Enthusiastic financial operations professional highly effective at working with clients of all levels and backgrounds. Well-versed in reconciliation of accounts & ledgers, evaluating department operations and handling month- and year- end closings. Meticulous and conscientious in approach.
Overview
12
12
years of professional experience
Work History
Banking Advisor
Royal Bank Of Canada, RBC
04.2023 - Current
Proactively engage customers through the bank's variety of communication channels to deliver an outstanding customer service experience.
Monitor transactions for compliance with regulations and identified supervisor of discrepancies.
Manage risks by adhering to compliance, controls and processes to protect customers and stakeholders' interests
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Coordinated with various divisions and departments in servicing of routine banking transactions.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Facilitated new client onboarding process and investment account setup.
Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Treasury & Finance Operations Analyst
Guaranty Trust Bank Plc
07.2016 - 02.2023
Preparation of monthly team metric regulatory reporting and help identify trends impacting team resourcing while maintaining logs of activities and completed work.
Develop and execute on reporting functions and produce consolidated or aggregated reporting.
Communicated with bank members and auditors on accuracy and timeliness of financial reports.
Handled cash flow, debit and interest schedules and bank accounts.
Adhere to established internal controls and policies.
Respond to and provide operational and transactional support for applications.
Maintained excellent financial standings by working closely with the finance analyst to process business transactions.
Reconcile account information and reported figures in general ledger by comparing to bank account statement each month to reduce discrepancies.
Prioritize & manage own workload to meet SLA requirements for service & productivity.
Customer Service Advisor
Guaranty Trust Bank Plc
08.2011 - 06.2016
Responded to customer needs through competent customer service and prompt problem-solving.
Maintained and managed customer files and databases.
Promoted strong customer satisfaction by diagnosing and troubleshooting product issues without need for escalated support.
Monitored metrics and developed actionable insights to improve efficiency and performance.
Conducted training and mentored team members to promote productivity and commitment to friendly service.
Coordinated payments processing including data review,validation and data entry.
Education
Master of Science - Marketing
Communications
University of Bedfordshire
United Kingdom
Bachelor of Science - Media Studies
Covenant University
Nigeria
Skills
Accounts and Ledger Reconciliations Skills
Financial Services
Business Development skills
Reporting skills
Payment Collection skills
Administrative Support skills
Additional Information
References available upon request
Timeline
Banking Advisor
Royal Bank Of Canada, RBC
04.2023 - Current
Treasury & Finance Operations Analyst
Guaranty Trust Bank Plc
07.2016 - 02.2023
Customer Service Advisor
Guaranty Trust Bank Plc
08.2011 - 06.2016
Master of Science - Marketing
Communications
University of Bedfordshire
Bachelor of Science - Media Studies
Covenant University
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