Juliet Alana

Supporting the Affluent relationship manager in meeting financial needs and service expectations of high-net-worth individuals. Maintaining personalized service levels and maximizing cross-sell opportunities.

Assisted business bankers at Arua and Freedom City branches by logging service requests, passing sales leads, and acting as an interface between clients and product owners. Supported relationship managers in achieving financial and sales budgets.

Assessed client service requirements, generated leads, and migrated customers to digital platforms. Handled foreign exchange transactions, processed payment instructions, and issued cards and PINs.

Discovered and acquired new clients, provided insurance field work, and offered strategic financial advice. Developed financial plans and guided clients towards profitable decisions.

Reconciled fixed asset registers and general ledgers, processed fixed asset transactions, and performed stock taking. Prepared audit files and reports, and conducted periodic reviews of operational audits.

Identified and met customer needs through selling and cross-selling bank products. Managed client relationships, maintained records, and developed sales plans to achieve targets.

Generated local purchase orders, assisted in procurement, prepared and filed payment vouchers, and posted to vote books and ledgers. Drafted audit reports and updated asset values.

Completed level one and two and currently pursuing level three of the CPA course.

Pursued a Master of Business Administration (MBA) degree.

Pursued a Bachelor of Commerce (BCOM) degree.

Completed the Uganda Advanced Certificate of Education.

Completed the Uganda Certificate of Education.