Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Adeoti Omozuwa

Brandon,Manitoba

Summary

Dedicated financial professional with 15+ years of experience in diverse financial roles. Specialize in budget management, team leadership, compliance, and customer relationship management. Committed to continuous professional development and driven by core values of respect, accountability, and excellence.

Overview

20
20
years of professional experience

Work History

Financial Advisor

Ecobank Nigeria Limited
02.2017 - 04.2024
  • By asking thoughtful financial questions, engage with customers and create positive experiences to retain and deepen relationships
  • Play a key role in advising customers of high-level financial solutions from a range of available investment and credit banking solutions
  • Increase customer financial confidence by providing personalized financial advice, answering customers’ questions, and addressing their concerns, raising matters as appropriate to team members or partners while maintaining confidentiality and accuracy
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs
  • Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing, and sourcing overseas partners
  • Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs
  • Helped client plan for and fund retirements using mutual funds and other options to manage, customize, and diversified portfolio
  • Identify opportunities to educate customers and cross-sell or upsell the banks products or services to existing clients based on their financial goals.

Financial Operations Specialist

Ecobank Nigeria Limited
10.2009 - 01.2017
  • Achieved 100% Accuracy in Customer Transaction Processing across various channels
  • Spearheaded the development and deployment of the RTGS automation project, resulting in a 76% increase in transaction processing efficiency
  • Maintained strict adherence to SWIFT ISO 20022 standards, ensuring 100% compliance with local industry and international financial regulations
  • Reviewed proofs, reconciliation reports, and audit comments, maintaining a 100% accuracy rate in reconciliation
  • Ensured daily reconciliation of all NOSTRO accounts with a 83% reduction in pending items
  • Facilitated Staff Training and Development, utilizing available training opportunities, resulting in a 50% increase in staff competency
  • Efficient Conduct of Unit Meetings and Training Programs with a 100% increase in attendance and participation
  • Attended meetings on behalf of the unit and bank, contributing to strategic discussions and decision-making
  • Worked with regulatory bodies on transactions processed by the unit, achieving a 100% compliance rate with regulatory requirements
  • Identified improvement changes and completed several continuous improvement automation projects, resulting in a 93% increase in overall team efficiency and saving 16 hours per week in staff hours
  • Oversaw clearing operations, achieving a 100% reduction in exceptions, and ensuring accurate processing of inward and outward clearing instruments
  • Led process discovery and redesign sessions, documenting 'as-is' and 'to-be' processes, resulting in an increase in process efficiency
  • Communicated organizational and process requirements, developed Business Requirement Specification documentation, and ensured stakeholder alignment with an increase in stakeholder satisfaction
  • Documented and updated SOMs for all departments and products, ensuring alignment with policy changes and automation, resulting in reduction in procedural errors
  • Coordinated daily branch operations, authorized transactions, ensured quality customer service, and assisted in branch training, resulting in a 91% increase in branch efficiency and customer satisfaction
  • Supervised GL reconciliation, trained branches in reconciliation processes, and conducted cash and teller function training across the bank, resulting in decrease in reconciliation errors and an increase in staff competency
  • Acted as a backup to department heads, assisted in various operational tasks, and attended to other assigned responsibilities, contributing to overall departmental effectiveness, and achieving a reduction in task completion time.

Customer Service Advisor

Ecobank Nigeria Limited
08.2006 - 09.2009
  • Enhanced customers' banking experiences with the bank by ensuring that all requests and inquiries are promptly handled, and all challenges are resolved within the service level agreement
  • Identified and mitigated all business risks inherent in the bank's relationship with any existing, new, and/or prospective customers in accordance with any local or international regulatory requirement
  • All audit and security procedures, bank policies, and federal regulations were followed, and work was completed on time
  • Spearheaded customer relationships, and risk assets, and drove the sale of deposit, investment, credit, and loan products and services, resulting in a 68% increase in profitability
  • Developed excellent interpersonal relationships with customers of the bank
  • Coached new and existing team members in critical competencies
  • Implemented and reconciled each of the department's various suspense accounts to ensure 100% compliance and an annual audit rating of satisfactory.

Customer Service Advisor

All States Trust Bank
04.2004 - 07.2006
  • Maintained an average customer satisfaction rating of 95% based on post-interaction surveys
  • Addressed customer inquiries and complaints with a 90% reduction in average resolution time compared to previous periods
  • Successfully cross-sold additional products or services to existing customers, resulting in a 25% increase in product uptake
  • Managed high call volumes efficiently, maintaining an average call handling time of 3 minutes while ensuring quality service
  • Ensured compliance with banking regulations and internal policies during customer interactions, achieving a 100% compliance rate
  • Collaborated with team members to achieve collective goals and objectives, receiving recognition for teamwork, and contributing to achieving team targets with a 20% increase in team efficiency.

Education

Investment Funds in Canada -

Canadian Securities institute
01.2024

Bachelor of Science - Accounting

University of Ado-Ekiti
Ado-Ekiti,Nigeria
06-2002

Association of Chartered Certified Accountants - Level 3 -

Skills

  • Analytical skills
  • Microsoft office proficiency
  • Financial Advisory
  • Relationship Management
  • Customer Service Management
  • Market & Industry Knowledge
  • Collaboration & Networking
  • Business Growth
  • Credit Booking
  • Performance Management
  • Advanced excel knowledge and experience
  • Organisational skills
  • Transferable Skills
  • Regulatory knowledge and problem-solving skills
  • Teamwork and collaboration
  • Outstanding verbal and written communication abilities
  • Excellent management of people, customers, and teams
  • Leadership capabilities
  • Banking
  • Reporting
  • Relationship building and management

References

Available on demand

Timeline

Financial Advisor

Ecobank Nigeria Limited
02.2017 - 04.2024

Financial Operations Specialist

Ecobank Nigeria Limited
10.2009 - 01.2017

Customer Service Advisor

Ecobank Nigeria Limited
08.2006 - 09.2009

Customer Service Advisor

All States Trust Bank
04.2004 - 07.2006

Investment Funds in Canada -

Canadian Securities institute

Bachelor of Science - Accounting

University of Ado-Ekiti

Association of Chartered Certified Accountants - Level 3 -

Similar Profiles

CREATE PROFILE
Adeoti Omozuwa