Customer Service,written and verbal communication, MS 365 office

CYPATRICK MOONGA

Phone: +1-520-***-**** Email: ***************@*****.***

SUMMARY

Customer-focused finance professional with a strong track record in client service, financial solutions, and relationship management. Skilled in clear communication, problem-solving, and prioritizing tasks in fast-paced environments. Committed to delivering seamless client experiences while driving business growth and maintaining the highest professional standards.

EDUCATION

University of Lusaka MBA in Finance 2020–2023

DMI St. Eugene University Bachelor’s in Commerce (Accounting & Finance) 2014–2018 KEY SKILLS

• Wealth Management & Investment Advisory

• High-Net-Worth & Business Client Relationship Management

• Portfolio Analysis, Asset Allocation & Credit Solutions

• Risk Assessment, Financial Planning & Lending Strategies

• Business Banking, Treasury & Cash Management

• Strategic Communication, Negotiation & Client Retention

• Regulatory Compliance, Market Insights & Financial Regulations PROFESSIONAL EXPERIENCE

First National Bank Zambia

Virtual Business Customer Advisor Dec 2023 – Present

• Build and maintain strong client relationships by delivering tailored financial solutions.

• Provide credit risk and relationship management support to business customers.

• Guide customers through digital banking transitions and account documentation.

• Ensure compliance with regulatory and internal policies while enhancing client experience.

Multi-Skilled Consultant May 2022 – Dec 2023

• Delivered exceptional service by identifying and resolving complex client issues.

• Led digital banking adoption efforts, assisting customers with onboarding.

• Conducted KYC refresh and remediation to ensure compliance.

• Identified cross-selling opportunities for loans and other financial products.

• Supported branch sales initiatives and helped drive portfolio growth. Multichoice Zambia Limited

Customer Value Management (CVM) Agent July 2021 – April 2022

• Provided product and service solutions to optimize customer engagement.

• Handled outbound calls and assisted with issue resolution across departments.

• Applied problem-solving skills to increase customer retention and satisfaction. Pafriw Hardware Zambia

External Sales Representative May 2021 – July 2021

• Developed and maintained client relationships, driving business growth.

• Managed sales reporting and prepared quotes for customers.

• Assisted in product training and ensured a seamless sales experience.

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