Joel Rwothomio
Analyst
Kampala,Uganda
Summary
Enthusiastic financial services professional eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of financial services and training in Effective selling and Persuasion skills. Motivated to learn, grow and excel in the investment services industry.
Overview
2
2
years of professional experience
9
9
years of post-secondary education
1
1
Language
Work History
Personal Banker
PostBank Uganda Limited
Kampala, Uganda
03.2022 - Current
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Continually boosted branch production and revenue by consistently meeting all monthly and quarterly sales goals.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Expanded client base by promoting new financial products.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Presented new and additional products and services to existing customers.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Customer Service Officer
PostBank Uganda Limited
Kampala, Uganda
12.2021 - 02.2022
- Promoted company brand and unique offerings through personalized customer service.
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Resolved concerns with products or services to help with retention and drive sales.
- Provided primary customer support to internal and external customers.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer calls and emails to answer questions about products and services.
- Completed data entry to record call notes, suggestions and questions.
- Communicated with clients regarding account services, statements, and balances.
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Banking Officer
PostBank Uganda Limited
Kampala, Uganda
08.2021 - 11.2021
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed customer transactions promptly, minimizing wait times.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Executed wire transfers, stop payments and account transfers.
- Calculated fees due, interest and change for customer transactions.
- Handled various accounting transactions.
- Maintained friendly and professional customer interactions.
- Worked with customers to understand needs and provide excellent service.
- Developed and maintained courteous and effective working relationships.
Data Entry Clerk
Bank Of Uganda Limited
Kampala, Uganda
07.2020 - 03.2021
- Corrected data entry errors to prevent duplication or data degradation.
- Increased data-entry productivity by maintaining detailed logs of data projects, identifying issues and improving them.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence and creating reports.
- Worked flexible hours across night, weekend and holiday shifts.
- Developed and maintained courteous and effective working relationships.
Sales Executive
Bank Of Uganda Limited
Kampala, Uganda
03.2020 - 06.2020
- Analyzed past sales data and team performance to develop realistic sales goals.
- Utilized internal lead referral tools to solicit new business opportunities and contacts.
Research Intern
Uganda Revenue Authority
Kampala, Uganda
10.2019 - 11.2019
- Gathered, arranged and corrected research data to create representative graphs and charts highlighting results for presentations.
- Assisted with preparing project-related reports, presentations and manuscripts.
- Completed research, compiled data and assisted in timely reporting.
- Prepared tables, graphs and fact sheets to summarize research results.
- Utilized job-related software to perform descriptive and multivariate statistical analysis of data.
- Prepared variety of different written communications, reports and documents.
- Developed team communications and information for meetings.
Planning Intern
Ministry of Finance, Planning and Economic Development
Kampala, Uganda
06.2019 - 08.2019
- Used mathematical formulas, statistical models and analytical techniques to assess information.
- Applied standard techniques, procedures and criteria to sequence of related economics tasks.
- Assisted in use of quantitative and qualitative methods and techniques for development of econometric or statistical models in economic policies.
Education
GED -
Uganda Institute of Banking And Financial Services
Kampala 12.2021 - 12.2021
GED -
Uganda Institute of Banking And Financial Services
Kampala 08.2021 - 08.2021
Bachelor of Arts - Econometrics And Quantitative Economics
Kyambogo University
Kampala 08.2016 - 12.2019
High School Diploma -
Makerere College School
Kampala 03.2014 - 12.2015
High School Diploma -
St . Kizito Secondary School, Bugolobi
Kampala 02.2010 - 11.2013
Skills
Portfolio assessment
undefinedReferees
Martin Lukyamuzi
Regional Head of Distributions - Greater Kampala
PostBank Uganda Limited
Mobile: +256772514440
Mail: martin.lukyamuzi@postbank.co.ug
Denis Kaliza Igga
Branch Manager - Kampala Road Branch
PostBank Uganda Limited
Mobile: +256782495532
Mail: denis.igga@postbank.co.ug
Steven Cwinya-ai
Head of SME
ABSA Uganda
Mobile: +256752623529
Timeline
Personal Banker
PostBank Uganda Limited
03.2022 - Current
Customer Service Officer
PostBank Uganda Limited
12.2021 - 02.2022
GED -
Uganda Institute of Banking And Financial Services
12.2021 - 12.2021
Banking Officer
PostBank Uganda Limited
08.2021 - 11.2021
GED -
Uganda Institute of Banking And Financial Services
08.2021 - 08.2021
Data Entry Clerk
Bank Of Uganda Limited
07.2020 - 03.2021
Sales Executive
Bank Of Uganda Limited
03.2020 - 06.2020
Research Intern
Uganda Revenue Authority
10.2019 - 11.2019
Planning Intern
Ministry of Finance, Planning and Economic Development
06.2019 - 08.2019
Bachelor of Arts - Econometrics And Quantitative Economics
Kyambogo University
08.2016 - 12.2019
High School Diploma -
Makerere College School
03.2014 - 12.2015
High School Diploma -
St . Kizito Secondary School, Bugolobi
02.2010 - 11.2013
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