Private Client Banking
ADRIANA MENSAH
Lewisville,TX
Summary
Dynamic leader with a proven track record over the 11 professional years, enhancing operational efficiency and team productivity. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Expert in customer service and conflict management, spearheads initiatives that significantly improved financial controls and client satisfaction. Skilled in oral and written communications. These leadership traits have consistently driven positive outcomes and innovative solutions.
Overview
11
11
years of professional experience
Work History
Budget & Programs Controller
Volunteers Of America GNY
10.2021 - Current
- Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
- Managed payroll data entry and processing employees to comply with predetermined company compliance and guidelines.
- Scheduled and supervised staff meetings to discuss new ideas and update participants on program details and milestones.
- Recruited and trained staff and volunteers to upgrade collective team skills
- Mentored team members for professional development, resulting in increased productivity and job satisfaction.
- Provided ongoing direction and leadership for program operations.
- Collaborated with various teams to uncover issues, identify applicable solutions, and offer guidance.
- Monitored program performance to identify areas for improvement.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Prepared weekly employee work schedules to meet operational needs.
- Entered and updated sensitive customer information during check-ins and room changes.
- Trained new staff on correct procedures, compliance requirements, and performance strategies.
- Responded to telephone, email and in-person inquiries regarding reservations, hotel information and guest concerns.
- Managed front desk maintenance of client records and data.
- Streamlined check-in and check-out processes for a smoother guest experience.
Finance Operations Executive
Royalhouse Chapel Int. Buffalo NY
12.2019 - 09.2021
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Launched an enterprise-wide cost reduction program which resulted in significant operating expense savings without compromising service quality or staff morale.
- Implemented robust risk management practices to mitigate potential losses and safeguard company assets.
- Enhanced financial controls, ensuring compliance with regulatory requirements and internal policies.
- Streamlined finance operations by implementing efficient processes and systems.
- Provided insightful recommendations on investment decisions based on thorough due diligence of projects'' viability and risks involved.
- Improved cash flow management with proactive collection strategies and payment negotiations.
- Spearheaded process improvement initiatives, resulting in increased efficiency and reduced errors in financial operations.
- Implemented financial systems that increased efficiency in reporting, budgeting, and analysis tasks.
- Enhanced company cash flow with diligent accounts receivable management and timely collections.
- Increased revenue by identifying and implementing cost-saving measures in financial processes.
- Reduced financial risk, implementing robust internal audit procedures and controls.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Collaborated with external auditors to ensure the timely and accurate completion of annual audits, minimizing potential risks and maintaining a strong reputation for financial integrity.
- Introduced innovative solutions for working capital management, leading to an optimized cash conversion cycle time frame.
Private Client Investment Associate
NatWest Bank
09.2015 - 09.2019
- Negotiated favorable terms for over 172 clients during transactions involving securities trades or other complex financial instruments.
- Improved team efficiency by streamlining internal processes for account opening, trading executions, and account maintenance tasks.
- Supported senior advisors in developing new business opportunities through networking events, seminars, and referrals from satisfied clients.
- Mitigated potential losses by conducting thorough due diligence on prospective investments before recommending them to clients.
- Participated in ongoing professional development opportunities to enhance knowledge of market trends, economic factors, and industry best practices.
- Assisted clients in achieving their financial objectives through strategic asset allocation and diversification of investments.
- Educated clients on different investment products, helping them make informed decisions regarding their financial futures.
- Collaborated with portfolio managers to construct customized investment portfolios, aligning with clients'' risk tolerance and financial goals.
Private Client Banker
GCB Bank PLC
06.2013 - 07.2015
- Handled customer inquiries and suggestions courteously and professionally.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Streamlined internal processes to improve efficiency, leading to faster response times for clients'' requests.
- Provided guidance on credit products, assisting clients in successfully navigating the lending process.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Facilitated successful estate planning discussions, addressing sensitive topics with tact and professionalism.
- Enhanced client satisfaction by providing tailored financial solutions and exceptional service.
- Built long-lasting relationships with over 112 high-net-worth clients, earning their trust and loyalty.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
- Answered over a 1000 customer telephone calls promptly to avoid on-hold wait times.
- Updated account information to maintain customer records.
- Responded to customer requests for products, services, and company information.
- Enhanced over 75% customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Processed customer service orders promptly to increase customer satisfaction.
Education
Bachelor of Science - Fianancial Mathematics
UNIVERSITY FOR DEVELOPMENT STUDIES
Tamale, Ghana07.2013
Skills
- Friendly, Positive Attitude
- Attention to Detail
- High net-worth Client Management
- Time Management
- Flexible and Adaptable
- Oral and written communications
- Relationship building and management
- Compliance knowledge
- Business growth strategies
- Client Needs Assessment
- Effective Leader
- Cash Management
Work Preference
Work Type
Full TimeWork Location
On-SiteHybridRemoteInterests
Client Relationship
Operations Management
Banking
Timeline
Budget & Programs Controller
Volunteers Of America GNY
10.2021 - Current
Finance Operations Executive
Royalhouse Chapel Int. Buffalo NY
12.2019 - 09.2021
Private Client Investment Associate
NatWest Bank
09.2015 - 09.2019
Private Client Banker
GCB Bank PLC
06.2013 - 07.2015
Bachelor of Science - Fianancial Mathematics
UNIVERSITY FOR DEVELOPMENT STUDIES
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