Alice Miguongo
@alicemiguongo
Experienced finance professional specializing in customer relationship management.
What I'm looking for
I am an experienced finance professional with six years in the banking sector, dedicated to providing comprehensive financial sales services to both retail and institutional customers. My expertise lies in identifying personal banking needs, processing financial information, and developing tailored financial plans. I have a strong background in product and financial service marketing, which has allowed me to effectively meet the diverse needs of my clients.
Throughout my career, I have held various positions at Unaitas Sacco Society Ltd, where I honed my skills in operations management, relationship management, and customer service. As a Branch Operations Officer, I implemented improved operational procedures that enhanced efficiency and profitability. My ability to build and maintain strong client relationships has been instrumental in mobilizing deposits and growing loan portfolios, ensuring compliance with financial policies, and delivering exceptional service.
I am currently pursuing my Certified Public Accountant qualification and have a Bachelor of Commerce degree in Finance. I am passionate about continuous learning and professional development, and I strive to contribute positively to my organization while fostering a culture of excellence and teamwork.
Experience
Work history, roles, and key accomplishments
Branch Operations Officer
UNAITAS SACCO SOCIETY LTD
Apr 2024 - Apr 2024 (0 months)
Responsible for bank reconciliations, processing cheques, and improving business functionality. Managed projects, tracked operational costs, and ensured compliance with policies. Provided leadership through training and mentoring of staff while maintaining positive relationships with clients and vendors.
Relationship Officer
UNAITAS SACCO SOCIETY LTD
Mar 2023 - Apr 2024 (1 year 1 month)
Focused on mobilizing deposits and managing a quality loan portfolio. Grew customer base through cross-selling and up-selling loan products. Ensured adherence to financial policies and conducted customer appraisals to assess creditworthiness.
Member Care Officer
UNAITAS SACCO SOCIETY LTD
Jan 2020 - Mar 2023 (3 years 2 months)
Delivered qualitative services to customers by identifying and resolving their needs. Promoted bank products, maintained accounts, and ensured best practices in customer service.
Teller Clerk
UNAITAS SACCO SOCIETY LTD
Apr 2018 - Jan 2020 (1 year 9 months)
Processed daily financial transactions, resolved discrepancies, and ensured quality service. Maintained cash drawer accuracy and assisted other banking staff.
Intern
DAIMA SACCO SOCIETY LTD
Jun 2015 - Aug 2015 (2 months)
Provided quality customer service as an M-PESA agent, performed loan appraisals, and assisted in various banking tasks. Gained hands-on experience in customer care and banking operations.
Education
Degrees, certifications, and relevant coursework
Kenya Accountants and Secretaries National Examinations Board
Certified Public Accountant, Accounting
2015 -
Currently pursuing Certified Public Accountant (CPA) Part II Section 4, focusing on advanced accounting principles and practices.
Kenyatta University
Bachelor of Commerce, Finance
2012 - 2016
Studied Bachelor of Commerce with a focus on Finance, gaining knowledge in financial management, investment analysis, and corporate finance.
Kenyatta University
Certificate, Leadership
2015 - 2016
Completed a Certificate in Leadership, Development and Mentorship, focusing on enhancing leadership skills and personal development.
Kabare Girls High School
Kenya Certificate of Secondary Education, General Education
2008 - 2011
Completed Kenya Certificate of Secondary Education, focusing on a broad curriculum that prepared for higher education.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
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