Summary
Overview
Work History
Education
Skills
Personal Attributes Strengths
Timeline
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SIMON MUTALE

Solwezi

Summary

Self-motivated professional committed to delivering exceptional customer service and achieving sales targets. Strong problem-solving and interpersonal skills enhance customer experiences while ensuring compliance with policies. Continuously seeks to develop skills in dynamic environments that foster growth and performance.

Overview

6
6
years of professional experience

Work History

Customer Care Officer

Access Bank
Solwezi
01.2024 - Current
  • Deliver exceptional customer service
  • Resolved customer complaints using effective communication and problem-solving skills to ensure customer satisfaction
  • Cross-sold banking products to enhance customer financial solutions
  • Achieve assigned KPIs and sales targets
  • Opened customer accounts using Flexcube and Finflows systems
  • Process loans and salary advances
  • Processed issuance of Visa Debit Cards through CR2 platform
  • Managed customer flow in branch lobby to improve service efficiency
  • Ensure compliance with KYC, AML, and ATF policies
  • Participate in branch sales campaigns

Bank Teller

Atlas Mara Bank (now Access Bank)
Solwezi
01.2023 - 01.2024
  • Trained new tellers on operational procedures and customer service techniques.
  • Promoted banking products and services to enhance customer engagement and drive account growth.
  • Assisted customers with account inquiries and provided tailored product information to support informed decision-making.
  • Processed customer transactions efficiently and accurately.
  • Performed cash handling duties including counting currency, coins and checks.
  • Logged and recorded financial transactions, ensuring compliance with record-keeping standards.
  • Manage customer confidentiality
  • Process foreign currency transactions

Customer Sales Representative

Zamtel
01.2022 - 01.2023
  • Managed sales of merchant physical and virtual stock while supporting appointed distributors.
  • Retail shop operations: sales, service, and marketing
  • Created and presented performance reports to management for strategic decision-making.
  • Performance reporting for management
  • Coordinated stakeholder communication to align project goals and expectations.
  • Internal audits and reporting

Sales Executive

Rovert Marketing Zambia
01.2021 - 01.2022
  • Customer acquisition and outreach
  • Product sales and marketing
  • Assessed client needs, delivering tailored solutions to enhance satisfaction.
  • Provided after-sales service, fostering client retention and loyalty.
  • Managed databases, ensuring data integrity and accessibility for improved reporting.

Education

Certified Credit Professional -

Zambia Institute of Banking & Financial Services
07-2026

MBA – Master of Business Administration -

Copperbelt University
01-2026

Bachelor’s Degree - Educational Administration & Management

The University of Zambia
01-2021

Full Grade 12 Certificate -

Kamwala Secondary School
01-2013

Skills

  • Customer service orientation
  • Complaint resolution
  • Problem resolution
  • Transaction management
  • Cross-selling techniques
  • Financial product promotion
  • Customer needs analysis
  • Attention to detail
  • Organizational skills
  • Transaction documentation
  • Microsoft Office Suite
  • Policy adherence
  • Relationship management

Personal Attributes Strengths

  • Collaborative team player with a strong focus on achieving results
  • Excellent organizational and planning abilities
  • High attention to detail and accuracy
  • Strong interpersonal and leadership skills
  • Customer-focused with a solid client service orientation
  • Proficient in analytical thinking and problem-solving
  • Quick to learn and highly adaptable to new environments
  • Skilled in records management and documentation
  • Able to work independently with minimal supervision
  • Highly organized and effective at multitasking
  • Excellent time management and ability to meet tight deadlines
  • Strong verbal and written communication skills
  • Proficient in report writing and delivering presentations
  • Competent in financial and material resource management
  • Technologically proficient; skilled in Microsoft Office, email, and internet applications

Timeline

Customer Care Officer

Access Bank
01.2024 - Current

Bank Teller

Atlas Mara Bank (now Access Bank)
01.2023 - 01.2024

Customer Sales Representative

Zamtel
01.2022 - 01.2023

Sales Executive

Rovert Marketing Zambia
01.2021 - 01.2022

Certified Credit Professional -

Zambia Institute of Banking & Financial Services

MBA – Master of Business Administration -

Copperbelt University

Bachelor’s Degree - Educational Administration & Management

The University of Zambia

Full Grade 12 Certificate -

Kamwala Secondary School
SIMON MUTALE