Summary
Overview
Work History
Education
Skills
Golf, Tennis and Farming.
Timeline
Adison Soko

Adison Soko

Lowman,NY

Summary

Experienced Financial Services Consultant and proven leader in building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leveraging network of customer contacts to increase understanding of customer needs and employ business-growth strategies.

Overview

26
26
years of professional experience

Work History

Financial Services Representative

Triangle Credit Union
Manchester, NH
11.2006 - 03.2022
  • Developed customer relationships
  • Opened new accounts
  • Performed Teller duties
  • Processed consumer and business loans
  • Cross-sold products and services.
  • Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
  • Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
  • Offered competitive commercial banking solutions and retail financing options.
  • Managed over 10 customer calls per day.
  • Increased sales by 10%.

Country Manager Agri - Business

Standard Charted Bank, Zambia PLC
Lusaka, Zambia
12.2002 - 03.2006
  • Grew Agricultural business portfolio from USD 6 million to USD 32 million.
  • Achieved or exceeded financial goals on regular basis by controlling expenses and optimizing schedules.
  • Maintained portfolio's credit quality, and monitored risk concentration.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Applied customer feedback to develop process improvements and support long-term business needs.

Area Manager Agri-Business

Standard Chartered Bank Zimbabwe Ltd, Zimbabwe
Mutare/Chinhoyi, Zimbabwe
06.1997 - 12.2002
  • Supervised four location managers and managed SD20 million Agribusiness assets, maintaining contractual, compliance, and reporting requirements for all areas and assets.
  • Evaluated production levels, quality standards, and maintenance actions to identify and address operational problems and maintain targets.
  • Increased profits through effective sales training, troubleshooting P&L areas, and training new managers on loan and risk management policy.
  • Improved quality and risk profile of loan portfolio.

Account Relationship Manager

Standard Chartered Bank Zimbabwe Ltd, Zimbabwe
Chiredzi, Zimbabwe
05.1995 - 07.1997
  • Reviewed loan proposals and approved business loans up to USD 200k.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details, and signing up for new services.
  • Educated customers about loan products and financing options and processed purchases.
  • Identified and drove new marketing opportunities, partnerships, features, services and capabilities that impacted branch profitability.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Generated new business and referral clients in partnership with financial advisors and branch team.

Education

Ph.D. - Ethical and Creative Leadership

Union Institute And University, Cincinnati, OH
06.2018
  • Awarded The Sussman Award.

Dr. Marvin Sussman, faculty advisor and philanthropist established an award to honor graduates whose doctoral dissertation is judged to be clearly outstanding in terms of originality, interdisciplinary, social meaning, writing, and overall presentation.


  • 3.9 GPA
  • Ranked in Top 5% of class
  • Study Abroad: South Africa, Dissertation Research.
  • Dissertation: The Tension between Equity and Productivity in South Africa's Land Reform: A Critical Inquiry into the Framing of Social Justice.

Master of Science - Finance

Southern New Hampshire University, Manchester, NH
09.2011
  • 3.6 GPA

Master of Science - Community Economic Development

Southern New Hampshire University, Manchester, NH
09.2009

Cum Laude

  • 3.7 GPA
  • Thesis: Mainstreaming New Immigrants through Financial Literacy in Manchester - New Hampshire.

Master of Science - Business Administration

Zimbabwe Open University, Chinhoyi, Zimbabwe
08.2006
  • Thesis: The Development of a Strategic Land Reform Model for Zimbabwe - A case of : Matabeleland North and Mashonaland West Provinces.

Bachelor of Science - Banking And Financial Services

Institute of Bankers (Associate), Harare, Zimbabwe
12.1994
  • Honor Roll : Obtained the highest mark in Management 11 in the IOBZ exam for the year.

Skills

  • Customer Relationship Management
  • Customer Needs Assessment
  • Service Sales
  • Sales Goals
  • Certificate of Deposit
  • Financial Risk Analysis
  • Account Documentation
  • Account Retention
  • Develop Proposals
  • Loan Applications
  • Loan Structuring and Monitoring
  • Credit and Risk Management
  • Policy & Procedure Compliance

Golf, Tennis and Farming.

Social golf and tennis.

Avid small scale farmer: grows cash crops for Town & Country markets.

Timeline

Financial Services Representative - Triangle Credit Union
11.2006 - 03.2022
Country Manager Agri - Business - Standard Charted Bank, Zambia PLC
12.2002 - 03.2006
Area Manager Agri-Business - Standard Chartered Bank Zimbabwe Ltd, Zimbabwe
06.1997 - 12.2002
Account Relationship Manager - Standard Chartered Bank Zimbabwe Ltd, Zimbabwe
05.1995 - 07.1997
Union Institute And University - Ph.D., Ethical and Creative Leadership
Southern New Hampshire University - Master of Science, Finance
Southern New Hampshire University - Master of Science, Community Economic Development
Zimbabwe Open University - Master of Science, Business Administration
Institute of Bankers (Associate) - Bachelor of Science, Banking And Financial Services

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