Experience

Investrust Bank Plc

• Zambia
• Banking
• 200 - 300 Employee

• Corporate Relationship Manager

  • Apr 2014 - Present

  •Business Development•Identifying business opportunities and maximizing them. Cross-selling banking services and products to clientele. Analyzing individual and Corporate financials, credit data and other relevant information to evaluate the level of risk to the bank as well as present viable financial alternatives and advice to customers.•Ensure that the overall budget of the business office is met. Provides leadership, training and supervision; delegates day to day operations to the Operations manager or other branch personnel.•Ensure effective customer service delivery.•Responsible for brand and ambience management.•Network with all potential clients in all relevant categories of own locality. Actively participate in community events that may generate new customer leads and supports the Bank’s overall goals and initiatives.•Ensure that the Banks Regulatory Authorities policies and guidelines are complied with at all times.



Commerce Bank

• United States
• Banking
• 1 - 100 Employee

• Senior Financial Services Representative

  • Feb 2005 - Feb 2012

  •Establishing and maintaining effective relationships with new and existing customers. Establishing client needs and advising on the suitability of services.•Achieve revenue and customer retention goals while increasing client profitability through relationship building.•Cross-selling banking services and products to clientele.•Check accounts and initiate action if they are overdrawn without arrangement or are in excess of agreed arrangement.•Participate in community events to position the bank as a leader within the territory.•Manage and support staff and facilitate appropriate continuing professional development•Learned to work as a team to accomplish everyday goals within the bank.