
Joan
Relationship Officer
Competenze

Consulta i miei servizi

Esperienza lavorativa
Relationship Officer
Finance Trust Bank Uganda • Full time
Jan 2021 - Mar 2025 • 4 yrs 2 mos
Relationship Officer | Finance Trust Bank Uganda | Feb 2022 - Mar 2025 Managed KYC/AML onboarding for 500+ high-value clients with 98% retention under strict banking compliance (KYC, confidentiality, data protection). Delivered premium Customer Support via email/chat, trained in de-escalation & first-contact resolution for sensitive financial inquiries. Used Zendesk & HubSpot for ticketing, CRM management and retention follow-ups. Provided Virtual Assistance for account opening, document verification and churn reduction. Bank-level trust meets startup speed - now helping US fintech startups onboard faster.