Kelvin Chama
Summary
Results-driven Banking Consultant experienced in Cash Management, Teller Operations, Sales, and Customer Service. Achieved accuracy in cash handling and consistently exceeded sales targets while delivering exceptional client service. Focused on leveraging financial product knowledge and compliance expertise to drive growth within a leading financial institution.
Overview
11
11
years of professional experience
Work History
Multiskilled Consultant - Cash Space & Sales
First National Bank (FNB)
Kitwe , Zambia
08.2023 - Current
- Manage cash space operations including receiving, counting, balancing, and vault security in line with FNB policies
- Drove sales of FNB products including transactional accounts, loans, credit cards, and digital channels to enhance customer engagement
- Met individual and branch sales targets consistently, contributing to overall branch performance while ensuring high customer satisfaction
- Provided expert financial advice and resolved client queries professionally, fostering trust and long-term relationships
Teller / Customer Service Officer
AtlasMara Bank
Ndola, Zambia
10.2021 - 08.2023
- Processed high-volume transactions: deposits, withdrawals, transfers, and bill payments with 100% accuracy
- Performed daily cash balancing and reconciliation, adhering to dual control and compliance standards
- Promoted banking products and supported the branch in achieving sales goals
- Delivered excellent customer service and resolved client issues promptly
Sales Consultant
ZAMBIA INDUSTRIAL COMMERCIAL BANK (ZICB)
Kitwe, Zambia
08.2019 - 01.2021
- Marketed and sold bank products: Loans, CASA accounts, Salary Advances, and Visa Cards
- Identified prospective customers
- Achieve individual and branch sales targets while delivering excellent customer service
Salesman
MADISON INSURANCE COMPANY
Ndola, Zambia
12.2017 - 01.2019
- Sold Life, Motor, and Health insurance products through consultative selling and needs-based analysis
- Exceeded monthly sales targets by developing new business and managing existing client portfolios
- Conducted client presentations and explained policy terms, benefits, and claims processes
- Processed policy applications, renewals, and ensured timely submission of documentation
- Maintained accurate client records and followed up on leads for upselling and cross-selling
- Represented Madison Insurance at corporate events and marketing activations to build brand awareness
Office Assistant
Bank of Zambia
Ndola , Zambia
01.2016 - 01.2017
- Supported the procurement unit with processing vouchers, purchase orders, and maintaining supplier records
- Handled mail delivery, filing, and general administrative support for the department
- Assisted with inventory management, stock taking, and documentation of office supplies
- Coordinated logistics for meetings and departmental activities
- Ensured confidentiality and accuracy in handling sensitive procurement and currency documents
- Verified, sorted, and processed Zambian currency notes, removing unfit notes and ensuring compliance with BoZ standards
Education
CA Zambia Advisory Level - Accounts
Zambia University College of Technology
Ndola, Zambia Skills
- Cash management
- Transaction processing
- Financial advising
- Sales strategy
- Customer management
- Complaint resolution
References
References available upon request.
Timeline
Multiskilled Consultant - Cash Space & Sales
First National Bank (FNB)
08.2023 - Current
Teller / Customer Service Officer
AtlasMara Bank
10.2021 - 08.2023
Sales Consultant
ZAMBIA INDUSTRIAL COMMERCIAL BANK (ZICB)
08.2019 - 01.2021
Salesman
MADISON INSURANCE COMPANY
12.2017 - 01.2019
Office Assistant
Bank of Zambia
01.2016 - 01.2017
CA Zambia Advisory Level - Accounts
Zambia University College of Technology