EDWARD OCHUWA
Texas City,TX
Summary
Organized Personal Finance Representative with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals. Over the span of 3 years being meticulous to detail, organized, and capable of handling various job tasks has been key to remaining successful. Interfaced with clients to understand needs, examined existing and proposed contract details to recommend effective implementation, maintained databases and conducted data analysis to report on contract performance relative to company objectives. Critically-thinking professional optimizing client relations and contract quality.
Overview
6
6
years of professional experience
Work History
PERSONAL FINANCE REPRESENTATIVE
University Federal Credit Union
Galveston, TX
08.2020 - Current
- Process new personal accounts, account updates, and related questions in accordance with policies, procedures, and any applicable regulatory compliance laws with minimal supervision
- Establish multiple types of accounts and loans; while providing products and services, which will benefit members’ economic well-being and quality of life
- Review transaction data to detect fraudulent patterns and trends in support of investigative process activities
- Develop customer due diligence and assess fraud risks in compliance with AML regulations.
- Prevent money laundering and illicit work experience.
- Conduct system navigation on various computer systems.
- Maintained knowledge of all current banking regulations and laws related to personal finance.
- Customer identity verification, data management and due diligence.
ASSISTANT MANAGER
Smart Self Storage
Texas City
03.2019 - 08.2020
- Provide high quality customer service when communicating and greeting customers
- Cash handling and processing debit and credit transactions
- Resolving delinquent accounts that statuses range from 30 to 210+ days
- Handle inbound and outbound sales calls
- Manage store deposits, invoices and payroll schedules
- Uses best practices to get to know customer to assist them as efficiently as possible to their needs.
- Assisted in development of operational strategies to ensure efficient and productive operations.
- Created reports on sales trends, inventory levels, and financial data.
- Ensured compliance with safety regulations and company policies.
- Established processes for monitoring customer satisfaction levels.
STOCKER/SALES LEAD
Levi’s
Texas City
11.2017 - 03.2019
- Created inventory of store products
- Handled customer feedback regarding product and inventory concerns and responses given by follow up calls or emails, catering to customer's detailed request
- Provided a variety of functions and procedures relating to customer service, sales, merchandising, and store operations
- Meet and exceed individual sales and performance goals
- Ensured completion of shipments, transfers, damages, and donations in a timely manner
- Evaluated several project assignments; providing efficient feedback to upper management to help drive customer results.
- Compared merchandise invoices to items actually received.
- Printed accurate labels and applied to boxes, crates and containers prior to shipment.
Education
High School Diploma -
Clear Falls High School
League City, TX06-2016
Accounting
College of The Mainland
Texas City, TXSkills
- Customer Service Relationships
- Organizational and Analytical Abilities
- Resolving Claims
- General Accounting
- Administrative duties
- Business Strategic Deliverables
- Microsoft Office Programs: Proficient in, Word, Excel, Access, Outlook & PowerPoint applications
- Proficient and knowledgeable on all relevant documentation associated with AML and CIP compliance
- Client Confidentiality
- Analytical Thinking
Timeline
PERSONAL FINANCE REPRESENTATIVE
University Federal Credit Union
08.2020 - Current
ASSISTANT MANAGER
Smart Self Storage
03.2019 - 08.2020
STOCKER/SALES LEAD
Levi’s
11.2017 - 03.2019
High School Diploma -
Clear Falls High School
Accounting
College of The Mainland
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