Ian Kazembe
Summary
Dynamic banking professional with extensive experience at Atlasmara Bank, excelling in customer relationship management and compliance auditing. Proven track record in enhancing client retention strategies and ensuring adherence to banking regulations. Adept at problem-solving and effective communication, driving operational excellence and fostering strong client relationships.
Resourceful Branch Banking Relationship Officer known for high productivity and efficient task completion. Specialize in customer relationship management, financial product sales, and regulatory compliance. Excel in communication, problem-solving, and adaptability to meet client needs and achieve financial objectives.
Overview
17
17
years of professional experience
Work History
Branch Banking Relationship Officer
Atlasmara Bank
Kitwe
08.2013 - 11.2023
- Assisted customers with account inquiries and transactions efficiently.
- Educated clients about banking products and services available.
- Processed new account applications and maintained accurate records.
- Collaborated with team members to ensure excellent customer service.
Accounts Assistant
Chibs marketing Ltd
Luanshya
01.2011 - 01.2013
- Managed daily accounts payable and receivable tasks efficiently.
- Assisted in processing invoices and expense reports accurately.
- Coordinated with vendors to resolve billing discrepancies promptly.
- Maintained accurate financial records using accounting software tools.
- Organized documentation for audits and compliance reviews systematically.
- Processed company receipts, sales invoices, and payments from customers and suppliers.
Note Examiner
Bank of Zambia
Ndola
01.2007 - 10.2007
- Reviewed financial statements for compliance with banking regulations.
- Conducted audits to assess operational effectiveness and risk management.
- Collaborated with teams to develop internal control policies and procedures.
- Analyzed data trends to identify potential issues in financial practices.
- Prepared detailed reports on examination findings for management review.
- Provided training sessions to staff on regulatory requirements and procedures.
- Monitored changes in banking laws to ensure organizational adherence and compliance.
- Monitored progress throughout the life cycle of each claim ensuring timely resolution.
- Adhered strictly to company standards when evaluating cases for payment authorization.
- Identified potential fraud by analyzing data for any irregularities or discrepancies.
- Maintained accurate files containing all relevant documents pertaining to each claim.
Education
Some College (No Degree) - Accounting
National Institute Of Public Administration
Lusaka, Za09-2006
GED -
Kansenshi Secondary Shool
Ndola10-2001
Skills
- Account management
- Customer relationship management
- Compliance auditing
- Transaction processing
- Banking regulations
- Risk assessment
- Team collaboration
- Effective communication
- Problem solving
- Attention to detail
- Customer education
- Conflict resolution
- Financial product sales
- Loan processing
- Client retention strategies
- Portfolio management
- Cash handling proficiency
- Know your customer
- Cross-selling opportunities
- Anti-money laundering
- Customer due diligence
- Written communication
- Product knowledge
- Critical thinking
- Sales acumen
- Problem-solving abilities
Timeline
Branch Banking Relationship Officer
Atlasmara Bank
08.2013 - 11.2023
Accounts Assistant
Chibs marketing Ltd
01.2011 - 01.2013
Note Examiner
Bank of Zambia
01.2007 - 10.2007
Some College (No Degree) - Accounting
National Institute Of Public Administration
GED -
Kansenshi Secondary Shool