Al Agu

The Senior Universal Banker is a customer-facing role responsible for providing a high level of service to customers. Opening and managing accounts, cross-selling products, services, and resolving customer issues.

• Collaborated closely with the marketing team to develop and implement effective prospecting strategies, resulting in a 30% increase in lead conversion rate.
• Conducted high volume prospecting activities (calls, emails, social media) averaging 100 activities per day, leading to a 25% increase in qualified leads.
• Conducted needs qualification calls, identifying key pain points and matching solutions, resulting in a 20% increase in closed deals.
• Explained the features of various products and services to customers in order to increase sales.
• Developed relationships with customers by providing personalized advice on their finances.

• Worked with the sales team to develop targeted marketing collateral, resulting in a 35% increase in lead engagement.
• Executed marketing campaigns targeting small and mid-sized businesses, resulting in a 25% increase in leads generated.
• Leveraged organizational skills to streamline lead tracking and follow-up process, improving lead conversion rate by 20%.
• Closed 75% of inbound leads, taught customer service team members how to effectively promote products with strong upselling and cross-selling techniques.
• Consistently met and surpassed individual performance metrics, reflecting a strong work ethic and dedication to success.
• Proactively initiated interactions to deepen customer relationships, fostering loyalty and trust through meaningful engagements.

• Successfully met and exceeded monthly sales quotas by 75%, showcasing a consistent track record of high achievement.
• Employed advanced lead generation techniques, resulting in a 25% increase in qualified leads.
• Demonstrated exceptional customer service skills, resolving 90% of customer inquiries on the first contact, leading to a 15% improvement in customer satisfaction ratings.
• Utilized strong written and verbal communication skills to effectively communicate complex information to customers, resulting in a 20% decrease in customer escalations.
• Delivered sound advice and exceptional service in all customer interactions, ensuring their financial needs are not only met but exceeded.