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Sales, Customer service, Relationship Management Credit Managem

Location:
Saint John, NB, Canada
Posted:
April 04, 2021

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Resume:

OLAFUNKE ADEWUYI

Saint John, New Brunswick 506-***-****- 506-***-**** adle8z@r.postjobfree.com

CSC MBA BSC

CAREER PROFILE

** **** *****’ experience in Customer Service, Financial Advisory, Sales and Business Development, Credit Analysis, and Relationship Management. Results oriented interface with customers in different environments (in-person, via zoom, Microsoft team and over the phone and via email)

CORE COMPETENCIES

Strong Communication (Verbal & Written) and Interpersonal skills Relationship Management Progress Reporting Sound knowledge of advanced investment *Creative and Innovative Proficiency in software tools including MS Office, and internet application* Detail Oriented and Problem-Solving Skills Ability to work under pressure Positive demeanor and team spirit disposition Excellent organization and time management skills

PROFESSIONAL EXPERIENCE

Insurance Advisor (Call Centre Representative}

Nov 2020 – till date

TD INSURANCE DIRECT AGENCY INC,

Respond and resolve customers’ concerns using standard procedures and escalating non-standard activities, as necessary Communicated via telephone mail and or/chat with existing customer

Responsible for achieving sales, quotes and call targets.

Cross sell a variety of products at every opportunity

Ensured quality and productivity objectives are met.

Delivered Legendary service to insurance clients.

Promoted company features and benefits as part of ongoing portfolio reviews

Promoted client loyalty through attention to detail and relationship-building.

Handled customers queries in a timely and professional manner and offered customized solutions.

Branch Manager

June 2014 – August 2020

Zenith Bank Plc, Lagos Nigeria

Respond and resolve customers’ concerns using standard procedures and escalating non-standard activities, as necessary

Played a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions

Engaged with customers and created positive experience to retain and deepen relationships through asking thoughtful and impactful financial questions.

Increased customers financial confidence by providing personalized financial advises

Maintained professional space in common areas as per marketing and regulatory guidelines

Liaised personally with customers to advise them appropriately and clearly on banking solutions and processes

Assisted the team by respecting coworkers, staying dedicated, and keeping everyone up-to-date on the status of routine activities

Delivered quality customer experiences and recommend operational improvements where opportunity exists to improve and achieve operational excellence

Engaged stakeholders and clients to understand and document requirement Gave information about the product or service to existing customers and prospects

Demonstrated a strong customer service orientation and took responsibility to ensure customers are satisfied

Participated in branch and Zonal trainings.

Maintained received information properly in the system Championed a customer focused culture to deepen existing relationships and generated new businesses to the bank by leveraging on the bank’s Goodwill and reputation,

Managed cash flow and other daily assets, guaranteeing liabilities are met and no losses incurred.

Routinely examined processes and procedures, including banking operations, credit management, monthly expenditures and expenditure controls, and system failure points, to identify inefficiencies and create strategies for improvement.

Uphold compliance with Nigerian and International Regulations (Central Bank and Nigerian Deposit Insurance Company.

Understood business change needs, conducted change requests, change readiness plans, organizational change strategies and assessed the impact of those changes.

Assist Project Manager/team in development of resource plans, risk management plans, change control plans, communication plans, testing plans, training plans, and others.

Directed and assisted Client Solutions Analysts in the evaluation of all information received and reporting deficiencies or any negative findings to senior management and final risk rating assessment

Ensured compliance with the Bank’s Anti-Money Laundering program, Know Your Customer requirements and Guidelines for Business Conduct, by reporting any unusual occurrences or fraudulent activities as per established procedures

Worked closely with architects, business representatives, and technical analysts to investigate capabilities of solutions and contribute to development of business/technical specifications or plans.

Performed analysis to determine how the execution of activities compared to the original plans and measures.

Stayed knowledgeable about emerging issues, evolving regulations and industry codes of conduct as well as participated in process improvement opportunities to protect the interest of the organization.

Strived to achieve and improve service level agreements and productivity targets

Ensured are prepared consistently with relevant regulations and in a way properly reflecting business intension.

Participated well as team member, help build a positive and diverse work environment, willingly assisted and mentored others in the completion of work activities, and addressed communication issues effectively.

Customer Service and Relationship Manager June 2001 – June 2014

Zenith Bank Plc, Lagos Nigeria

Informed clients about products and identified opportunities for cross selling and referral to other business lines within the bank.

Established and maintained strong business relations with all customers.

Acted as a point of contact for frontline staff in handling customer problems.

Provided technical expertise for proactive credit analysis, structuring, pricing and overall transaction assessment within the assigned portfolio

Provided insights on the accuracy and consistency of decisions relative to risk strategies, policies, and appetite, identifies deficiencies and recommended corrective action plans

Made credit and pricing decisions in accordance with sound credit granting principles in compliance with Bank policies and procedures

Identified Prospective customers and/or refers customers with personal Banking and/or more complex needs to appropriate channels

Understands the local market and proactively develops relationships with centers of influence

Developed internal and external net-works and referral sources to ensure ongoing growth of the Bank’s business

Developed and maintained long term, profitable relationship and expands organization’s wallet share within the assigned portfolio

Broke down strategics problems, and analyses data and information to provide insights and recommendations.

Acted as an Ambassador by providing customer service to clients by way of answering questions and aiding as needed.

Worked closely with existing and prospective customers to provide financial reviews, discuss portfolio updates and suggest additional personalized solutions based on their financial goals

Monitored and tracked performance and addressed all issues

Developed risk profiles, credit structuring of lending proposals, and completes credit investigations

Maintained the confidentiality of customer and Bank information in compliance with Bank policies and procedures

Handled customers queries in a timely and professional manner and offered customized solutions.

Fulfilled all sales goals such as deposits and liabilities sourcing, mobilization, growth and processed transactions with high accuracy.

Responsible for monthly/weekly activity report computation.

Proactively demonstrated lobby leadership in the customer lounge, areas of the branch with the goal to deliver an enhanced customer experience and create a positive “First Impression’” by greeting and engaging customers in a range of sales, service and informational conversations.

EDUCATION

Bachelor’s Degree in Economics

2000

University of Ado-Ekiti, Ado-Ekiti, Ekiti State, Nigeria

(Canadian equivalent obtained from WES, ECA)

Masters of Business Administration

2004

University of Ilorin, Ilorin, Ilorin, Kwara State, Nigeria

(Canadian equivalent obtained from WES, ECA)

Canadian Securities Course-Completed

2020

References available on request



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