Chris Kalisa

• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Participated in staff meetings to discuss innovative strategies to improve services.
• Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
• Developed customer surveys to measure customer satisfaction and identify areas of improvement.
• Participated in industry events and trade shows to promote products and services.
• Created and maintained databases to track customer discussions and preferences for accurate, updated records.
• Developed and managed relationships with vendors to establish cost-effective products and services.
• Facilitated workshops and seminars to educate customers on product features and benefits.
• I worked with customer care and digital Banking departments to facilitate communication and deliver personalized solutions to customers.
• Managed revenue models, process flows, operations support and customer engagement strategies.

- Attending to customers’ requests and inquiries for financing, account maintenance, and other related product needs as part of customer service.

- Primarily responsible for business development, which involves signing on new customers and creating new customer relations while increasing the Bank’s market share of the existing customers.

- Carrying out research and gathering market intelligence, trends, and analysis for prior loan disbursement.

- Working with my team members to manage and sustain a portfolio of asset and liability customers and build long-term relationships founded on efficient and reliable support for each customer’s business. This is mainly achieved through quick risk decisions, consistent customer management, quality operational services, and tracking the performance of the risk assets and liabilities.

- Preparing and initiating credit facility write-ups and financial analyses for new, existing, and prospective customers that required funding from the Bank and submitting them to the credit risk department for further review.

- Ensuring all the precedents to drawdown are met before the loan disbursement and the required documents are in place.

- Monitoring the disbursed loans to ensure they remain at average risk (I.e., Class 1)

- Execution of integrated sales, relationship, and credit strategies aligned with the bank’s business plan to achieve desired revenue and service hurdles.

- Managing the Bank’s funding and liquidity risk to support asset growth.

- Preparing loan and deposit reports for the corporate Banking Team for the monthly performance review (MPR).

- Listening to and advising the customers.

- Following up on the customer’s request and ensuring that the customers are served in the shortest time possible, as turnaround time (TAT) is essential in customer service.