Personal Banker

EDUCATION

Syracuse University Syracuse, New York

B.A. Economics, Policy Studies Minor May 2019

GPA: 3.395/4.0

INTRODUCTION

A motivated and driven individual currently in the banking industry with relevant coursework in Microeconomic & Macroeconomic Theory, Econometrics, Statistics, Decision tools for Management, Money & Banking, International Trade Theory, Non-Profit & Government Agencies. Actively seeking a challenging position in the Business industry, where further professional growth can be accomplished in a productive and progressive environment.

PROFESSIONAL EXPERIENCE

Chase Bank Atlanta, Georgia

Personal Banker February 2020-

●Proactively help clients manage their money in order to balance their rates of risk and return

●Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer.

●Worked closely with management to strategize sales techniques to increase branch production and customer service

●Maximized on sales behaviors to increase individual consumer, business, and lending goals.

●Actively contact and advise clients on decisions with recommendations to help them achieve financial success.

●Developed understanding of confidentiality regulations and how to implement them.

●Proficient in computer programs related to banking services

Energy Systems and Sustainability Management SU Syracuse, New York

Intern February 2019 - April 2019

●Assisted Syracuse University with the process of promoting updated sustainability practices for SU’s Climate Action Plan with further concentration on EV usage on campus

●Collaborated on updating and creating policies for the university’s energy and sustainability department

●Learned and looked into current SU sustainability practices to pinpoint areas of possible improvements

●Constructed the outline and research for the upcoming EV charging station and maintenance policy

MAS 362, Decision Tools for Management September 2017

Team project on helping a client understand the most effective way to stock customer preferred wines to increase sales

Manipulated various data components using Minitab to analyze correlations between elements of wine and preference

Analysis on designed models to understand how to make use of interpretations of data into meaningful information.

Argentil Capital Partners Lagos, Nigeria

Intern July 2017 - August 2017

●Analysis on topical issues of financial and housing markets and oil and gas regulations in West Africa

●Collaborative work on determining which client projects the firm should undertake to maximize profits

●Created business case scenarios for the requirements and execution of potential projects to establish profitability

●Investigated different factors affecting real estate business and the Oil & Gas value chains in West Africa

●Assisted in identifying opportunities for investment in the real estate sector in Nigeria

●Research from assigned tasks utilized to predict the future value of the firm’s investment portfolios

●Studied and created a project presentation on investment appraisals and its various techniques

●Used knowledge acquired from project to learn how to make decisions on profitable investments

LEADERSHIP ACTIVITIES

National Society of Black Engineers Amherst, Massachusetts

Project Team September 2015 - September 2017

●Executed preparations of club activities of Boys & Girls Club volunteering, organizing potlucks, etc

●Allocated the timing and venues of the organisation’s campus events

●Successfully increase campus awareness by leading events not limited to, Sales, General Body mixers and Charity donation drives

Young Philanthropist Foundation Lagos, Nigeria

Co-organizer December 2015

●Monitored and executed preparations for the fundraiser fashion show and clothes drive

●Led team that secured corporate sponsorships which raised $8000 in 10 weeks for 5 local orphanages

TECHNICAL SKILLS

MS Word, Excel, PowerPoint, Minitab, Pivot Tables, Visio, SQL, Vlookups, Trello, Payment Processing.

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