Funmi Ogunsaju
Summary
Dynamic and attentive banking professional with 3+ years experience, specializes in retail banking, customer service and account management. . A detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Personal Banker
TD Bank Group
03.2023 - Current
- Assist 150+ clients with taxes, retirement savings, investment and insurance needs by evaluating current standing and advising on appropriate solutions in Fiscal Year 2023.
- Conduct regular audits, minimizing risk exposure for the branch.
- Collaborate with branch team members and partners to assist customer achieve their financial needs and goals.
- Stay up-to-date with mortgage products, follow strict industry guidelines and provide professional impartial financial advice.
- Expand client's base by consistently meeting referral goals through networking events and community outreach initiatives.
- Contribute to a positive work environment, fostering teamwork among colleagues to enhance productivity level.
Personal Banking Associate
TD Bank Group
12.2021 - 03.2023
- Enhanced customer satisfaction by providing personalized banking solutions tailored to individual needs.
- Increased client retention through exceptional relationship-building and proactive problem-solving skills.
- Assisted customers in opening new accounts, ensuring thorough understanding of available products and services.
- Managed a diverse portfolio of high-net-worth clients, providing comprehensive financial advice and superior customer service.
Customer Experience Associate
TD Bank Group
10.2020 - 12.2021
- Asked customers questions to determine, verify and solve common problems.
- Employed active listening skills to accurately understand customer concerns and address them effectively.
- Utilized advanced problem-solving skills in order to troubleshoot and resolve technical-related customer inquiries.
Education
Bachelor of Science - Sociology
Adekunle Ajasin University
Nigeria09.2014
Skills
- Strong organizational and time management
- Relationship Building
- Computer Literacy
- Excellent written and verbal communication
Accomplishments
- Managed assets of 50+ high-net-worth clients (upwards of $1M) in Fiscal Year 2023
- Supported over 100 Black business owners in the community
- Developed new Business by building solid relationships with clients, increasing client base by 40% in Fiscal Year 2023.
Certification
Canadian Securities Course (CSC®) | Dec 2022
Certificate in Financial Services Advice (CFSA) | Nov 2023
Timeline
Personal Banker
TD Bank Group
03.2023 - Current
Personal Banking Associate
TD Bank Group
12.2021 - 03.2023
Customer Experience Associate
TD Bank Group
10.2020 - 12.2021
Bachelor of Science - Sociology
Adekunle Ajasin University
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