Edwine Omollo

Experience

• 

  Stanbic Bank Kenya

  Jun 2011 - now

  • Providing advice on, promoting, selling and structuring a wide and diverse range of financial solutions customized to best meet the financial needs of high value commercial customers. Selling includes acquiring and opening new business accounts on a face-to-face basis, as well as Cross-selling additional value-added solutions to the existing portfolio to assist clients in growing their businesses • Identifying and taking ownership of sales leads generated for associate Group company stakeholders e.g. Vehicle and Asset Finance; Electronic Banking; Bancassurance/wealth management (where available) etc. to ensure a quick and knowledgeable response. • Mining and analyzing customer data to identify and plan for expansion and/or additional business opportunities. • Developing and implementing a client calling schedule to visit all clients in the portfolio.• Planning and implementing annual credit reviews for the portfolio. • Explaining and structuring/ customizing credit loan facility options, parameters and qualifying criteria. • Supporting customers in the completion of credit application information requirements, e.g. balance sheets, financial statements and management accounts. • Motivating and processing non-scored credit applications. • Managing and controlling industry sector, client exposure, and securities held to contain risk.8 Show less • Building and maintaining strong, long-lasting customer relationships with existing clients whilst establishing new business.• Conduct research on customer business trends and offer solutions within the existing bank products that optimizes the role of the bank in their current business model• Contribute to the growth of the portfolio both in the balance sheet and income statement by cross-selling the various bank products to existing customers based on their needs to ensure portfolio Incremental revenues across multi- range of product lines. • Preparing lending and other product proposals that provide solutions to clients• Collaborate with other units and departments to identify and grow opportunities • Preparation of Credit applications of new facilities and review of existing facilities• Evaluation of risk and Preparation of security documentation • Control and maintenance of all routine issues relating to submission of credit applications, credit correspondence and the day-to-day control of credit including excess memoranda and Quarterly Irregular Reports• Monitor service delivery from the Customer Service Centres e.g., Branch Operations, FX payments department, Credit Department, Foreign Trade Department to ensure optimum service levels.• Ensuring that customers KYC information is up to date to ensure that there are no compliance risks that the bank could be sitting on.• To minimise credit risk relating Non- Performing Loans within the portfolio by effective management of Arrears, Excesses and Compliance related issues. Show less • Preparation of Credit applications of new facilities and review of existing facilities• Evaluation of risk and Preparation of security documentation • Control and maintenance of all routine issues relating to submission of credit applications, credit correspondence and the day to day control of credit including excess memoranda and Quarterly Irregular Reports• Monitor service delivery from the Customer Service Centres e.g. Branch Operations, FX payments department, Credit Department, Foreign Trade Department to ensure optimum service levels.• Ensuring that customers KYC information is up to date to ensure that there are no compliance risks that the bank could be sitting on.• To minimise credit risk relating Non- Performing Loans within the portfolio by effective management of Arrears, Excesses and Compliance related issues. Show less • Processed funds transfers through core banking system.• Ensured any failed payments in the digital channels are complete within TAT.• Performed duty of care on customers’ funds transfer request by referring to sanction lists to mitigate against fraud, terrorism financing and money laundering.• Respond to queries from foreign banks regarding funds already remitted.• Attend to customer queries, through customer care centre and customer relationship management, regarding the status of inward and outward funds transfers.• Querying the Nostro and Vostro banks on all the entries not yet applied to ensure that our customers’ funds credit the beneficiary with good value. Show less Project 1: T24 Model Bank Optimisation and R12 Upgrade project• Managed financials for the project i.e. processed payments for various vendors, per diems for all resources eligible and generally tracked the project expenditure against the project budget.• Consolidated and collated the weekly and monthly Status updates from the various Project Managers, Business Analysts and Test Analysts for distribution to Project stakeholders • Prepared monthly project updates for Country and Business Support Executive Committees • Monitored and provided up to date information of project related Resources assigned to Kenya • Prepared and distributed the monthly PoW (Programmes of Work) pack to Exco membersProject2: Customer KYC compliance and Documents Digitization Project;• Reviewed customers’ KYC files to ascertain compliance.• Called customers to bring any missing KYC documents for their files to be compliant.• Scanned and uploaded customer information into a digital storage platform for the files to be accessed digitally thereafter. 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  • Relationship Manager, Commercial Banking

    Jan 2023 - now

  • Client Analyst, Commercial Banking

    Apr 2018 - Dec 2022

  • Accounts Analyst, Enterprise Banking

    Dec 2016 - Mar 2018

  • Officer FX Payments

    Jun 2013 - Nov 2016

  • Project Support Officer

    Jun 2011 - Jun 2013