Customer Care Client Relations
Resume:
JOYLEEN CHEPKIRUI
****************@*****.***
****************@*****.***
12699
EDUCATION
BACHELOR OF COMMERCE, BANKING AND
FINANCE.
Egerton University Nakuru Town Campus
Second Class Lower
2009 – 2012
Mercy Girls secondary school
2005 – 2008
Chemobei Primary School
1996 – 2004
SKILLS
Operational Management
administration skills
Client relations
EXPERIENCE
TELLER
Nyati Sacco
Jul 2024 - Present
1. Process all cash transactions taking place in the Sacco.
2. Receive cash and cheques for deposit to
various accounts, verify amounts, examine
cheques for proper endorsement, and enter
deposits into the core banking system.
3. Process withdrawals; pay out money after
verification of signatures, liabilities and member balances.Receive cash and cheques for loan
repayments and other payments and ensure
accuracy when posting.
4. Perform due diligence to member accounts
while performing teller duties.
5. Perform MPESA transactions accurately and
reconcile the same on daily basis.
6. Ensure adequate security for cash and
documents under your care.
7. Maintain accurate records and details of each
transaction.
8. Attend to member’s enquiries promptly.
9. Reconciliation of cash transactions on a daily
basis.
Strategic Planning skills
Supervision skills
Problem-solving and critical thinking
Communication,verbal and written skills
Ict/Computer literacy.
Hobbies
Reading and researching on topical issues.
Networking.
Travelling.
Taking part in social responsibility activities.
10. Ensuring cheques and cash are banked daily.
11. Maintain and update Treasury register.
12. Promote the Sacco’s products and services
and handle queries raised at the counter.
13. Prepare teller reconciliation report and
balance cash till on daily basis.
14. Return the balance of cash to the Treasury
before close of day’s business.
15. Compare computer generated report and
reconcile /report any discrepancy immediately to
the supervisor.
CREDIT ASSISTANT
Nyati Sacco
Mar 2019 - Jun 2024
• Receive loan applications and capture it into the system.
• Reviewing and validating data/information of all loan application forms before appraisal and
forwarding for approval.
• Accurate and timely appraising and processing
of all loans by observing the set policies,
procedures and service charter.
• Vetting of guarantors.
• Advising members on the status of their loan
applications.
• Ensuring that the guarantor system is effective.
• Ensuring that all loans granted are recovered.
• Development of reports on trend of the loans
and shares.
• Timely preparation of periodic departmental
reports.
• Any other duties allocated from time to time.
ADMINISTRATION MANAGER
Investrade Limited
Mar 2016 - Mar 2019
Supporting communication and
coordination between the
Management,Staff, Clients and Suppliers.
Coordinate office administration
activities and operations to secure
efficiency and compliance to Company
policies.
Receiving loan applicationsandensuring
all the required documentshave been
attached and applying the same into the
system.
Updating client’s statements and reports
weekly and monthly.
Prepare and submit timely reports and
information for decision making.
Sending instructions to the Suppliers to
perform a specific task.
Open client’s files and ensure proper
custody and storage of all company’s
files as required.
Carry out the follow up of debt collection,
receipting and banking of payments.
Organize and schedule Meetings and
Appointments.
Responding to clients who send their
application through digital marketing.
Assisting the Management in their daily
activities.
Handling Petty Cash and Invoices.
Handle the front office/reception and
manage correspondence, in person, calls
and emails.
Contribute to team effort by
accomplishing related results as needed.
LOANS OFFICER
ASA Limited Kenya (ASA International)
Jun 2014 - Mar 2015
Maintaining the cashbook and cash in
hand and ensure it balances.
Approve loans within specified limits, and
refer loan applications outside those
limits to management for approval.
Keenly analyze applicant’s financial
status, credit, and property evaluations
to determine feasibility of granting loans.
Recruit new clients.
Obtain and compile copiesof loan
applicant’s credit historiesand
otherfinancial information.
Regularly review and update credit and
loan files.
Disbursement of loans to clients.
INDUSTRIAL ATTACHMENT
Kenya Ports Authority
May 2013 - Jun 2013
Processing exports and imports
manifests.
Preparing weekly and monthly financial
statements.
Marine billing and receipting.
Payroll and taxation.
Processing of claims.
Banking of cheques.
Cash count and tellering.
Writing of cheques.
Maintaining the registry.
MYJOBMAG.CO.KE
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