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Bio

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Kafwimbi Paul Tepula is a seasoned professional with extensive experience in accounting, customer service, and business development. He has worked in various roles, including Managing Director, Senior Customer Service Assistant, Customer Service Assistant, Direct Sales Agent and Trainee, and Accounts Clerk, across multiple industries such as finance and banking. He holds a Bachelor of Arts degree in Development Studies and a Diploma in Business Administration and Management Studies.

Experience

  • Wild Bucket Services Limited
    • Chingola, Copperbelt Province, Zambia
    • Managing Director
      • Aug 2022 - Present
      • Chingola, Copperbelt Province, Zambia

    • South Africa
    • Financial Services
    • 700 & Above Employee
    • Senior Customer Service Assistant
      • Apr 2017 - Feb 2020

      • Deal directly with customers either by telephone, electronically or face to face; • Respond promptly to customer inquiries; • Obtain & evaluate all relevant information to handle product service inquiries; • Set up new customer accounts;• Organise workflow to meet customer timeframes;• Accurately create the customers’ loan account in the system by capturing accurate information & collect, compile & process documentation required for issuing loans; • Accurately complete the loan applications & send them to the Credit Assessment Unit & timely processing of loans;• Checking all the loan documentation for completeness before submitting for approval & ensuring that clients present valid documentation;• Ensuring that clients sign & submit all the required documentation for the loan issuance, & are checked and verified for completeness;• Paying out cash to clients whose loans have been approved & conducting reconciliation of cash & daily reports;• Receiving cash payments from clients and issue out receipts & conducting daily cash reconciliations & cash verifications;• Keeping cash secure at all times and maintain high level of safety and ensuring that the cash management procedures are adhered to at all times;• Raising exceptions & refund requests correctly & attach the supporting documentation & ensuring that excellent customer service is given to all clients affected by refunds, outright settlements;• Work as team leader for the mobile operations & must ensure that the team achieves and exceeds targets for mobiles and ensuring that the mobile checklist is completed to ensure that they have all the requirements;• Ensuring that all client queries are escalated to the Branch Operations Supervisor &/or Branch Manager;• Effectively processing the Kwacha Mover money transfers, preparing daily transaction reports, and call reports after every marketing activity & accurate preparation of petty cash reconciliations.

    • Customer Service Assistant
      • May 2016 - Apr 2017

      • Deal directly with customers either by telephone, electronically or face to face; • Respond promptly to customer inquiries; • Handle and resolve customer complaints; • Obtain and evaluate all relevant information to handle product service inquiries; • Set up new customer accounts;• Process applications and maintain customer databases; • Organise workflow to meet customer timeframes;• Keep records of customer interactions and transactions; • Communicate and coordinate with internal departments; • Provide feedback on the efficiency of the customer service process. • Bank Agent – making bank withdrawals on behalf of the company, for the branch• Cashiering

    • Loan Clerk
      • Aug 2015 - May 2016

      • Deal directly with customers either by telephone, electronically or face to face; • Respond promptly to customer inquiries; • Handle and resolve customer complaints; • Obtain and evaluate all relevant information to handle product service inquiries; • Set up new customer accounts;• Process applications and maintain customer databases; • Organise workflow to meet customer timeframes;• Keep records of customer interactions and transactions; • Communicate and coordinate with internal departments; • Provide feedback on the efficiency of the customer service process. • Casheiring • Mobile operations - customer service

    • Direct Sales Agent and Trainee
      • Sep 2009 - May 2015
      • Chingola

      • Provided the Bank with sales leads for its products by soliciting business from prospective customers and helped drive sales goals and achieve monthly quotas; • Assisted customers with the set requirements, security documents, processes and procedures that pertain to particular product application; • Attended and made presentations to prospective customer entities on various products and served as the main liaison between customers and sales team; • Gave good-after sales service to customers to ensure they stay customers and create goodwill for the bank.• Also managed a wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently

    • Accounts Clerk
      • Oct 2007 - Feb 2009
      • Lusaka

      • Providing accounting and clerical assistance to the accounting department• Typing accurately, preparing and maintaining accounting documents and records• Preparing bank deposits, general ledger postings and statements• Provide accounting and clerical support to the accounting department• Accurately prepare and maintain accounting documents and records• Prepare bank deposits, general ledger postings and statements• Reconcile accounts in a timely manner• Daily enter key data of financial transactions in database• Provide assistance and support to company personnel• Research, track and restore accounting or documentation problems and discrepancies• Inform management and compile reports/summaries on activity areas• Function in accordance with established standards, procedures and applicable laws• Recorded all expenditure and all income received and examining of invoices, vouchers from routine payments; • Managed requisitions, office supplies, and inventory, also managed the general account of the organisation and participated in the activities of the Citizens' Forum secretariat, such as, planning, coordinate logistics and budget analysis; • Ensured all accounting information and records are properly filed and easily traceable for inspection and collected and analysing financial statements and prepared quarterly reports and reconciliations;• Handled high-volume daily paperwork and cooperated with the accounting departments from other organisations regarding accounting problems;• Monitored expenditures and use of the organisation's resources to ensure it was operating within budget, and analysed all other fiscal activities and certified that they complied with accounting and legal requirements.

Education

  • 2019 - 2022
    Information and Communications University
    Bachelor of Arts - BA, Development Studies
  • 2005 - 2007
    Zambia Institute of Business Studies and Industrial Practice
    Diploma in Business Administration and Management Studies, Business Administration and Management, General

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