trizar lisanza

I currently work as a  Trade banker at the cooperative bank of Kenya where my roles include business growth and development,relationship management,credit preparation,quality loan book/default management,and risk and compliance.among others.

I am capable of working in a team in order to deliver on the organizations objectives. Moreover, my approach to work goes beyond my job description as I am always looking for ways to improve efficiency and reduce discrepancies. I am skilled in areas such as;money and banking,audit, economics, financial analysis, mathematics, accounting, statistics and statutory deductions. In  addition to being honest in all my undertakings. I also possess the capacity analyze and solve problems logically.
 

TRADE FINANCE BANKER / THE COOPERATIVE BANK OF KENYA   03/2022 - CURRENT 
Assessing trade finance requests from clients by carefully reviewing their documentation and understanding their specific financial needs.
Advising clients on a range of trade finance products and services that can enhance their international business transactions and mitigate risks.
Structuring comprehensive trade finance solutions tailored to each client's unique circumstances and operational requirements to facilitate their trade activities.
Monitoring international trade transactions for compliance and risk management, ensuring that all activities align with regulatory standards and internal policies.
Coordinating with various internal departments, such as credit and risk management, to ensure the seamless processing of trade finance applications and transactions.
Evaluating financial documents and trade transactions for authenticity and accuracy to protect the bank and its clients from potential fraud.
Negotiating favorable terms and conditions with clients and partners, striving to create mutually beneficial agreements that support their trade goals.
Managing ongoing relationships with clients by regularly communicating and addressing their concerns to enhance overall customer satisfaction and loyalty.
Conducting thorough market research to identify current trade finance trends, helping clients stay informed about changes that may impact their operations.
Providing training and support to clients on best practices in trade finance, empowering them to make informed decisions about their international transactions.
Facilitating the execution of letters of credit by ensuring all necessary documentation is in place and meets international standards, thereby minimizing delays.
Collaborating with external stakeholders, such as shipping companies and customs authorities, to ensure smooth logistics and compliance throughout the trade process.
Developing tailored financial solutions that address the specific challenges faced by clients in different industries, helping them navigate complex trade environments.
Performing risk assessments on potential trade finance transactions, identifying and mitigating potential issues before they arise to safeguard the bank and clients.
SALES EXECUTIVE / THE COOPERATIVE BANK OF KENYA   03/2019 - 03/2022
Developed and maintained strong, long-term relationships with clients by actively engaging with them, understanding their banking needs, and providing personalized solutions that ensured their satisfaction and loyalty to the bank.
Consistently met or exceeded challenging monthly and quarterly sales goals through the implementation of effective strategies, careful planning, and persistent follow-up on potential leads.
Conducted thorough market research to analyze current trends and customer preferences, which helped identify new business opportunities and allowed the bank to tailor its offerings accordingly.
Delivered comprehensive presentations on a range of financial products and services, effectively educating clients on their benefits while tailoring the information to address their specific financial needs and goals.
Assisted in the development and execution of innovative marketing campaigns aimed at promoting new products and services, ensuring that these initiatives resonated with target audiences and aligned with the bank’s strategic objectives.
Evaluated and processed loan applications meticulously, ensuring that all documentation met the bank's policies and regulatory requirements, while also providing clients with timely feedback on their applications.
Provided valuable training and mentorship to new sales team members, sharing best practices and techniques that enhanced their skills and boosted overall team performance.
Proactively handled customer complaints and queries with efficiency and professionalism, ensuring that each issue was addressed promptly to maintain a high level of customer service and satisfaction.
Generated detailed sales reports that summarized performance metrics and trends, presenting these findings to management to assist in informed strategic planning and decision-making.
Worked collaboratively with various departments, including marketing and operations, to enhance service delivery and improve the overall customer experience, fostering a culture of teamwork and shared goals.

Certified Public Accountants (Part 1, 2, & 3)   05/2016 
Nairobi County Institute of Management 
 

Bachelor of Economics   04/2016 
The University of Nairobi 
 

Certificate in Computerized Accounting   11/2013 
KCA University 
 

Kenya Certificate of Secondary Education   01/2010 
The Sacred Heart Mukumu Girls High School