CHARLES OTESANYA
Plano,TX
Summary
Self-motivated Relationship managerwith 8 years of experience delivering exceptional client support in industry. Known for building cross-functional partnerships to develop innovative solutions to client issues. Exceptional leadership and collaboration skills.
data analytic skills SQL Tableu,excel and oracle experience . Budget analysis and business intelligence skills. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Overview
3
3
years of professional experience
Work History
Relationship Officer
Bank of America
Dallas, TX
01.2022 - Current
- Assisted customers in opening new accounts and resolving any queries or issues they had.
- Provided financial advice to clients based on their needs and goals.
- Performed credit analysis of customer profiles and portfolios, ensuring adherence to credit policies.
- Ensured all regulatory requirements were met when dealing with clients' investments and transactions.
- Developed training materials for staff members on topics related to relationship management.
- Implemented new technologies designed to improve the efficiency of customer interactions.
- Opened new accounts, collected client documentation and processed transactions.
- Managed client communications related to daily transactions, service delivery and operational controls.
Customer Service Supervisor
Skopos Financial
Dallas, TX
02.2021 - 12.2022
- Supervised and trained customer service staff to ensure excellent customer service delivery.
- Provided guidance and support to junior customer service representatives, including coaching and mentoring.
- Conducted regular team meetings with customer service staff to discuss issues or changes in policies and procedures.
- Developed policies and procedures for handling incoming calls, emails, complaints, returns, refunds.
Key Account Manager
Unilever
- Developed and implemented key account plans to meet customer needs and increase company profitability.
- Identified new opportunities for growth within existing accounts, as well as potential new customers.
- Negotiated contracts with customers that balanced customer requirements with business objectives.
- Monitored competitive activities within assigned accounts and communicated findings to management.
- Maintained a deep understanding of client products and services in order to effectively promote them.
Area Sales Representative
unilever
- Developed and implemented effective sales strategies to increase market share in the assigned area.
- Researched potential customers, identified opportunities for new business, and maintained relationships with existing clients.
- Generated reports on sales performance metrics and trends in the assigned area.
Key Account Manager
flour mills
- Developed and implemented key account plans to meet customer needs and increase company profitability.
- Identified new opportunities for growth within existing accounts, as well as potential new customers.
- developed the HORECA sales channel
- increased profitablity and visibility of the golden penny flour mills brands across various Horeca channels
Education
MBA - Business Administration And Management
Obafemi Awolowo University
Osun NigeriaBachelor of Science - Economics
Igbinedion University Okada
Skills
- Marketing Knowledge
- Creativity and Innovation
- Financial Acumen
- Relationship Management
- data analytics
- financial advisory
Timeline
Relationship Officer
Bank of America
01.2022 - Current
Customer Service Supervisor
Skopos Financial
02.2021 - 12.2022
Key Account Manager
Unilever
Area Sales Representative
unilever
Key Account Manager
flour mills
MBA - Business Administration And Management
Obafemi Awolowo University
Bachelor of Science - Economics
Igbinedion University Okada