Mary Mwangi Email and Phone Number

Key Responsibilities● Acquiring new customers, Onboard, Activate, and Engage clients across the Bank's strategic pillars on Borrow, Invest, Insure, Move and Save products● To be the bank's digital adviser on all digital products to customers by ensuring they are on-boarded on Mobile and ecosystem platforms.● Aggressive Recruitment of good quality Pay with Equity (PWE) Pay Bills, Billers, POS Merchants, and Agency● Obtain all clients information and documents required to on-board a client and ensure KYC/AML compliance as per the bank policy.● Regular merchant visitations and ensure they are supplied with branding materials.● Ensuring that Merchants are trained on best mobile payment acceptance practices aimed at curbing fraud● Push for merchant PWE & Biller transactions /Tills Retention● Maintaining merchant relationships by providing support, information and guidance pertaining the banks products and services● Handling customer complaints on any digital and service-related matters.● Collecting, Listening and analyzing to customers’ concerns and offering them solutions to their questions.

Key Contributions & Results:-Provision of monthly management reports including Trial Balance, Balance sheet and Income statements.Banking and collection of daily revenues.-Maintaining complete records and statements of accounts.-Updating and maintenance of all financial records.-Coordination of all departmental cash transactions.-Insured new employees received a copy of the employee manual.-Posting and balancing the cashbook on daily basis.-Managing and processing the petty cash payments.Key Achievements:I initiated a proper comprehensive cash management process to ensure stable cash flow for ease of operations. I also ensured a proper filing system in the organizations, which in turn saved much time in accessing information.

Key Contributions & Results:-Raised debit Notes.-Processed renewal policies.-Printed policy certificates.-Extended the policy covers.-Received premiums.-Ensured payment to claimants and service providers within stipulated company benchmarks.-Maintained registers and adequate claims reserves.-Responded to correspondence or queries relating to claims.Key Achievements:Consistently ensured that all transaction done are reconciled and payments done promptly every day.Reconciled various accounts and streamlined the systems so as to capture all details from client details, booking anddebiting policies.

Key Contributions & Results:-Reviewed, updated and maintained debtors ageing report and debtor’s general ledger.-Debtor Accounts reconciliation and analysis of Statement of Account.-Evaluation of debtor accounts, with reference to risk factors: Financial analysis, Credit evaluation and assessment.-Prepared reports and standard statements.-Ensured that monthly returns/reports are submitted to respective stakeholders.-Management of debt portfolio in line with agreed credit terms.-Ensured that difference between source documents and the System are corrected and the adjustments are filed.-Daily banking for collections/ receipts and investigated all un-banked receipts-Bank reconciliations on a weekly basis and liaised with the bank for any discrepancies encountered.-Enforced credit policies, credit lines, procedures and standards in conjunction with senior managers.-Liaised with the auditors to ensure timely.-Prepared payroll.-Prepared and ensured that all the statutory deductions are submitted on time i.e. PAYEE, VAT, NHIF and NSSF.-Generated invoices, cash receipts and prepared payment vouchers.-Resolution of all suppliers’ discrepancies.-Monthly preparation of an aged supplier’s report and analyzing on any open account.Key Achievements:I assisted in coordinating with operating divisions to shorten the reporting process for monthly closings and improve forecast accuracy.

Key Contributions & Results:-Received and processed all invoices, expenses and payment requests.-Maintained financial records.-Processed transactions for petty cash.-Verified financial calculations-Filled function and ensured all relevant documents are stored accurately.