SIMON MUSINGUZI
Quakertown,PA
Summary
To engage in a career that allows growth and progress in terms of skills, expertise, socio-economic development, and innovation through exposure to new ideas for personal and professional development.
Strong analytical skills and ability to master multiple operational skills and tasks while paying close attention to detail and a strong willingness to accept new challenges and learn new procedures. Works under pressure and minimum supervision to meet deadlines. Strong interpersonal skills and communicates effectively and comfortably in a diverse team. Capable of using Microsoft Word, Microsoft Excel, PowerPoint, and Bush Soft.
Overview
13
13
years of professional experience
Work History
Branch Operations Manager
Wells Fargo bank
01.2024 - Current
- Managed day-to-day operations, ensuring compliance with banking regulations, and optimizing branch workflow to improve customer service.
- Supervised and trained a team of tellers, credit officers, and customer service representatives, ensuring high-performance standards.
- Analyzed financial transactions and generated reports on operational efficiency and financial performance.
- Oversaw daily branch operations, ensuring compliance with policies and procedures.
- Led team in delivering exceptional customer service, enhancing client satisfaction and retention.
- Developed and implemented operational strategies to improve efficiency and productivity across the branch.
- Analyzed performance metrics to identify trends and areas for improvement within branch operations.
- Mentored staff on best practices, fostering a collaborative and high-performance work environment.
- Coordinated training programs for new employees, ensuring seamless onboarding and integration into the team.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Supervised a team of employees, fostering a positive work environment and emphasizing professional growth.
- Trained employees on proper procedures and strategies to improve productivity.
- Performed monthly compliance checks.
- Collaborated with senior management to create strategic plans for future branch growth and expansion.
- Conducted regular performance evaluations for staff members, identifying areas for improvement and opportunities for advancement.
Accounts Assistant
RS Yolk Foundations
01.2013 - 02.2025
- Processed invoices and managed accounts payable for timely vendor payments.
- Reconciled monthly bank statements to ensure account accuracy and compliance.
- Assisted in preparing financial statements and reports for internal audits.
- Streamlined data entry processes, enhancing overall efficiency of accounting operations.
- Led implementation of new accounting software, improving reporting capabilities by 30%.
- Collaborated with cross-functional teams to resolve discrepancies and improve workflow efficiency.
- Developed training materials for team onboarding, fostering knowledge retention and skill development.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
- Communicated and resolved disputes with clients regarding outstanding invoices, payments and adjustments.
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Contributed to a positive work environment through effective teamwork, communication, and collaboration within the accounting department.
- Supported the accounting team with month-end closing procedures, ensuring timely completion and accurate reporting.
- Reduced errors in data entry by implementing a system of double-checking and cross-referencing information.
- Assisted in the preparation of accurate financial reports for senior management decision making.
- Improved cash flow management by monitoring accounts receivable and following up on overdue invoices.
- Communicated regularly with customers regarding account questions and issues.
- Maintained an organized filing system for easy access to financial documents, improving overall efficiency.
- Streamlined invoice processing for improved efficiency and timely payments to vendors.
- Organized data into multiple spreadsheets to streamline data.
- Provided excellent customer service while handling various billing inquiries from clients, fostering strong client relationships.
- Facilitated smooth audits by maintaining accurate records and providing prompt responses to auditor requests.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Bank Teller
Wells Fargo bank
01.2017 - 01.2024
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Increased efficiency within the teller line by sharing best practices among colleagues, leading to shorter wait times for customers.
- Monitored and reported suspicious activity in line with bank security policies.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Established rapport with new clients to increase satisfaction and loyalty.
- Arranged monies received in cash boxes and coin dispensers according to denomination.
Credit Officer
Equity Bank (U) LTD
01.2015 - 01.2017
- Sold financial products to clients by identifying and sensitizing potential clients in the respective area of operation.
- Developed marketing and work plan for the establishment of a solid clientele base and mobilizing groups for the purpose of lending to them.
- Processed loan applications by evaluating and assessing the credit risk of individual clients and groups by inspecting the business and household of potential clients and appraising the client’s business and repayment capability before disbursing loans.
- Generated and submitted on-time accurate documentation to enable loans to be disbursed.
- Monitored loan performance by attending group meetings.
- Followed up with group executives to recover both internal and external arrears.
- Maintained the company standard customer service to all group members and advised clients on borrowing and loan management.
- Optimized credit approval and collection processes, improving operational efficiencies by over 80%.
Education
Master of Business Administration - Business Administration
University of The People
Pasadena, CA01.2024
Bachelor of Science - Finance
Makerere University
Kampala Uganda01.2013
Uganda Advanced Certificate of Education -
St. Peters Secondary School
Kampala Uganda01.2009
Uganda Certificate of Education -
Ssaku Secondary School
Uganda01.2007
Skills
Core Professional Skills
- Customer service excellence: Skilled at building and maintaining long-term client relationships
- Communication skills: Clear, professional verbal and written communication with customers, colleagues, and management
- Team collaboration: Experience working cross-functionally with other departments (eg, credit, operations, compliance)
- Time management & organization: Ability to manage multiple accounts, transactions, or customer issues efficiently
- Problem-solving: Quickly identifies and resolves customer or operational issues
Banking & Financial Skills
- Cash handling & transaction accuracy (if in retail banking)
- Loan processing and underwriting (if in credit/lending)
- Account management and reconciliation
- Financial analysis and risk assessment
- Product knowledge: Deep understanding of banking products (savings, checking, loans, credit, mortgages, investments, etc)
- Sales & cross-selling: Identifying opportunities to offer additional products or services
- Portfolio management: For experienced relationship or account managers
- Technical & Analytical Skills
- Data entry and financial record keeping
- Proficiency with core banking software (Teller view, workday,
- MS Excel and financial modeling (for analysts or corporate bankers)
- Knowledge of KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations
- Understanding of data privacy laws and bank compliance standards
- Fraud detection and prevention awareness
- Adherence to internal controls and audit requirements
Leadership & Management Skills (if in a senior or supervisory position)
- Staff supervision and training
- Performance evaluation and coaching
- Branch operations management
Timeline
Branch Operations Manager
Wells Fargo bank
01.2024 - Current
Bank Teller
Wells Fargo bank
01.2017 - 01.2024
Credit Officer
Equity Bank (U) LTD
01.2015 - 01.2017
Accounts Assistant
RS Yolk Foundations
01.2013 - 02.2025
Master of Business Administration - Business Administration
University of The People
Bachelor of Science - Finance
Makerere University
Uganda Advanced Certificate of Education -
St. Peters Secondary School
Uganda Certificate of Education -
Ssaku Secondary School