COMFORT ESSIEN
Philadelphia,PA
Summary
Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
RELATIONSHIP BANKER
Bank of America
Philadelphia, PA
06.2023 - Current
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Collaborated with team members to enhance customer service experience.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Adhered to strict confidentiality protocols to maintain safety of customer and bank information.
JUNIOR ACCOUNT MANAGER
Solstice Consulting Group
Philadelphia, PA
01.2023 - 06.2023
- Engaged with low-income communities by selling products face to face at various locations across the Philadelphia area, ensuring customer needs were met and product benefits clearly communicated.
- Collaborated closely with leadership to align sale efforts with strategic marketing initiatives, contributing to a cohesive and efficient team dynamic.
- Successfully met weekly sales goals in 100% commission-based environment consistently exceeding targets and driving community growth.
- Built and led a team of 5+ individuals, supplying mentorship and training to ensure team success in reaching sales goals and the company's marketing strategies.
- Conducted market research to identify potential business opportunities.
- Participated in team meetings to discuss progress on assigned tasks.
Educational Mentor - foreign exchange
IM Mastery Academy
Philadelphia, Pa
05.2021 - 09.2022
- Mentored aspiring traders on the fundamentals and advanced strategies of the foreign exchange (Forex) market, including technical analysis, risk management, and trading psychology.
- Designed and delivered educational content through 1-on-1 coaching, group sessions, and digital platforms to accommodate diverse learning styles.
- Helped students develop personalized trading plans, fostering consistency and discipline in both demo and live trading environments.
- Simplified complex trading concepts into actionable, beginner-friendly lessons to empower learners with little to no financial background.
- Monitored student progress and provided real-time feedback to refine strategies, improve risk-reward ratios, and build long-term trading confidence.
- Stayed up-to-date with market trends, economic news, and regulatory changes to ensure students received current and relevant insights.
Education
BACHELOR OF SCIENCE - BUSINESS MANAGEMENT, MINOR IN ACCOUNTING
West Chester University
06.2017 - 06.2023
Skills
- Banking operations
- Sales strategies
- Risk assessment
- Relationship building
- Target achievement
- Effective communication
- Problem solving
- Financial planning
Timeline
RELATIONSHIP BANKER
Bank of America
06.2023 - Current
JUNIOR ACCOUNT MANAGER
Solstice Consulting Group
01.2023 - 06.2023
Educational Mentor - foreign exchange
IM Mastery Academy
05.2021 - 09.2022
BACHELOR OF SCIENCE - BUSINESS MANAGEMENT, MINOR IN ACCOUNTING
West Chester University
06.2017 - 06.2023