
Helen Wario
Multi-faceted professional with banking and operations expertise
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About
To be a multi-faceted professional person with skills that depict commitment, integrity, innovation and willingness to work in a challenging environment with the core goal of achieving the institutions' mission and vision as well as developing my personal goals to the best of my ability
Experience
Acting as operation manager at EQUITY BANK (2022-01 – 2025-11)
- Verification of documents for both cash and account opening
- Overseeing general operation activities
- Cash management and General ledger monitoring
- Salary processing
- Cheque verification
- Accounts verification
Cash Officer at EQUITY BANK (2024-01 – Present)
- Cash management
- Salary processing
- Cheque verification
- Accounts verification
Customer Service / Account Opening Supervisor at EQUITY BANK (2021-01 – 2024-01)
- Account verification and opening
- Mobile banking verification
- Equitel replacement
- Champion Custodial services
- Batching account opening reports
- Verification of Card application
- Preparing enhanced due diligence report
- Championing the branch data clean up
- Verification and posting of transactions
Customer Service Supervisor at EQUITY BANK (2014-01 – Present)
- Lead digitalization in the branch by working closely with Equitel and payment champions
- Assisting customers in issue follow up and closure
- Carrying out customer relationship management through customer visits
- Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
- Keep records of customer interactions, process customer accounts and file documents
- Resolve customer complaints via phone, email, mail or social media
- Preparing branch trainings to fill product and service gap analysis
- Cross sell bank products and services
- Work with my regional manager to ensure proper customer service is being delivered
- Close customer issue in the service portal within the set service level agreement
- Guard brand protection
- Issue of pins for the payment cards
- Work with accounts opening in reduction in dormancy level
- Champion data clean up at the branch
Card Application/Account Opening Officer at EQUITY BANK (2012-01 – 2015-08)
- Account verification
- Card verification
- Opening of account
- Card application
- Cheque book issue
- Issuing of Hsnp cards
- Mentor wings to fly scholars
- Teller
Account Opening Officer at EQUITY BANK (2011-01 – 2014-01)
- Card application
- Account opening
- Equitel sim card issuance
- Registration of mobile banking
- Static data updates
Education
Bachelor of Business Management in Procurement – Mount Kenya University (2018-01 – 2021-01)
Diploma in Banking and Finance – Kenya School of Monetary Studies (2005-01 – 2007-01)
Kenya Certificate of Secondary Education – Moi Girls Eldoret (2001-01 – 2004-01)
Kenya Certificate of Primary Education – Fr.
John Memorial
School (1991-01 – 2000-01)