Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
CATHERINE  Muthui

CATHERINE Muthui

Nairobi,Kenya

Summary

Experienced banking professional with a strong background in customer relationship management, risk management, and cash handling. Proven expertise in product cross-selling, transaction processing, and KYC implementation. Adept at cash balancing, customer service, and confidentiality assurance. Skilled in banking procedures, customer retention strategies, and financial literacy. Proficient in record-keeping and general sales administration. Committed to enhancing customer satisfaction and driving business growth through effective financial solutions.

Overview

3
3
years of professional experience
4
4
years of post-secondary education
1
1
Certification

Work History

Direct Sales Representative

National bank of Kenya
Meru , Kenya
01.2026 - I currently work here
  • Demonstrated strong communication and time management skills to meet and exceeded sales targets.
  • Presented products with polished demonstrations highlighting functions, usability and unique selling points to help close sales.
  • Acted as a brand ambassador at all times, representing the company with integrity and professionalism to foster trust and loyalty.
  • Created sales and revenue-generating opportunities in new markets to improve profit margins.
  • Collaborated with sales and marketing teams to produce ideas for sales aids, promotions and leaflets.
  • Participated in weekly sales meetings, contributing valuable insights and feedback to drive team success.
  • Identified cross-selling and up-selling opportunities during client interactions, significantly increasing average transaction values.

Relationship officer cash

Equity bank kenya
Namanga, Kenya
02.2022 - 01.2025

Managed high-volume cash transactions efficiently and accurately, ensuring compliance with bank policies and Central Bank of Kenya regulations.

Delivered exceptional customer service by handling deposits, withdrawals, funds transfers, and account inquiries promptly and courteously.

Ensured accurate end-of-day cash balancing and maintained proper cash limits in the till and vault.

Supported relationship management by cross-selling bank products and services to meet client needs and enhance customer retention.

Verified and processed corporate and bulk cash transactions while maintaining confidentiality and minimizing risk exposure.

Collaborated with operations and compliance teams to uphold KYC, AML, and risk management standards.

Trained and guided new tellers and interns on customer service, cash handling, and compliance procedures.

Addressed and resolved customer issues efficiently, contributing to improved branch service ratings.

  • Prepared detailed reports for senior management, outlining operational performance and strategic recommendations.
  • Processed customer transactions quickly and accurately, including deposits, withdrawals, and loan payments.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Participated in regular training sessions, keeping up-to-date with banking policies and procedures.
  • Identified and eliminated errors when balancing cash point transactions, teller cash dispensers and teller cash recyclers.
  • Listened to customer feedback and followed-up on complaints to help improve satisfaction levels.
  • Conducted daily cash counts and reconciliations, maintaining financial integrity at the single window.
  • Collaborated with team members to meet branch targets and maintain high service standards.
  • Educated customers on internet banking services and mobile banking apps to promote digital banking adoption.
  • Maintained confidentiality of customer information, adhering to data protection laws.
  • Conducted foreign currency exchanges and provided travellers with required currencies.
  • Handled foreign currency transactions, providing a comprehensive service at the single window.
  • Assisted auditors in identifying information necessary to complete audit activities.
  • Reported suspicious activities to comply with anti-money laundering regulations.
  • Responded to customer enquiries with detailed information, promoting a positive service experience.

Education

Bachelor of Education (Arts) - Bachelor of Education (Arts)

University of Eldoret
Eldoret,kenya
09.2017 - 03.2022

Skills

  • Customer relationship management
  • Risk management
  • Cash handling
  • Product cross-selling
  • Transaction processing
  • KYC implementation
  • Cash balancing
  • Customer service
  • Confidentiality assurance
  • Banking procedures
  • Customer retention strategies
  • Financial literacy
  • Record-keeping
  • General sales administration

Certification

Occupational health and safety management certificate

Customer experience certificate

Foundation of banking and credit certificate

Information security and awareness certificate

Data protection and awareness 2024 certificate

Timeline

Direct Sales Representative

National bank of Kenya
01.2026 - I currently work here

Relationship officer cash

Equity bank kenya
02.2022 - 01.2025

Bachelor of Education (Arts) - Bachelor of Education (Arts)

University of Eldoret
09.2017 - 03.2022
CATHERINE Muthui