ADERONKE TIKRISTI
DALLAS,US
Summary
Accomplished Customer Service Specialist with over 7 years in client-facing roles. Expert in managing client portfolios, fostering relationships, and delivering customized solutions to enhance retention and lifetime value. Proficient in addressing complex client needs and handling sensitive information while exceeding performance targets in fast-paced environments.
Overview
1
1
Certification
10
10
years of professional experience
Work History
CLIENT RELATIONSHIP SPECIALIST
Dallas Capital Bank
Dallas
08.2023 - 01.2025
- Expert in personal account management, banking center audits, onboarding and retention of client accounts.
- Assisted customers with deposit accounts - CDs, Trusts, IRAs, and educated them on rates and benefits of accounts.
- Built strong trust with clients by consistently addressing their needs and concerns. and deepened relationships with customers by educating them on new products.
- Educated clients on financial products through participation in CRA classes.
- Proposed initiatives to enhance customer bank experience, aligning with client needs.
- Demonstrated exceptional ethical standards, resolved complex situations and sustained customer relationships.
- Managed client data in banking software and Salesforce, ensuring accurate information for effective relationship tracking.
- Participated in CRA classes, volunteer opportunities that meet the needs of customers in the community.
- Adhered to procedures to protect customer data and prevent financial fraud.
SENIOR BANKER
Frost Bank
Dallas, TX
03.2020 - 08.2022
- Managed client portfolio, specializing in onboarding and client retention strategies.
- Managed an assigned portfolio of customers with a focus on acquisition, expansion, and retention.
- Managed portfolio of clients, expert in onboarding and client retention.
- Responsible for managing accounts (open, close and oversee transactions) and finances of banks' clients while meeting Consumer Banking Performance Standards.
- Identified financial services needs of clients, facilitating referrals to other business lines.
- Oversaw assigned customer portfolio, emphasizing acquisition, expansion, and retention efforts.
- Referred clients to in-house financial experts for specialized guidance.
- Referred clients to in-house financial experts when needed.
FINANCIAL SERVICE REPRESENTATIVE - CUSTOMER ACCOUNTS
JP Morgan Chase
Arlington
10.2017 - 07.2018
- Educated clients on banking products, improving product uptake.
- Educated clients on banking products, increasing product uptake and client engagement.
- Committed to delivering exceptional customer service, fostering a positive environment that encouraged client loyalty.
- Resolved customer inquiries, enhancing service efficiency and client satisfaction.
- Handled cash transactions accurately, ensuring smooth operations.
- Analyzed client feedback to identify service gaps, implementing targeted training that improved client interactions.
- Analyzed client feedback to identify service gaps, implementing targeted training that enhanced team performance and client interactions.
- Partnered with cross-functional teams to develop promotional strategies for banking products, boosting awareness and driving sales.
- Analyzed transaction data to streamline processes, leading to improved operational efficiency and reduced wait times for customers.
PEOPLE DEPARTMENT MANAGER
McDonald's
Arlington, TX
09.2014 - 06.2017
- Led hiring and training initiatives that increased employee retention and satisfaction.
- Managed scheduling and communication to streamline team coordination.
- Developed a performance management system that aligned employee goals with organizational objectives, fostering accountability and engagement.
- Facilitated employee relations, resolving issues and fostering a positive work environment.
- Managed scheduling and communication, improving team coordination.
- Conducted orientations, aligning new hires with company goals.
- Implemented training programs, boosting customer service quality.
- Provided guidance to employees on policies and career development, nurturing a supportive environment that encouraged professional growth.
- Orchestrated team-building initiatives that boosted employee engagement and improved workplace morale.
Education
Bachelor of Science - Communications
Delaware Technical Community College (Terry Campus)
Smyrna, DESkills
- Client Onboarding , Interpersonal Communication, Customer Success Management
- Portfolio management , Salesforce , Employee training , Financial Services, Sales Strategy
- Client Appointment Coordination
- Customer Communication Management
- Effective Client Communication
- Administrative Support
- Multitasking and prioritization
- CRM System Management
- Employee training
- Financial Services
- Sales Strategy
- Interpersonal Communication
Personal Information
Title: Account Manager
Certification
- General Manager Capstone
- Certification in Time Management
AWARDS
Best People Department Manager
COURSES
- TIME MANAGEMENT
- General Manager Capstone
Timeline
CLIENT RELATIONSHIP SPECIALIST
Dallas Capital Bank
08.2023 - 01.2025
SENIOR BANKER
Frost Bank
03.2020 - 08.2022
FINANCIAL SERVICE REPRESENTATIVE - CUSTOMER ACCOUNTS
JP Morgan Chase
10.2017 - 07.2018
PEOPLE DEPARTMENT MANAGER
McDonald's
09.2014 - 06.2017
Bachelor of Science - Communications
Delaware Technical Community College (Terry Campus)