Peter Koech

Peter koech Box- Eldoret, Kenya Home:- | Cell:--LinkedIn-https://www.linkedin.com/in/peter-koech-24b15287 Career Highlights Finance professional with over 10 years of progressive experience in banking and financial services, seeking to take next career step in accounting & Financial service. Expertise in managing personal, corporate, and small business accounts and building long-term relationships with business associates. Experience in managing and resolving account issues in bank branches. Accomplished in selling banking solutions to drive sales and revenue generation goals. Core Qualifications Financial Services Fraud Prevention and Risk Management Relationship Building Account Management Customer Service Training and Mentoring Cash management Financial analysis Professional Experience PERSONAL BANKER /1/2014 – PRESENT Guardian Bank, Eldoret Provide Bank to Custostomer financial consultancy, assist with lending services, and build relationships with existing customers to sustain high satisfaction ratings and retention. Branch Operations Ensure efficient customer service that meets quality standards Perform job duties by following detailed procedures Review overdraft accounts and checks for cashing, and answer questions on accounts, loans, and statements. Prepare credit and financial information to streamline loans processing for Term loans, installment, and demand loan transactions; prepare loan worksheets for submission to loan processing department for closing documents. Assist customers during loan and account application process in accordance with loan processing policies and procedures. Coach team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goals. PERSONAL BANKER AND ACCOUNT SPECIALIST /1/2014 – Present Guardian Bank LTD, Eldoret Interfaced with customers to facilitate daily banking transactions; provided exceptional customer service and addressing account and service concerns. Cross-sold bank products and services to increase sales and revenues. Check daily cash transactions and reconciled daily transactions to ensure accuracy. Facilitated implementation of new and revised policies and procedures throughout branch and department. Extract data from various corporate accounts to be forwarded to finance department for annual concessionary purpose. Maintenance of fixed asset register Perform monthly reconciliation of banks financial documents Digital Banking Business/1/2020– Present Guardian Bank, Eldoret Helped new and existing clients open personal accounts, resolve issues related to online banking services, assist corporate and small business account with online business banking. Liaise with IT to Unlock locked accounts and provided timely passwords reset to provide access to online accounts. Supported customer service representatives by addressing customer inquiries by phone. BANK TELLER /1/2014 Guardian Bank LTD, Eldoret Processed customer transactions using computerized methods, accurately recorded financial transactions, and generated receipts. Received and processed checks and cash for deposit, verified amounts, and validated deposit slips. Receive/scan CTS Cheques lodged for clearing(Cheque Truncation Process) Balanced currency, coin, and checks, and calculated end-of-shift transactions daily. Accountant 1/2012– 31/12/2013 Tree House Ltd, Nairobi Reconciling ledger accounts. Preparing monthly financial statements and quarterly reports. Maintaining depreciation schedules. Ensuring compliance with accounting practices. Preparing and tracking payroll for 50+ employees. Tracking petty cash expenditures. Managing of employee leave days/attendance Inventory control Preparing/effecting statutory payments Education University of Eldoret Bachelor of Commerce (Continuing Student) Diploma-Finance and Banking- YMCA National Training Institute, Nairobi CPA 1 Upperhill High school KASNEB Center, Nairobi 2012 Cotech Training College Certified Computerized Accounting(C .C.A- Referee: 1.Eng. Peter Maina Box- - 2.Mr. Edwin Kiptis Uasin Gishu Primary(Head) Box- - 3.Ms. Dorcas Kigen Standard Chartered Bank - -