Corporate Finance Analyst

SPECIFIC JOB TITLE

QUALIFICATIONS PROFILE

Detail-oriented, results-driven, and highly organized professional, with extensive experience in finance and banking fields. Adept at employing the highest service quality standards to ensure client objectives are met to ensure the best way to accommodate their needs. Armed with articulate communication and interpersonal capabilities to establish positive work relationships with individuals of diverse backgrounds. Bilingual in English and Twi (Ghana).

CORE COMPETENCIES

Budgeting and Forecasting

Accounting Operations

Goal Setting and Achievement

Community and Public Relations

Workflow Planning and Scheduling

Policy and Procedure Development

Sales and Key Account Management

Strategic Planning and Implementation

PROFESSIONAL EXPERIENCE

JPMorgan Chase, New York, NY

Private Client Banker Oct 2016–Present

Sharing the value of Chase Private Client with clients that may be eligible, while adhering to policies, procedures and regulatory banking requirements

Actively managing client’s portfolio with assets of over $30MM through an advice-based approach and ensuring each client receives the best products, services for his or her needs whether is deposit balances, lending and Investment

Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs

Making lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week

Displays leadership qualities in sales and service. Acts as a peer resource to assist with colleague development. Participates in skill building and coaching sessions.

Made substantial contribution to the branch year over year profitability by 15% and regional peer group rank which increased to 2nd most profitable by bringing in an average of $ 5M each month

JPMorgan Chase, New York, NY

Relationship Banker 2015–2016

Take full responsibility for sales, marketing, promotion, and referral of products using proactive and disciplined approach to generate growth in balances

Foster an outstanding customer experience and support the branch in achieving sales objectives, hence contributing to the success of the firm by contributing $2 million in revenue and retaining key relationship with clients.

Interface with clients personally or through phone to identify their financial needs; provide product and service recommendations; and explain deposit and financial services including annuities and investment of products

Assess client portfolio as well as quarterly client reviews to evaluate progress toward financial goals

Collaborate with loan officers, relationship managers, and financial advisors in providing excellent customer service and building positive relationship with clients

Business Banking Specialist 2014–Present

Engages current and potential business customers to gain an understanding of their unique financial needs and recommends and opens appropriate products and services to meet those needs while delivering a positive customer experience

Evaluate client needs and introduce them to appropriate product specialists, including merchant services and relationship manager partners, to provide them outstanding customer service

Handle account that consists of small businesses with annual revenues of up to $100K and render them comprehensive financial solutions

Perform business prospecting and acquire business of potential customers, thus growing premier business customers

Personal Banker & TELLER 2011–2015

Provided assistance to customers by assessing their financial needs and recommending suitable financial solutions

Ensured top-notch customer service by communicating with clients and effectively handling teller transactions during peak service times, as necessary

Worked collaboratively with branch team and specialist including loan officers, relationship managers, and financial advisors in referring clients to experts offering specialized financial needs

Carried out multiple responsibilities including processing cashier’s checks, personal money orders, travelers checks issuance, foreign currency exchange, and cash withdrawals

EDUCATION

Bachelor of Arts in International Business and World Trade, 2011

University at Buffalo, The State University of New York, Buffalo, NY

Associate of Applied Science in Business Administration, 2009

Morrisville State College, The State University of New York, Morrisville, NY

CREDENTIALS

Life and Health Variable Insurance, State of New York

Financial Industry Regulatory Authority (FINRA) Series 6 Series 63

TECHNICAL ACUMEN

Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook) ~ Adobe Photoshop

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