Service Consultant

• Jul 2022 - Present

✓Opening customer accounts, corporate and personal (Term deposit, treasure chest, preferred savings, aspire and preferred current accounts. ✓ Receiving Backing Sheets, processing in-house and interbank transfers. ✓ Cross selling Bank products to walk in customers. ✓ Opening zanaco express accounts for and providing services to agents with queries and resolution. ✓ Onboarding customers on mobile banking and escalating customer queries into right channels for quicker resolution. ✓ Championed product knowledge branch initiative and increased sales in the third quarter by 75% at branch level. ✓ Managing form 49 (mandates) and keeping all accounts up to date and making sure they are all filed. ✓ Managing in-house Bank transfers and other banks funds transfer (RTGS, DDAC). ✓ Preparing Bank Cheques and collecting commissions. ✓ Daily maintenance of all accounts remediation and making sure all KYC requirements are at 100%. Show less

Bank Teller

• Mar 2022 - Present

- Received and paid cash over the counter for various transactions (Bill master, Cash Deposits, Cheque and cash withdrawal and Forex).- Processed in-house Cheques both Corporate and Retail customers.- Opening personal accounts (Saving and Salary) and business accounts (Zanaco Xpress).- Processed ZRA duty clearance payments.Cross selling bank products (Bancassurance, Fixed deposits, Short and long term investment accounts).-Managed and spearheaded the product knowledge branch initiative. ( Working as Product knowledge champion).-Fascilitating and processing local and international transfers.- Managed account to account transfers. Show less

Workflow Ambassador

• Sep 2021 - Feb 2022

-Triage customers in the banking hall in order to resolve customer quarries quickly and direct them to appropriate channels.-Sorting Cash notes and entered them accordingly on the banks database, for easy posting into banks Teller system.-Explained Retail products to Walk in customers and closed leads for Banca assurance (Insurance Policy), Treasure Chest and SureSave.-Managed all cash deposit related transactions (Bill master, Government Revenue Transit deposits, corporate deposits and retail deposit).-Used every interaction with customers to identify opportunities to cross sell Retail products. -Directed Bill Muster transactions to alternate channels in order to decongest the branch. -Monitored and troubleshooted any technical challenges on workflow tablets.-Spear headed the collection of feedback forms and obtained user experience.-Measure TAT from customer entrance into the branch to the time they exist and engage management for solutions on improvements. -Educating customers on benefits of using digital channels provided by the Bank. -Facilitating all international transfers RTGS, SWIFT, DDAC and all in-house financing.-Guide customers on the steps to follow for cash transactions such as; cash withdraw and deposits, cheque deposits, FX sale and purchases, and Bill Muster payments.-Guide customers on steps to follows for non inhouse,cash transactions such as ; inter bank and international transfers on the tablet.-Cross selling digital banking products. Collect KYC self-service details of customers who fail to perform transactions. Show less

Trade Development Representative

• Oct 2020 - Sep 2021

- Filled in of Xpress Account opening forms and submitting for approval.- Agent banking new customer acquisition.- Training handlers on agency banking services (POS & APP) and branding the outlets for visibility.- Managing all agents and responding to customer queries for improved customer service delivery.- Deployment of new Configured Accounts.- Activation of all inactive accounts for Agency banking.- Increased the number of Agents by 70% and returned existing customers in order to get a higher revenue turnover.- Increased market activity from 33% to 85% activity rate. - POS configurations and other technical services with assistance from I.T DEPARTMENT. - SUPER AGENT training , Deployment, Activation and managing as directed by Coordinator and Field Manager. Show less

Digital Sales Service Assistant

• Jul 2019 - Oct 2020

- Increased new merchant acquisition rate within 6 months by 100% (POS & micro).- Training merchants on POS terminals and making sure all the handlers are well acquainted with the banks POS terminal procedures.- Grew the merchant base by 100% within my regional in 6 months.- Managed to reach my yearly target for merchant POS acquisition in just 6 months.- Branded new and existing merchants with new branding materials for visibility.- Maintained customer relationship with routine visitations to maintain the physical presence of the Bank regional representative.- Increased revenue by 150% on transactions in my region. - Increased total transactions from 0 to 200% on micro merchant services.- Onboarded Mico merchants and pushed transactions.- Provided closed leads for FTA, Treasure Chest Accounts, Baby blossom policy accounts, Xpress Agent Accounts and other bank products/Services.- Opened digital personal accounts.- Customer service at the front desk.- Kept records for merchant department and prepared daily, weekly and monthly reports to the Regional coordinator and specialist for merchant services.- Maintenance of faulty POS terminals (configurations & terminal services), worked hand in hand with I.T DEPARTMENT for technical support. Show less

Sales And Marketing Trainee

• Feb 2019 - Aug 2019

- Market representation for sales and customer support. - Launched new product and services ( Cheza, Zampay, merchant services) and helped the region record win first 🥇 award for the most improved Region in 5 years. - New Zamkwacha agent acquisition. - Managing Direct Sales Agents with support from coordinating managers. - Increased revenue with high sales on cell phones and new network subscribers by 70%. - Managed Zamkwacha agents and float distribution. - Successfully completed the 6 months internship program. Show less

Data Entry Clerk

• Jan 2019 - Feb 2019

- Collected data from Truckers checking in the factory and checking out. - Data capturing into the company Excel data base. - Uploaded data into the company weighing systems. - Recorded all weigh bridge captured data from the systems and filled them into the record files. - Managing other office tasks as directed by the department manager. - Collected data from Truckers checking in the factory and checking out. - Data capturing into the company Excel data base. - Uploaded data into the company weighing systems. - Recorded all weigh bridge captured data from the systems and filled them into the record files. - Managing other office tasks as directed by the department manager.

Sales Consultant

• Aug 2017 - Jun 2018

- Direct sales representation in my markets. - Explaining details of the loan structure to potential loan clients. - Field work for new loan clients. - Filled in the loan applications for customers. - Built relationship with new clients and returned existing clients for the growth of company revenue. - Calculated the value of loan for every customer to meet the governments threshold on a computer score card. - Collaborated with other financial institutions for clearing of CRB and loan statements. - Checked the accuracy of the information provided by the customer for fraudulent purposes. - Filled in all documentations with back office for loan disbursement process. Show less

Sales Cashier

• Aug 2012 - Jul 2014