Beryl Achieng Onyango Email & Phone Number

Nairobi County, Kenya

Duties and ResponsibilitiesProfitable Growth in Sales• Advise, promote, and sell diverse financial solutions.• Acquire new business accounts and cross-sell.• Identify leads for associated services (e.g., asset finance, insurance).• Analyze customer data for business growth.• Develop and implement client visit schedules.Customer Service Quality & Efficiency• Provide advisory services for the portfolio.• Liaison between customers and back-office services.• Analyze client needs and assist with financial understanding.• Process customer documents efficiently.Lending Support & Risk Management• Plan and conduct annual credit reviews.• Explain loan options and support credit applications.• Notify customers of credit decisions and explore alternatives.• Manage client facilities and exposure risks.Compliance• Adhere to banking and credit policies.• Ensure KYC compliance.People Management• Oversee Account Analyst and support staff.• Manage performance, coach, and mentor subordinates.

Kenya

Duties and Responsibilities• Lead sustainable growth through innovative financial solutions and implement Africa China banking strategy for profitability. • Cross-sell products to new and existing clients while liaising with business units. • Drive branch asset growth and guide sales teams on activations and strategy. • Monitor loans, identify non-performing assets, and ensure debt collection. • Manage external communication with customers professionally. • Ensure KYC compliance in account openings and loan applications. • Identify customer borrowing needs and offer appropriate lending solutions. • Ensure seamless service for customer retention and loyalty. • Submit quality credit proposals and lead implementation. • Monitor accounts, ensure compliance, and take corrective actions. • Maintain accurate client records.

Mombasa

Duties and Responsibilities• Drive sustainable growth through innovative financial solutions tailored to customer needs. • Implement the Coast strategy aligned with Private Banking to achieve profitability via revenue maximization and cost management. • Promote cross-selling of products to clients and ensure collaboration with relevant bank units. • Oversee branch asset and liability growth by directing the sales team on activations, portfolio management, and customer engagement. • Monitor loans, identify non-performing loans, and ensure timely debt collection. • Establish the branch development strategy per bank guidelines and prepare reports to assess performance. • Maintain professional communication with branch customers. • Enhance team productivity by identifying training needs and motivating staff. Review account opening forms and loan applications for KYC compliance; verify data accuracy. • Identify customer borrowing needs through interviews to recommend suitable products. • Deliver consistent and trusted service to foster customer retention and loyalty. • Ensure timely submission of quality credit proposals in line with policy requirements. • Prepare reports and monitor accounts to ensure accurate interest rates and policy compliance. • Maintain accurate and up-to-date records of all clients.

Malindi

Duties and Responsibilities• Market new SME and personal banking business• Lead cross-selling of existing products• Manage deposits in local and foreign currencies• Advise customers on tailored financial solutions• Conduct regular client visits to ensure satisfaction• Participate in business execution decisions• Monitor client facilities and recommend actions• Provide timely reports to management and regulators• Conduct strategic customer meetings

Malindi

Duties and Responsibilities• Market new SME and personal banking business• Lead cross-selling of existing products• Manage deposits in local and foreign currencies• Advise customers on tailored financial solutions• Conduct regular client visits to ensure satisfaction• Participate in business execution decisions• Monitor client facilities and recommend actions• Provide timely reports to management and regulators• Conduct strategic customer meetings

Malindi

Duties and Responsibilities• Processed cheque encashments and withdrawals in multiple currencies • Resolved customer issues and provided tailored banking solutions • Delivered accurate information and positive customer experiences • Trained team on improving customer service • Maintained accurate records and excelled in document audits • Implemented high five process for quality service • Managed stamp and cheque book inventory • Collected and allocated revenue from bank transactions

Malindi

Duties and Responsibilities• Working hand in hand with the hospital director and ran his daily calendar of activities. • Assisted in management activities of the hospital• Provided correspondence between management and my other colleagues• Assisted in procurement of hospital supplies• Managed incomings call • Prepared the director for meetings and especially in PowerPoint presentations

-Was exposed to filing, procurement procedures and store keeping-Performed daily trancation of cheques-Was exposed to daily tick back procedures-Sat at the customer service desk acquired the skill of direct management of customers with different queries.-Got involved in the sales workshops and presentations and helped to grow the customer base for NBK-Proper handling of cutomer instruments

Malindi

worked as a part time cashier on school holidays. Handling cash and credit card payments by customers

Master’S Degree, Finance, General

Activities and Societies: Business conferences, the famous AIBUMA conference hosted by University of Nairobi.

Bachelor’S Degree, Bachelor Of Commerce- Finance Major