Work Preference
Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
Open To Work

Gerald Opio

Kampala,Uganda

Work Preference

Job Search Status

Open to work

Work Type

Full TimePart TimeContract WorkGig Work

Location Preference

RemoteHybrid

Summary

Customer-focused professional with substantial cash handling experience and expertise in relationship management. Ensures compliance with banking regulations while delivering exceptional service. Skilled in MS Office and adept at maintaining composure in high-pressure situations. Committed to utilizing customer service and regulatory knowledge to drive success in the banking sector.

Overview

2
2
Languages
6
6
years of professional experience

Work History

Teller

United Bank For Africa (UBA)
09.2023 - Current
  • Balanced cash transactions daily in accordance with cash transaction policy, ensuring accuracy and compliance.
  • Processed payments as per customer requests in line with pay out guidelines.
  • Carried out daily transaction call overs and prepare cash proofs as per TAT, SLAs and set standards.
  • Adhered to set controls, policies and standard within the bank for zero fraud tolerance and error free processes.
  • Identified transaction errors when debits and credits did not balance.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Verified amounts and integrity of every check or funds transfer.
  • Assisted customers with inquiries and account information.
  • Maintained cash drawer and ensured proper cash handling.
  • Promoted banking products to enhance customer engagement.

Customer Service Representative

Multichoice Uganda
Kampala, Uganda
08.2022 - 09.2023
  • Provided primary customer support to internal and external customers.
  • Answered high volume of customer calls, ensuring swift response times.
  • Provided tailored advice and assistance to customers, addressing individual needs and preferences.
  • Enhanced customer satisfaction by implementing proactive strategies for social interactions, effectively resolving concerns.
  • Supported operations in Kampala
  • Assisted customers with inquiries and resolved issues effectively.
  • Managed incoming calls and provided accurate product information.
  • Collaborated with teams to improve customer service processes.
  • Trained new staff on customer interaction protocols and systems.
  • Documented customer feedback to enhance service quality.

Credit Officer

Webank Microfinance
Kampala, Uganda
03.2022 - 08.2023
  • Recommended loan approvals and denials based on customer loan application reviews.
  • Clarified customer issues and identified root causes to effectively resolve product or service complaints.
  • Collaborated with other departments to promptly process loan applications.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Utilized risk management strategies to attain high loan approval rates.
  • Examined customer loan application for loan approvals and denials.
  • Assisted customers in understanding loan terms and conditions to make informed decisions.
  • Developed and implemented marketing campaigns to attract new customers.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Actively listened to customers, handled concerns quickly and escalated major issues to the Supervisor.

Tele-sales Executive

MTN aYo Insurance Ltd
Mukono, Uganda
03.2021 - 09.2021
  • Leveraged sales expertise to consistently exceed quotas and drive revenue growth.
  • Delivered scripted sales pitch to potential customers, adjusting pitch to meet needs of specific individuals and businesses.
  • Provided knowledgeable responses to customer inquiries about products and services, enhancing customer understanding and satisfaction.
  • Managed a high volume of telemarketing calls efficiently. telemarketing operations with high use of client management software and computer dialing.
  • Implemented upselling techniques to increase revenue and move product.
  • Built relationships with customers using strong persuasion and active listening skills.
  • Overcame objections using friendly, persuasive strategies.
  • Inquired about customer needs to better understand their requirements. to understand customer requirements.
  • Cultivated strong customer relationships through effective persuasion and active listening, resulting in increased customer loyalty.
  • Recorded contact information of customers and potential customers in internal database.

Accounting and Finance Internee

ICT LABS
Kampala, Uganda
12.2020 - 03.2021
  • Monitored revenue, risk, and capital allocations to enhance financial transparency.
  • Researched accounting issues and proposed solutions to prevent future occurrences.
  • Tracked financial transactions to ensure accuracy and currency of balance sheets.
  • Prepared and posted financial journal entries using technically relevant software.
  • Developed and maintained database of financial records for clients.
  • Analysed and interpreted financial data to inform business decisions.
  • Supported organizational account management duties under direct supervision.
  • Prepared company tax returns and other financial filings.

Education

Primary Leaving Examination - Primary

St Kizito Primary School

Bachelors' of science - Accounting and finance : Business

Kyambogo University
Kampala, Uganda

A-Level - Uganda Certificate of Higher Education

Mpoma Boys Secondary School
Mukono, Uganda

Certificate of Higher Education - O- Level

St Charles Lwanga International Secondary School
Wakiso, Uganda

Skills

  • Cash transaction management
  • Transaction processing
  • Banking regulations knowledge
  • Customer focus
  • Relationship management
  • Attention to Detail
  • MS Office
  • Professional composure
  • Strong work ethic
  • Problem solving
  • Time management
  • Team collaboration
  • Conflict resolution
  • Customer relationship building
  • Listening and comprehension

Languages

English
Proficient (C2)
C2
Luganda
Advanced (C1)
C1

Timeline

Teller

United Bank For Africa (UBA)
09.2023 - Current

Customer Service Representative

Multichoice Uganda
08.2022 - 09.2023

Credit Officer

Webank Microfinance
03.2022 - 08.2023

Tele-sales Executive

MTN aYo Insurance Ltd
03.2021 - 09.2021

Accounting and Finance Internee

ICT LABS
12.2020 - 03.2021

Primary Leaving Examination - Primary

St Kizito Primary School

Bachelors' of science - Accounting and finance : Business

Kyambogo University

A-Level - Uganda Certificate of Higher Education

Mpoma Boys Secondary School

Certificate of Higher Education - O- Level

St Charles Lwanga International Secondary School
Gerald Opio