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Client Experience Financial Institutions

Location:
Wesley Chapel, FL
Posted:
December 23, 2023

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Resume:

Irene Sele Jok

**** ****** ***** ****

Wesley Chapel, FL.

Tel: 863-***-****

E-mail: ad16rg@r.postjobfree.com

Summary

Help shape the future of service by modernizing the client experience through an elevated standard of care. Assists with the development and growth of business through engaging and utilizing the full capabilities of the firm. This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients.

Examined the books and affairs of deposit taking financial institutions to determine their safety and soundness by conducting supervisory activities through regular on – site inspections.

Experience

Morgan Stanley, Temple Terrace, Fl, US. August 2023 - Date

Cultivate and enhance new and existing client relationships through active communication with clients, processing client requests, resolving inquiries, providing guidance, and making sure key information and documentation remains current.

Identify and assist with Firm services and solutions that support clients’ needs including banking products and services and secure, digital offerings like Morgan Stanley Online and Morgan Stanley Mobile

Confirm authorization and authenticate client when processing requests.

Onboard and maintain client accounts, including collecting client information and required documentation, processing money movement transactions as an example.

Review and take appropriate action on client account alerts.

Muma College of Business, University of South Florida. August 2022 – December 2023

• Grading students course work, conducting revision and Exam review, reporting academic integrity, email protocol with 24-hour response time, editing academic write ups and commenting on student submissions.

Nigeria Deposit Insurance Corporation 7th March 2011 - Jan 2022.

• Successfully led the liquidation of several banks in Nigeria including Fortis Microfinance bank and Integrated Micro finance bank.

• Produced monthly and quarterly reporting template of Micro finance banks.

• Designed a Work from Home policy guide for the Deposit Insurance Corporation.

• Recommended the closure of distressed Banks that could threaten the stability of the financial system e.g., Hedgeworth Microfinance Bank.

• Collaborated with the Central Bank of Nigeria (CBN) to develop the framework for Risk Based Supervision of Banks, which is mandatory for all banks in Nigeria. This process of supervision has improved overall bank performance by 50%.

• Delivering Lectures and publicizing the activities of Deposit Insurance to students of tertiary institutions.

• Contribute to the Central Bank of Nigeria in making policies e.g., Licensing requirement of Banks.

• Delivered intensive training for new Examiners on Risk Management, Dead Capital, Leadership and Organizational culture.

Education

2022 - 2023 MBA at University of South Florida

2007 - 2008 MSc International Business, University of Hertfordshire, UK.

2001 – 2006 BSc Business Management (Marketing) University of Maiduguri, Nigeria.

Skills

Strategic thinking and manages complex problems.

Ability to persuade senior stakeholders.

Problem solving and sound judgmental skills

Ability to multitask and assimilate new information fast.

Sound analysis of financial documents, report writing and Presentation skills.

Time management and organizational skills.



Contact this candidate