WIlliam Ngugi
Seattle,Washington
Summary
Experienced retail banker with comprehensive understanding of financial products, banking regulations, and customer service. Strengths include developing tailored financial solutions for customers, managing high-volume transactions, and handling complex issues with accuracy. Proven ability to build relationships with clients and work in fast-paced environments while maintaining the highest level of integrity and professionalism.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Regional Support Member Consultant
BECU
Seattle, WA
04.2020 - 06.2024
- Maintained customer data confidentiality while inputting information into system.
- Advised customers on various banking products and services such as loans, investments, and credit cards.
- Performed fraud prevention duties by monitoring suspicious activity on customer accounts.
- Managed client accounts, ensuring accurate transaction processing and exceptional service delivery.
- Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
Manager
Smartwash Detailing Services
Seattle, WA
06.2019 - 12.2019
- Ensured customer satisfaction by providing excellent service and attention to detail.
- Facilitated smooth operations by managing the day-to-day activities of the team.
- Monitored employee performance and provided feedback as needed.
- Adhered to safety protocols and guidelines to prevent damage to vehicles and personal injury.
Teller
US Bank NA
Seattle, WA
03.2018 - 06.2019
- Counted drawers and reconciled remaining cash to accost for deposits and dispersals.
- Identified opportunities to refer customers to other areas of the bank for additional services.
- Adhered to financial services security and audit procedures.
- Performed transactional, operational, and customer support tasks through knowledge of bank procedures and products.
- Explained account information to customers in detail as needed.
Education
Associate of Applied Science - Logistics And Materials Management
Jommo Kenyatta University Of Agriculture And Tech
Nairobi 08-2015
Skills
- Loan origination
- Cross-selling strategies
- Credit assessment
- Anti-money laundering
- Consumer lending
- Teller support
- Sales leadership
Affiliations
- Bass Guitar Player.
- Teen and young adult Financial mentor.
Languages
English
Full Professional
Swahili
Full Professional
French
Limited
Accomplishments
- Perfect customer survey score for Q1 2023.
- Purpose and Leadership Forum graduate.
Certification
- MLO
- Certified Financial Eduacator
References
References available upon request.
Timeline
Regional Support Member Consultant
BECU
04.2020 - 06.2024
Manager
Smartwash Detailing Services
06.2019 - 12.2019
Teller
US Bank NA
03.2018 - 06.2019
Associate of Applied Science - Logistics And Materials Management
Jommo Kenyatta University Of Agriculture And Tech
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