Adesewa Okusolubo
Dallas,TX
Summary
Highly motivated and client-focused Retail Banker / Personal Banker and Customer Service Representative with 7years of experience delivering exceptional service and financial solutions. Skilled in building strong client relationships, understanding financial goals, and offering tailored banking products, including loans, investments, and account management. Adept at processing transactions, handling cash, and ensuring regulatory compliance, while promoting additional services through cross-selling. Experienced in resolving customer inquiries across multiple communication channels, managing complex issues, and maintaining accurate records using CRM systems. Proven ability to enhance customer satisfaction, drive business growth, and contribute to team success in a fast-paced environment.
Overview
9
9
years of professional experience
Work History
Retail Banker
Woodforest National Bank
DALLAS, TX
09.2023 - Current
- Greeted customers and identified customer needs to provide appropriate banking services.
- Assisted customers with account inquiries, deposits, withdrawals, transfers, loan applications, and other transactions as needed.
- Identified cross-selling opportunities to meet customer needs and referred products to increase sales volume.
- Balanced cash drawer daily and maintained accurate records of all transactions conducted at the branch.
- Processed new accounts including checking, savings, certificates of deposit, and IRAs.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
- Developed marketing strategies for branch promotions aimed at increasing customer traffic.
- Explained bank products and services offered in detail so that customers can make informed decisions.
- Identified and resolved complex client service issues to deliver exceptional customer service.
- Maintained up-to-date knowledge of bank policies and procedures in order to effectively respond to customer questions.
Personal Banker
Wells Fargo
Dallas , TX
10.2021 - 09.2023
- Engaged clients in the lobby to educate and assist with self-service resources such as mobile and online banking, ATM usage, and other digital banking tools.
- Processed client transactions efficiently, including deposits, withdrawals, and payments, while maintaining accuracy in cash handling and balancing daily transactions.
- Built relationships with clients by conducting deep conversations to understand their financial goals, providing tailored financial solutions, and referring them to relevant specialists (small business, lending, or investment advisors).
- Managed financial center traffic, ensuring smooth operations by handling appointments and outbound client calls to maintain engagement and address client needs.
- Executed the bank’s risk culture by following all operational guidelines and adhering to regulations and policies to ensure compliance.
- Conducted account openings and closings for clients.
- Drove the overall client experience by delivering excellent customer service and fostering long-term client relationships.
Customer Service Representative
Wells Fargo
DALLAS, TX
06.2018 - 09.2021
- Provide high-quality customer support by addressing inquiries, resolving complaints, and offering solutions across various channels over the phone.
- Process customer orders, payments, and account updates accurately, ensuring smooth transactions and timely resolution of issues.
- Educate customers on products, services, and self-service tools (online banking, mobile apps) to enhance their overall experience.
- Handle escalated issues with professionalism, identifying root causes, and collaborating with relevant departments to ensure customer satisfaction.
- Consistently achieve customer satisfaction targets and contribute to team performance metrics by delivering efficient and empathetic service.
- Maintain detailed records of customer interactions and transactions using Customer Relationship Management (CRM) systems.
- Promote additional products and services by identifying customer needs, resulting in increased sales and cross-sell opportunities.
- Adhere to company policies, procedures, and regulatory guidelines while safeguarding customer information.
IT Analyst/Project Manager
Douala IT service
Ohio , IL
04.2016 - 05.2018
- Planned, implemented, and executed the creation of overtechnological solutions for small business clients
- Instructed and managed five Scrum teams during all stages of application development
- Joined forces with IT analysts from
- Falcon Enterprises and from clients’ IT departments to provide continuing support and training for newly created software solutions.
- Analyzed cost drivers of products and services provided by the organization and identified potential savings opportunities.
- Participated in special projects and initiatives related to mergers and acquisitions or strategic planning initiatives.
- Managed day-to-day accounting tasks such as processing invoices and payments accurately and timely.
Education
BBA - Bussiness Adminstration
Walden University
Minneapolis, MN08-2023
Associate of Science - Business Administration
DALLAS COLLEGE
06-2023
Skills
- Project Management Tools:
- Customer Service Microsoft
- Cash Handling & Transactions
- Client Relationship Management
- Collaborative leader and
- Skilled negotiator, balancing
- Multiple demands and
- Priorities
- Dedicated, patient
- Written and oral instruction
- Consumer Banking
- Customer Financing
- Currency Exchange
- Data Entry
- Vault teller operations
- Account Retention
- Compliance Management
- Procedure Optimization
- Compliance Review
- Dependable and Responsible
Timeline
Retail Banker
Woodforest National Bank
09.2023 - Current
Personal Banker
Wells Fargo
10.2021 - 09.2023
Customer Service Representative
Wells Fargo
06.2018 - 09.2021
IT Analyst/Project Manager
Douala IT service
04.2016 - 05.2018
BBA - Bussiness Adminstration
Walden University
Associate of Science - Business Administration
DALLAS COLLEGE