Senior Client Relations & Operations Leader

Emmanuel Achufusi

832-***-**** ************@*****.***

SUMMARY

A highly qualified, respected, dedicated, and result-driven professional with a consistent record of success in process optimization and improvement through risk management processes and enhanced initiatives. Adept in building and nurturing relationships with clients, peers, and internal business partners.

EDUCATION

Enugu State University of Science & Technology ENUGU, Nigeria

Bachelor of Engineering in Electrical & Electronic Engineering

PROFESSIONAL EXPERIENCE

Retail Investment Specialist, T. Rowe Price Owings Mills, MD October 2022 – Present

• Use company resources to position effective solutions for shareholder concerns and problems, utilizing a one-call resolution model

• Instill confidence in shareholders by giving accurate information and providing follow-up when necessary

• Provide exceptional customer service to assist shareholders with general service needs

Processing RMDs

. Purchases and Exchanges

Stopping and reissuing uncashed checks

Helping clients navigate online

Process Roth Conversions, Recharacterization, and QCDs via Docusign

Business Dev Mgr., Atosk Health Care Services Baltimore, MD March 2019 – 2022

• Delivering detailed feedback and reports to the CEO in line with the Company’s Policy

• Developed & Submitted Business Proposals, Led Team to pursue Opportunities, and managed captured Efforts

• Client Relationship Management and Retainership

• Scheduling shifts, Resolving Problems to meet performance Standards and Financial Objectives

Relationship & Portfolio Mgr., M&T Bank Baltimore, MD May 2017 – March 2019

• Organized Meetings with Prospective & new clients to pitch the latest Products and provide regulatory Updates

Managed a portfolio of about 250 legacy bank customers

Account maintenance, Account opening

Mobile banking activation

Loan booking

Business Dev Mgr., AppZone Group Nigeria Limited Nigeria June 2010 – May 2016

• Analyzed Client requirements during formal and informal interactions

• Identified prospective Clients for sign-up

• Responsible for cold & warm calling, assessing client needs, and identifying solutions

• Managed Account Relationships, Sales, Billing, and Logistics

• PowerPoint Presentations to Boards of Micro Finance Banks

• Influenced stakeholders to support the company’s projects

Funds Transfer Officer, Sterling Bank PLC Calabar, Nigeria October 2007 – June 2010

• Received and processed customer payments

• Monthly and yearly reconciliation of accounts

• Loan bookings

• Supervised tellers and head teller

Relationship Banker, Intercontinental Bank PLC Enugu, Nigeria March 2003 – August 2007

• Solidified private and public sector deals by creating an engaging environment focused on client relations

• Provided exceptional customer service by determining and meeting customers’ unique needs and promoting bank products

• Utilized effective communication and teamwork skills while working to exceed expectations

SKILLS

• Microsoft Office Suite

• Salesforce, DST

• TA HUB

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