of Banks operations and its policies and procedure’s Communicating to a wide range of people both retail customers and corporate customers, elderly and vulnerable children

Being able to handle both customers and staff issues Relationship Officer-Customer service,Data Entry & Teller services -Equity Bank Kenya Limited 2010 Dec-July 2015

Responsibilities

• Updating customer records and data entry for new customers

• Cash services both deposits and withdrawals

• Processing of cheque and cheque payments

• Customer service taking customer inquiries and offering solutions

• Printing the customers ATM cards

• Assisting customers to buy and sell shares on the stock exchange

• Marketing amd opening new accounts for the customer

• Dealinng with forex buying and selling

• Doing both receive and send money via Western Union and MoneyGram Teaching at Malezi School Teaching at Malezi School June2010-Nov 2010

Responsiblities

Class teacher

Teaching Mathematics from form one to form four

Guiding and counselling

Games coordinator

Scouts patron

Teaching at Bushiangala secondary school

Jan 2008 to May 2010

Responsiblities

Class teacher

Teaching Mathematics and business studies from form one to form four Guiding and counselling

Head of business studies Department

Games coordinator

Skills

Interpersonal skills/communication

I know how to effectively deal with people from different backgrounds and workmates in order to work well both as a team and as an indivdual profeesionaly. Organisation and delegation

I can manage different responsiblities with ease and am also able to manage both internal and external customers with ease

Relationship management

Am highly skilled in building relevant and workable realtions,mantaining and assisting customers my felleow staff and the management for the good of the business. Conflict management and problem solving

Am expirenced with dealing,accessing and offering solutions to customers who have disputes with our payment solutions

ICT competancy

Am very proficientwith use of technology and computer literate. REFEREES

Sheila Sirma

Regional Manager payments

Equity Bank Kenya limited

Phone 076*******

Samuel Kahuro

Head of Agency distribution

Equity Bank Kenya limited

072*******

Mungai Mburu

Marketing Manager

Equity Bank Kenya limited

Phone 076*******

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