POLYCARP OBURA

I'm an accomplished banker with formal training in accounting and  finance. I'm a resilient individual with the right attitude to work, learn and build valuable relationships. I'm also a trainer/tutor with great pleasure to learn and dispense knowledge.

October 2022- Present: Manager Marketing & Administration, ADD Valuation and property management-Kisumu, Kenya.
Preparing and updating monthly financial records.
Overseeing management of petty cash, inventory and other assets.
Identifying and updating stationary and accessory needs of the organisation.
Evaluating and onboarding organisation vendors and service providers.
Identifying and marketing company products to prospective clients.
Coordinating company sales roadshows and other business development activities.
Setting up and agreeing on SLAs with vendors and service providers.
Preparation of vouchers, invoices and Fee notes.
Conducting customer onboarding, relationship management and service aspects based on bank CRM matrixes.
Maintaining daily inventory of bank assets in strict adherence to bank procedures.
Guiding the personal and business banking teams in adhering to prudent lending practices in order to keep a healthy portfolio.
Monitoring aspects of branch operations efficiency, service delivery, costs and profits.
Training team members to enhance motivation and efficiency in service delivery.
Preparing the branch budget for approval in line with the overall bank strategy to ensure sustainable profit and growth.
Performing all-round branch administration and management duties as directed by and in collaboration with the branch manager.
Enforcing full compliance with the Bank’s Credit Policy, CBK guidelines and appropriate provisions of the Banking Act with respect to lending.
Relationship management, customer experience and vendor engagements to derive value to the customer and meet bank objectives.
Enforcing security procedures within the branch including opening procedures, camera surveillance & maintenance, video monitoring, robbery and fire drill procedures.
Achievements
Succesfully transitioned the branch for 3 months in 2016 without a Branch Manager and operations manager.
Achieved satisfactory score in branch audits for years 2016, 2017, 2018 and 2019.
Raised branch sales, service and operations standards as reflected in branch financials and Service Dashboard.
Acquired and enhanced vital personal and business customer relationships for the bank.
Branch VAF/IPF champion.
Culture and strategy Champion 2018-2019. 
Championed Kisumu branch to be the best in customer digital transactions in 2017.
Supervising tellers and customer service consultants.
Managing customer onboarding to ensure quality and credible sales.
Monitoring cash related inventory in compliance with the branch needs.
Monitoring security and safety in compliane with Onsite Health and Safety (OHS) guidelines.
Monitoring and clearing Anti-Money Laudering (AML) and fraud alerts to ensure compliance.
Achievements
My branch to achieve the best audit rating in cash handling and compliance conducted jointly by the Central Bank of Kenya and Central Bank of South Africa (2014).
I was nominated to the Standard Bank Fraud-Stop draw in South Africa to represent Kenya for successfully frustrating frauds in the branch in 2015.

Receiving and processing customer instructions in line with laid down procedures.
Identifying training needs and providing ongoing training to maintain productivity and effectiveness of staff.
Implementing bank-wide policy changes and initiatives to improve support capabilities.
Cascading bank procedures and policies to brief staff.
Organising weekly team meetings to provide business updates and review team performance. 
Achievements:
I was recognised for processing the highest number of transactions in the entire bank in the year 2010-2012 with hig accuracy.
I reconciled all the clearing suspense accounts for the branch during systems migration in 2010.
I was the unit liaison person in projects such as KRA digital payments, Cheque truncation and Collection services (2011-203).
Led our Kenyan team to successfully draft the T24 mod thal

1. October 2022- Present: Manager Marketing & Administration, ADD Valuation and property management-Kisumu, Kenya.

2. February 2016 - June 2022: Team Leader Service Support, Stanbic Bank Kenya Ltd, Kisumu, Kenya.
 

3. September 2014 - December 2015: Asset Custodian, Stanbic bank Karen Branch, Kenya
 

4. September 2009 - September 2014: Frontline Support Officer, Stanbic bank Chiromo branch, Kenya.
5. January 2009- September 2009: Direct Sales Agent, Stanbic Bank ltd, Chiromo Branch.
6. September 2008- Contract Staff-Cheque Book Rebranding and Customer Service Project, Stanbic Bank, Kenyatta Avenue branch.
7. Jan 2008-August 2008: Insurance Sales Agent, Kennindia Insurance Company, Nairobi.
8. September 2007-December 2007: Graduate Trainee, Unicover Insurance Brokers, Nairobi.

January 2019 - December 2019: Harvard University Certificate in Management and Mentorship.
January 2017 - June 2017: Diploma Banking, Retail Banking Academy, London.
January 2016-Ongoing: Certified Public Accountant-CPAK, KASNEB, Advanced level with two units remaining.
September 2013 - January 2015: Masters of Science-Finance, University of Nairobi. 
September 2003 - January 2008: Bachelor of Science-Mathematics, Maseno University.
February 1998 - December 2001: KCSE Certificate - Grade A-, Maseno School.