Nana Aba Idun
Aba
Oshawa,ON
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Senior Financial Services Representative
Easy Financial
03.2024 - Current
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
- Facilitated educational workshops on various financial topics, empowering clients to make informed decisions about their finances.
- Consistently met or exceeded sales targets, contributing significantly to team's overall success.
- Communicated opportunities for business improvement to operational leaders.
- Expanded client base by proactively seeking new business opportunities through networking events and referrals.
- Collaborated with team members to identify opportunities for increasing revenue and improving overall performance.
- Delivered consistent results within compliance guidelines while meeting quarterly sales quotas.
- Accurately submit & process loan applications into underwriting system
- Comply with outlined policies and procedures (i.e., privacy protection, AML) when servicing clients and performing account maintenance
Senior Financial Sales Representative
Cash 4 You
- Provide exceptional level of Customer Service-Consistently receiving 90% or better in customer Service and telephone Quality Assurance standards
- Selling and receiving cash for/from another staff member and record properly and enter POS
- Effectively manage operational, security, IT, privacy, and credit risk
- Sell benefits of ancillary services to customers, meet and/exceed monthly sales quotas/targets and ensure all sales are correctly recorded
- Copy, record and do follow up work on all walked cheques
- Send out warnings/watches and updates on problem cheques and/or payments made on returned items via POS
- Collaborated with cross-functional teams, ensuring seamless implementation of financial solutions for clients.
- Optimized sales processes by collaborating closely with marketing and operations teams to improve efficiency in lead generation efforts.
Senior Clients Service Representative
First National Bank
01.2016 - 01.2022
- Educated clients on account services and resolved client inquiries regarding statement information and account balances
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction
- Utilized active listening skills to identify customer needs and provide appropriate solutions
- Developed and implemented customer satisfaction surveys to measure customer service quality
- Trained and supervised junior customer service representatives on best practices to meet organization goals.
- Navigated multiple software platforms simultaneously while assisting clients, increasing multitasking capabilities.
- Conducted thorough research to provide accurate answers to complex inquiries, demonstrating expertise in company offerings.
- Managed high-volume client portfolios, ensuring timely responses and accurate information delivery.
- Led training sessions for junior representatives, strengthening their skills in customer relations and product knowledge.
Education
Post Graduate Certificate - Global Business Management
Conestoga College-Kitchener
Bachelor of Science - Banking And Finance
Central University College-Miotso
01.2009 - 05.2013
Chartered Institute of Bankers - Certified Front-Line Executive
National Banking College
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Skills
Relationship Management
Analytical and Critical Thinking
Organization and Time Management
Strategic Sales Knowledge
Service Standard Compliance
Excellent Communication Skills
Certification
Certified Frontline Executive, National Banking College
Affiliations
National Banking College, Ghana
References
Upon Request
Timeline
Senior Financial Services Representative
Easy Financial
03.2024 - Current
Senior Clients Service Representative
First National Bank
01.2016 - 01.2022
Bachelor of Science - Banking And Finance
Central University College-Miotso
01.2009 - 05.2013
Senior Financial Sales Representative
Cash 4 You
Post Graduate Certificate - Global Business Management
Conestoga College-Kitchener
Chartered Institute of Bankers - Certified Front-Line Executive
National Banking College
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