Summary
Overview
Work History
Education
Skills
Quote
Work Availability
Work Preference
Accomplishments
Public speaking, reading and writing
Timeline
Generic

Izuchukwu Amakaeze

Kitchener,Ontario

Summary

Seasoned banking/business development officer with over 10 years of comprehensive experience in relationship management, sales, business development and financial advisory. Monitoring operations for sound customer service and overseeing product sales activities. Commended for establishing and maintaining relationships with customers to achieve branch performance goals. A team player, loan officer, proficient with Microsoft Office suite and an experienced loan officer. Expertise in examining existing accounts for financials and implementing sales activities to meet branch objectives.

Overview

11
11
years of professional experience

Work History

Banking/Business Development Officer

Heritage Bank Plc
08.2015 - 02.2024
  • Increased sales volume and expanded product line to new retailers, warehouse clubs and natural food chains.
  • Developed strategies to grow client base and implemented appropriate sales plans to target prospective customers
  • Provided primary customer support to internal and external customers
  • Actively worked to build branch credibility and develop relationships to increase community and industry visibility and overall profitability
  • Supported upper management with administrative tasks, including employee performance review and policy implementation
  • Remedied gaps in financial planning based on client needs and suitability
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues
  • Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse
  • Identified customers with additional profit potential and designed action plans to expand relationships
  • Recommended strategies for clients to use to achieve financial goals and objectives, including recommendations in areas such as investment planning, insurance coverage and cash management
  • Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues
  • Cross-sold wide range of services and products to increase new business and expand existing customer relationships
  • Helped customers prepare documents required to complete transactions and process requests
  • Presented products and services to customers using in-depth knowledge to answer questions
  • Opened new accounts and made changes to existing accounts
  • Increased company sales and revenue by 89% and 91% respectively over 6-month period by selling various investment products
  • Identified customer desires and goals through needs-based sales tactics
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns
  • Handled over 40 calls per shift signing up new customers, retrieving customer data, presenting relevant product information and services
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Built customer loyalty and retention by delivering excellent shopping experiences.
  • Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining high level of product knowledge.
  • Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
  • Met with customers to discuss and ascertain needs, tailor solutions and close deals.

Banking/Business Development Officer

Enterprise Bank Limited
12.2012 - 08.2015
  • Delivered banks products and financial services to customer locations within specific timeframes
  • Recommended products to customers, thoroughly explaining details
  • Eliminated downtime and maximized revenue by providing top project quality control
  • Responded to customer requests for products, services and company information
  • Strategized with sales team to prospect and qualify potential customers within assigned geographic territories
  • Consistently exceeded quotas through penetration of new accounts
  • Researched and identified opportunities for account growth, account penetration and market expansion.
  • Managed approximately 30 incoming calls and emails per day from customers.
  • Recorded accurate and efficient records in customer database.

Education

Bachelor of Science - Banking and Finance

Ebonyi State University
2007-11

Team Leadership Training -

2013-08

AML/CFT Compliance - AML/CFT

Learning And Development
Heritage Bank Plc, Nigeria
02

03

Professional Conduct and Ethics -

2020-06

Skills

  • Banking product sales
  • Sales tactics
  • Banking document preparation
  • Bank services
  • Transactions
  • Supervision
  • Good listening skills
  • Customer Service
  • Written Communication
  • Leadership

Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full Time

Work Location

On-SiteRemoteHybrid

Accomplishments

I have consistently surpassed the team's set targets (both in sales, service, customer growth, satisfaction income) in my team, which has earned me the best team lead for over five years in the department. I had a good collaboration with my team members.

Public speaking, reading and writing

When it comes to my reading, writing, and public speaking endeavors, they intertwine seamlessly with my passion for impacting knowledge. I find immense joy in sharing insights and information with those within my sphere of influence, particularly younger individuals whom I believe hold the key to our future.

My reading habits reflect a diverse range of interests, with a particular focus on religious texts and lifestyle literature. Exploring these subjects not only broadens my understanding but also fuels my desire to engage in meaningful conversations and impart valuable lessons to others.

On the writing front, I dedicate significant time to crafting various materials, from informative brochures to engaging content. Each piece I create serves as a vehicle for communication, allowing me to articulate ideas and share knowledge in a clear and compelling manner.

When it comes to public speaking, I view it as an opportunity to connect with audiences on a deeper level. Whether addressing a small group or a larger gathering, I strive to deliver presentations that inspire, educate, and resonate with listeners. Through effective communication, I aim to leave a lasting impact and empower others to pursue their own journey of learning and growth.

Timeline

Banking/Business Development Officer

Heritage Bank Plc
08.2015 - 02.2024

Banking/Business Development Officer

Enterprise Bank Limited
12.2012 - 08.2015

Bachelor of Science - Banking and Finance

Ebonyi State University

Team Leadership Training -

AML/CFT Compliance - AML/CFT

Learning And Development

Professional Conduct and Ethics -

Izuchukwu Amakaeze