Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Custom
References
Timeline
Generic

Chime Felix

Brantford,ON

Summary

Dynamic Relationship Manager with established success at Union Bank Nigeria Plc, specializing in customer service and financial analysis.

Overview

5
5
years of professional experience

Work History

Relationship Manager

Union Bank Nigeria Plc
Aba, Abia State
01.2021 - 10.2023
  • Provided tailored financial advice to meet individual client needs and goals.
  • Conducted regular account reviews to assess client needs and service effectiveness.
  • Educated clients on banking products, services, and digital platforms available.
  • Developed strategies for enhancing customer loyalty and retention initiatives.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Developed strategies to attract new customers while retaining existing ones.
  • Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Generated reports regarding customer interactions, performance metrics, and revenue goals.
  • Analyzed market trends and identified potential new customers through research activities.
  • Provided training sessions for colleagues on best practices.
  • Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
  • Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
  • Resolved client issues and complaints promptly, maintaining trust and loyalty.
  • Negotiated terms and conditions of client contracts to ensure mutual satisfaction.
  • Developed and executed strategies for customer retention and acquisition.

Cluster Head

Union Bank Nigeria Plc
Aba, Abia State
04.2020 - 01.2021
  • Led team meetings to align project goals and improve communication.
  • Coordinated cross-functional projects to streamline processes and workflows.
  • Analyzed data trends to identify areas for improvement in service delivery.
  • Oversaw scheduling of tasks to ensure timely project completion and efficiency.
  • Worked closely with senior management to provide timely updates on key performance indicators.
  • Conducted regular meetings with team members to review progress and identify areas for improvement.
  • Analyzed data from multiple sources to identify key trends, insights, and opportunities for improvement within the cluster.
  • Monitored sales performance and market trends, providing strategic direction for growth opportunities.
  • Provided leadership in developing staff capabilities through coaching, mentoring, training, and development programs.
  • Identified potential risks associated with operations within the cluster, working closely with stakeholders to mitigate them.
  • Collaborated closely with other clusters in order to share resources or leverage synergies where appropriate.
  • Served as a point of contact between customers and clients and internal personnel in resolving issues or complaints quickly.

Relationship Manager

Union Bank Nigeria Plc
Aba, Abia State
01.2019 - 12.2020
  • Managed client relationships to ensure satisfaction with banking services.
  • Facilitated communication between clients and internal departments for issue resolution.
  • Provided tailored financial advice to meet individual client needs and goals.
  • Collaborated with sales teams to identify opportunities for new business growth.
  • Conducted regular account reviews to assess client needs and service effectiveness.
  • Educated clients on banking products, services, and digital platforms available.
  • Developed strategies for enhancing customer loyalty and retention initiatives.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Developed strategies to attract new customers while retaining existing ones.
  • Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Generated reports regarding customer interactions, performance metrics, and revenue goals.

Education

Ontario College Graduate Certificate - Global Hospitality Management

Conestoga College Institute of Technology And Advanced Learning
Kitchener, None
01-2025

Ontario College Graduate Certificate - Global Business Management

Conestoga College Institute of Technology And Advanced Learning
Kitchener, None
01-2024

Skills

  • Customer service
  • Financial analysis
  • Market research
  • Relationship management
  • Effective communication
  • Team leadership
  • Risk assessment
  • Product recommendations
  • Overcoming objections
  • Sales proficiency
  • Qualifying customers
  • Regulatory compliance
  • Strategic selling
  • Customer portfolio management
  • Written and verbal communication
  • Service assistance
  • Customer relationships
  • Banking
  • Investment and wealth planning
  • Deadline management
  • Value selling
  • Cash handling
  • Risk management
  • Business relationship cultivation
  • Public speaking
  • Referral screening
  • Financial advising
  • Product knowledge
  • Loans
  • Credit history review
  • Customer relationship management
  • Sales reporting
  • Time management

Accomplishments

  • Q2 Top Performing Relationship Manager On New To Bank Customers Account Acquisition, July 2018
  • Q1 Top Performing Relationship Manager On Dormancy and Attrition Reduction, April 2018.

Languages

English
Professional

Custom

Nigerian Institutes of Bankers

References

References available upon request.

Timeline

Relationship Manager

Union Bank Nigeria Plc
01.2021 - 10.2023

Cluster Head

Union Bank Nigeria Plc
04.2020 - 01.2021

Relationship Manager

Union Bank Nigeria Plc
01.2019 - 12.2020

Ontario College Graduate Certificate - Global Hospitality Management

Conestoga College Institute of Technology And Advanced Learning

Ontario College Graduate Certificate - Global Business Management

Conestoga College Institute of Technology And Advanced Learning

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Chime Felix