Client Relationship Banking & Sales Advisor

Dubem Egbuonye

Banking Advisor Client Relationship Banking & Sales Calgary, Canada

437-***-**** ************@*****.*** linkedin.com/in/dubemegbuonye-62889722

PROFESSIONAL SUMMARY

Client-focused banking professional with 4 years of experience in relationship management, sales, and customer service within a

hands-on, target-driven environment. Skilled at proactively engaging clients, uncovering everyday banking, credit, and

investment needs, and delivering advice-based solutions that drive sales, retention, and referrals. Strong track record of building

rapport, resolving client problems, and using digital tools to deliver a memorable, education-focused client experience. Digitally

literate across smartphones, tablets, and laptops, with strong personal ethics and a hunger for success. Certified Investment

Funds in Canada (IFIC) holder.

KEY ACHIEVEMENTS

● Consistently met or exceeded sales and referral targets in a hands-on, target-driven banking environment, building new

client relationships and deepening existing ones.

● Grew new client acquisition by 34% through proactive engagement, relationship building, and active participation in

community and networking events.

● Reduced client attrition by 55% through proactive relationship management, timely problem resolution, and structured

client follow-up, earning a regional Best Customer Satisfaction Award.

● Delivered consistently high client satisfaction by actively listening to client needs and providing tailored, advice-based

product and service recommendations.

PROFESSIONAL EXPERIENCE

Relationship Manager — Commercial Banking 2022 – 2024

Stanbic IBTC Bank Lagos, Nigeria

● Proactively engaged with clients to uncover banking needs, providing advice and identifying sales and referral

opportunities across credit, deposit, and cash management products.

● Focused on client education, demonstrating products and digital banking tools to deliver a memorable client

experience, drive sales, and retain business.

● Actively listened to and engaged clients in conversation to understand individual needs, structuring tailored financing

and account solutions.

● Proactively took ownership of resolving and preventing client banking problems, overseeing account monitoring and

ensuring timely issue resolution.

● Cultivated and maintained relationships with internal and external partners to make the most of business opportunities

and referrals.

● Contributed credit applications with strong risk assessment and due diligence, interpreting client financial statements

to support tailored advice.

● Mentored junior colleagues and contributed to a positive, collaborative team environment.

Customer Service Representative 2020 – 2022

Stanbic IBTC Bank Lagos, Nigeria

● Proactively engaged with clients in the branch, responding to client-initiated contact and assisting with a full range of

financial transactions.

● Actively listened to clients to uncover needs, referring them to appropriate banking products, specialists, and services

to support their goals.

● Took ownership of resolving client banking problems and complaints professionally, consistently meeting service-level

targets and contributing to strong customer satisfaction scores.

● Leveraged digital tools and devices to educate clients and deliver an efficient, memorable branch experience.

● Processed account transactions, documentation, and onboarding requests accurately and in line with compliance and

regulatory standards.

● Supported relationship managers with account maintenance and client follow-up, gaining foundational experience in

relationship management that led to promotion.

CORE COMPETENCIES

Client Engagement: Client-First Mindset, Relationship Building, Client Education, Referral Generation, Community Engagement

Sales & Service: Target-Driven Sales, Cross-Selling, Client Retention, Problem Solving, Complaint Resolution

Work Style: Flexibility, Eagerness to Learn, Personal Ethics, Self-Driven, Hunger for Success

Digital & Technical: Digital Literacy, Digital Banking Tools, Multi-Device Proficiency

Licensing & Development: Investment Funds in Canada (IFIC) — Certified, AML/KYC, Regulatory Compliance

EDUCATION

MBA — Technology Innovation & Entrepreneurship Jan 2025 – May 2026

International Business University Essex, Canada

Bachelor of Science — Accounting Graduated 2003

University of Nigeria, Nsukka Nigeria

CERTIFICATIONS & PROFESSIONAL DEVELOPMENT

● Investment Funds in Canada (IFIC) — Certified

● Anti-Money Laundering (AML) & Compliance Certification

● Risk Management & Internal Control — NIB

● Leadership & Team Management — Stanbic Business School

● Negotiation & Conflict Resolution — Stanbic Business School

● Bloomberg Finance Fundamentals

AVAILABILITY & ADDITIONAL INFORMATION

Available to work all open business hours, including evenings and weekends. English — Professional Full Proficiency; strong

verbal and written communication and client presentation skills.

Contact this candidate