Portia Mubango

Richardson

Summary

Dynamic professional with a proven track record at CBZ Bank and Xcelerate Tech Consulting , enhancing customer satisfaction and streamlining operations. Excelled in customer service and risk management, leveraging analytical thinking and CRM tools to drive improvements. Achieved significant process efficiencies, demonstrating a blend of creative thinking and technical proficiency.

Overview

2025

years of professional experience

Work History

Banker

CBZ Bank

Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Developed and maintained strong customer relationships, providing exceptional service and advice.
Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
Opened, closed, and updated accounts for customers.
Strengthened customer relationships through attentive service and prompt resolution of inquiries.
Balanced teller drawers and ATM cash.
Collaborated with team members to consistently meet or exceed branch sales targets and objectives.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
Streamlined operations, implementing efficient processes to improve overall productivity and performance.
Investigated customer inquiries and resolved discrepancies in helpful and timely manner.

Data Governance Analyst

Xcelerate Tech Consulting

01.2024 - Current

Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Enhanced team collaboration by providing clear communication of complex findings through visualizations and reports.
Implemented predictive analytics techniques that enabled proactive adjustments to business strategies based on emerging trends.
Streamlined reporting procedures by creating user-friendly dashboards for easy access to key performance indicators.
Developed new analytical models that improved forecasting accuracy and reduced risk exposure.
Performed audits of subsidiaries to protect shareholders and potential investors from fraudulent or unrepresentative financial claims.

Education

Banking And Finance - Banking And Finance

Zimbabwe Open University

Zimbabwe

12.2023

Skills

Customer service
Cash handling
Creative thinking
Cash management
Analytical thinking
Team coaching and training
Self-motivated nature
Risk management policies
Know your customer

Customer relationship management
Teller experience
Regulatory compliance
Account servicing
Sales proficiency
Microsoft excel
Sales Force
CRM(finastra)
Bank point

Languages

English

Native or Bilingual

Timeline