HR Operations Analyst at Fedeth Microfinance Bank

Responsible for keeping client relations records:

• Physical filing and proper storage of all client-related documents
• Prompt opening of accounts on core banking application.
• Scanning, upload, digital filing, and proper storage of all client documents in Core Banking Application (CBA).
• Coordinate and record client information from bi-annual client profile update exercise.
• Maintenance and daily update of incoming and outgoing mails registers. Appropriate filing of same on shared folder.
• Weekly update and maintenance of client mailing list.
• Proactive resolution of client issues and prompt escalation where necessary.
• Weekly dispatch of client birthday notifications to staff via email. Call & SMS dispatch to celebrants.
• Bonding with clients through client appreciation packages & religious celebration packages.
• Responsible for calling 10 dormant Mass Affluent clients per week and driving reactivation of same.