Frema Sefa Boakye
Edmonton,AB
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Overview
6
6
years of professional experience
Work History
Personal Banker
BMO
11.2023 - Current
- Fostered strong client relationships through personalized banking solutions and financial advice.
- Conducted comprehensive financial needs assessments to identify suitable products and services.
Scheduling Supervisor
CBI Health
06.2022 - 12.2024
- Supervised daily operations, ensuring adherence to policies and procedures.
- Trained and mentored staff, enhancing team performance and service quality.
Financial Services Representative
CIBC
08.2021 - 08.2022
- Cultivated strong client relationships by providing tailored financial advice and solutions.
- Streamlined account management processes to enhance customer service and operational efficiency.
Customer Service Representative
Scotiabank
07.2019 - 08.2020
- Helped customers in bank operations, including opening business and personal accounts, accessing safe deposits, ATM operations and reconciled cash and checks against computer records at the end of shift.
Education
Bachelor of Commerce - Accounting
MacEwan University
Business Economics
University of Alberta
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Athabasca University
Skills
- Client relationship management
- Financial product sales and service
- Customer service and relations
- Analytical and problem-solving skills
- Strong communication and interpersonal skills
- Attention to detail and organizational skills
- Ability to work with financial data and software
Languages
English
Native or Bilingual
Timeline
Personal Banker
BMO
11.2023 - Current
Scheduling Supervisor
CBI Health
06.2022 - 12.2024
Financial Services Representative
CIBC
08.2021 - 08.2022
Customer Service Representative
Scotiabank
07.2019 - 08.2020
Business Economics
University of Alberta
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Athabasca University
Bachelor of Commerce - Accounting
MacEwan University