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Expert in financial analysis, planning and investment & risk

Location:
Houston, Texas, United States
Posted:
September 14, 2018

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Resume:

PROFESSIONAL SUMMARY

SKILLS

EXPERIENCE

UCHENNA GLADYS NWANEGBO

***** ******* ******, ******, ** 77338 •H: 832-***-**** •ac61yv@r.postjobfree.com Dedicated Financial Professional with 11+ years of experience combining management and customer service expertise in Banking and Finance, managing risk, performing due diligence, and handling time-sensitive, complex transactions. Building profitable and lasting relationships. A team player. Critical Thinking Social Perceptiveness

Judgment and Decision Making Financial analysis and planning Operations Risk management Client focused

Extremely Organised Energetic and Proactive

RetailPresent Banker 04/2018 -

Woodforest National Bank - Humble, Texas

Establish new customer accounts including checking, savings and lines of credit Advise customers on details of financial plan and strategies. Inform customers of procedures for applying for services such as ATM cards, direct deposit of checks, and certificates of deposit. Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.

Process loan applications.

Interview customers to obtain information needed for opening accounts or renting safe-deposit boxes.

Research and resolve customer issues on personal savings, checking and lines of credit.

Obtain credit records from reporting agencies.

Execute wire transfers of funds.

Investigate and correct errors upon customers' request, according to customer and bank records.

Deliver prompt, accurate and excellent customer service. Head- Fund Transfer Unit 07/2012 - 09/2017

Zenith Bank Plc - Lagos. Nigeria

Collected and deposited money into accounts, disbursed funds from cash accounts to pay bills or invoices, kept records of collections and disbursements, and ensure accounts are balanced.

Treasury booking, rollovers and disbursements

Local/ International wire transfers and government duty payments Created, maintained, and entered information into databases. Set up and managed paper or electronic filing systems, recorded information, updated paperwork, and maintained documents, such as attendance records, correspondence, or other material.

Operated office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions. Completed forms in accordance with company procedures. Maintained scheduling and event calendars.

Made copies of correspondence or other printed material. Locate and attached appropriate files to incoming correspondence requiring replies.

Operated electronic mail systems and coordinate the flow of information, internally or with other organizations.

Composed, typed, and distributed meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports. Opened, read, route, and distributed incoming mail or other materials and answer routine letters.

Developed or maintain internal or external company Web sites. Prepared and mail checks.

Prepared daily, weekly and monthly situational report. Obtained documents, clearance, certificate and approval from local, state and federal agencies.

Organised training for new team members/ISO compliance officer. Reviewed weekly policies and procedures awareness. Head Teller 11/2009 - 07/2012

Zenith Bank Plc - Lagos. Nigeria

Operated cash register for cash, check and credit cards transactions with accuracy.

Supervised executed customers transactions, including deposits, withdrawals, money orders and checks.

Coordinated daily cash reconciliation and vault balancing Supplied tellers with currency as needed.

Processed treasury Tax and loan payments

Computed figures such as balances, totals, or commissions. Maintained records pertaining to inventory, personnel, orders, supplies, or machine maintenance.

Researched, compiled, and prepared reports, manuals, correspondence, or other information required by management or governmental agencies. Coordinated activities with other supervisory personnel or with other work units or departments.

Consult with managers or other personnel to resolve problems in areas such as equipment performance, output quality, or work schedules. Developed work schedules according to budgets and workloads. Arranged for necessary maintenance or repair work. Developed or update procedures, policies, or standards. Prepared and issue work schedules, deadlines, and duty assignments for office or administrative staff.

Trained or instruct employees in job duties or company policies or arrange for training to be provided.

Implemented corporate or departmental policies, procedures, and service standards in conjunction with management.

Trained new employees on cash drawer operations.

Marketing/Relationship Officer 12/2006 - 11/2009

Zenith Bank Plc - Lagos. Nigeria

Resolved customer complaints regarding sales and service. Assessed marketing potential of new and existing customers analysed risks and suggested appropriate solutions.

Determined customers' financial services needs and prepare proposals to sell services that address these needs.

Contacted prospective customers to present information and explain available services.

Sold services such as trusts, investments, or check processing services. Prepared forms or agreements to complete sales.

Developed prospects from current commercial customers, referral leads, or sales or trade meetings.

Reviewed business trends to advise customers regarding expected fluctuations.

EDUCATION

Made presentations on financial services to groups to attract new clients. Evaluated costs and revenue of agreements to determine continued profitability.

Bachelor of Arts: Theatre and Communication Arts 2001 University Of Benin - Benin City. Nigeria, EDO

Member, Rotary Club.



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