UDOKA OKOYE
Milton Ontario L*E1H4 Mobile: 416-822-436 Email: *********.*****@*****.***
PROFILE
Experienced Customer Service and Personal Banker professional with proven expertise in customer care/client services (B2B, B2C channels), sales, business development, debt recovery/collections, risk management, credit/loan management and asset management.
SOFT SKILLS
Analytical thinker with an in-depth understanding of the delivery of exceptional customer activities, product knowledge and administrative support
Strong oral, written communications skills with strong knowledge of customer operations quality standards and enjoys engaging in client-focused conversations
Strong organizational skills and ability to work successfully with minimal supervision in a fast paced, high volume environment
Ability to multitask and work closely in a team environment to meet individual and team driven benchmarks
Conscientious, accountable and detail oriented with demonstrated ability to be resourceful and proactive in approach to Partner Problem Resolution and overall position responsibilities
Can quickly learn new systems and applications with interpersonal skills
TECHNICAL SKILL
Product Knowledge
Sales & Customer Service
Credit/Loan Management
Personal/Commercial Banking
Data Analysis/Visualization
MS Excel, Word & PowerPoint
B2B, B2C channels
Portfolio Management
TSYS & Oracle ERP
WORK EXPERIENCE
Customer Contact Centre Associate (OTL Licensed)
The Cooperators Oct 2019 - Date
Adhere to regulatory and compliance requirement with knowledge of competitive market place and trends in products offerings
Helping clients make changes to their policies
Handling payment-related matters
Probe to understand customer need and provide advice related to insurance needs
Act as first line of contact and trusted consultant to cuastomers, and identify opportunities to help customers grow their insurance needs
Ensure customer’s requests are accurately processed and maintain confidentiality of customer information
Making outbound calls to clients who have received targeted marketing materials.
Organize work information to ensure accuracy and completeness and perform adhoc activities as required
Quote and sell auto and property insurance
Follow procedures and underwriting guildlines
Provide general information on plan option to members related to their insurance needs, including health and life.
Business Development/Customer Service Officer Nov 2013 – Sept 2017
Heritage Bank
Generated new business, maintained existing relationship with service vendors, and reactivated dormant accounts via B2B and B2C channels
Introduced Bank’s products and campaigns to affluent customers while ensuring data confidentiality, service quality, and privacy norms via service training strategies and processes
Analysed loan application information and documentation to assess the reliability of adjudicated, condition fulfilment and ensured they are in line with Bank and risk management policy while being effective and efficient.
Monitored customers’ accounts through monthly cash flow activities and compliance reviews, evaluated ongoing portfolio exposure, validated risk ratings, and maintained databases which reduced overdue accounts and risk exposures by over 6% approx. from Q2 to Q4 2016
Professional communication with customers across all media types (via phone, written and email communication and web materials)
Maintained professional contact with existing and potential clients to identify investment opportunities, build stronger relationships and execute operational efficiency
EDUCATION
Master of Business Administration (MBA) – Lagos State University Apr 2013 – Nov 2015
BSc. Accounting Education – University of Benin Apr 2003 – Nov 2007
Master’s Degree and Bachelor of Science Degree qualifications duly assessed and recognized by World Education Services (WES) for Canadian equivalence
AWARDS & RECOGNITION
Awarded Best Performing New Business Executive Heritage Bank for the months of November & December 2015 for exceeding sales target to the tune of ($65,000)
Voted and awarded the best Bank’s product knowledge faclitator 2015