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Financial Professional

Location:
Edmonton, AB, Canada
Posted:
July 11, 2015

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Resume:

ADELEKE OLANREWAJU

*** ****** **** **, ******** AB. T5Y 0Z9

Cell: 780-***-**** acqo3z@r.postjobfree.com

Qualifications

An accounting and finance professional with over 5+ years of team leading and managerial experience with the focus on retail and commercial banking, sales and customer services experience, private accounting practice and administrative support experience.

Working towards to obtain my professional designation as a Chartered Professional Accountant (CPA), having had my mutual fund licence certification and bachelor Joint Honour’s degree in Accounting and Finance.

Intermediate to advance user of Microsoft office such as Words, Excel, PowerPoints and Outlooks. Proficient in Simply Accounting and QuickBooks Premier, Banking software such as BASIS, WAPP and ICBS.

Accomplishment

Achieved sales target in every quarter and increased the revenue by over $3 million in deposit and built over $2 million in mortgage pipeline which led to the success of the region as one of the best in the country.

Lead, motivate and manage a team of 16 to 22 in delivering unequivocal excellent customer services which led to the best satisfactory rating in customer experience.

Professional Experience

Personal Banking Representative Oct. 2012 to Jun. 2014

Canadian Imperial Bank of Commerce (PCF) Edmonton AB. Canada

•Achieved sales performance and exceeded client’s expectations in alignment with business unit goals.

•Developed new business relationship, promote mortgage loan activity, and support referral of insurance and investment opportunities.

•Lead, supervise and communicate effectively with the team members to ensure positive and clear understanding of sales and operational goals.

•Represented the bank in a manner that maintained and expand positive relations with the client.

•Researched and resolved clients complaint, acting as the client liaison between other banks, cross-sell financial products and services based on client needs.

•Evaluated client requests for service charges and processed necessary paperwork to refund client charges as necessary.

•Maintained the highest level of confidentiality with all information obtained, advised client on investment decision whilst strengthened and deepened the relationship.

•Processed and approved client mortgage application.

•Identified and resolved complaints, influenced to achieve a solution which is mutually satisfactory to the clients.

•Managed and adhered to pavilion compliance through CIBC risk management, governance, control and policy.

Junior Staff Accountant Jul. 2011 to Jun. 2012

Aladora Accounting Services Nottingham, United Kingdom

•Prepared tax computations and returns.

•Assisted in preparing budgets and forecasts.

•Assisted in tracking financial status by monitoring variances from plan.

•Determined financial status by comparing and analysing plans and forecast with actual results.

•Reconciled transaction by comparing and correcting data.

•Administered accounts receivable and accounts payable.

•Assisted in improving financial status by analysing results and variances; identified trends and recommended actions.

•Assisted in preparing plans of actions for investment based on financial analyses.

•Monitored and resolved bank issues including fee anomalies and check differences.

•Assisted with implementing and maintaining internal financial controls and procedures.

•Assisted with preparation and coordination of the audit process.

•Reviewed and processed expense report.

•Assisted with monthly closings and preparation of monthly financial statements.

•Prepared analysis of accounts as requested.

Team Leader (Sales Associate & Customer Services) Mar. 2007 to Sept. 2010

National Car Park Limited Nottingham, United Kingdom

•Responsible for managing a trading department and its team to deliver an operating plan to meet or exceed target through the effective leadership.

•Developed and deployed trading team, planned and executed project, co-ordinate team to achieve target within the deadline.

•Processed card payment and overdue accounts.

•Analysed data for performance measurement.

•Consistently assessed and leveraged the strengths and skills of team members to best achieve results.

•Organised holidays and training for team member.

•Responded to customers inquiries; maintained customer relations and resolved conflicts.

•Managed receivables and payables account.

•Allocated tasks to team member and ensured that the performance of the staff is of a high standard.

•Reported to management; discussed and resolved problems within the team.

•Excellent customer services, coached and trained team member to improve productivity and efficiency, ensured best practice in terms of health and safety and risk management.

•Audited of company assets and fleet management.

Administrative Officer Oct. 2005 to Feb. 2007

De-Divine IT Limited London, United Kingdom

Executive Trainee (Commercial Banking Group) Aug. 2003 to Jul. 2005

Guaranty Trust Bank PLC Lagos, Nigeria

Education

Chartered Professional Accountant (CPA) In-view

Academy of Learning June 2014

Simply Accounting (SAGE 50 Premium 2013) Edmonton AB. Canada

QuickBooks Premier

Mutual Funds Certification Mar. 2013

Investment Funds Institute of Canada Edmonton AB. Canada

University of Derby 2008 - 2011

B.A (Hon.) Accounting & Finance Derby, United Kingdom

Interest

I am a confident user of meta-trader platform 4, interested in financial market, evaluating, analysing, formula 1 sport, football game, travelling and love playing with numbers.



Contact this candidate