Summary
Overview
Work History
Education
Skills
Timeline
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Ethelbert Nwachukwu

Addison

Summary

Highly experienced in private banking relationship management with a proven track record in cultivating and maintaining client relationships. Skilled at developing tailored financial strategies to meet unique customer needs while ensuring compliance with regulatory standards. Success in driving business growth through strategic sales initiatives and excellent problem-solving skills, coupled with strong communication abilities. Previous work has resulted in increased client satisfaction rates, improved operational efficiency, and strengthened client loyalty.

Overview

14
14
years of professional experience

Work History

Bank Relationship Manager

Citibank, NA
Irving
02.2022 - 11.2024
  • Operated a variety of machinery and tools safely and efficiently.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Exceeded customer satisfaction by finding creative solutions to problems.
  • Achieved cost-savings by developing functional solutions to problems.
  • Worked effectively in team environments to make the workplace more productive.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Managed inventory and supplies to ensure materials were available when needed.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Worked with cross-functional teams to achieve goals.
  • Maintained updated knowledge through continuing education and advanced training.
  • Identified needs of customers promptly and efficiently.
  • Conducted routine maintenance and repairs on mechanical systems and industrial equipment.
  • Completed routine maintenance and repair.
  • Completed day-to-day duties accurately and efficiently.
  • Developed invoicing systems and internal controls to boost billing efficiencies.
  • Prepared presentations highlighting key features of different products offered by the bank.
  • Provided training sessions for junior staff members regarding best practices in private banking services.

Associate Banker

Capital One
05.2017 - 11.2021
  • Advised customers on bank products, services and financial planning options.
  • Collaborated with team members to develop marketing strategies for banking services.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Conducted daily audits of cash transactions to ensure accuracy and adherence to internal controls.
  • Monitored economic trends to forecast impacts on banking operations and advise clients accordingly.
  • Performed special services for customers, ordering bank cards and checks.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Prepared and presented weekly reports on branch performance, identifying trends and areas for improvement.
  • Educated customers about the features and benefits of different types of banking products offered by the bank.
  • Completed daily cash balancing and operated ATMs.
  • Helped customers understand and use mobile applications and online banking.
  • Conducted risk assessments for high-value transactions to prevent fraud and financial loss.
  • Met with new clients and completed pre-qualification procedures.
  • Reviewed documents such as loan applications, contracts, ensuring accuracy prior to approval or submission.
  • Put together and executed loan documents.
  • Resolved problems or discrepancies concerning customers' accounts.
  • Performed account reconciliations on a regular basis.
  • Completed thorough and accurate documentation for money movements, deposits or withdrawals.
  • Offered every customer exceptional service levels by remaining friendly and professional during every transaction.
  • Acted as pivotal point of contact between bank branches regarding guidelines and practices.

Relationship Manager

Eco bank Africa
03.2011 - 07.2016
  • Recommended new financial and accounting software packages. replacing various non-integrated offerings.
  • Provided training sessions for colleagues on best practices.
  • Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Coordinated preparation of external audit materials and external financial reporting.
  • Used hedging to mitigate financial risks related to interest rates on company's borrowings.
  • Addressed customer questions and concerns regarding products and services.
  • Resolved client issues and complaints promptly, maintaining trust and loyalty.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Developed and executed strategies for customer retention and acquisition.
  • Analysed client financial statements to offer tailored advice and products.
  • Collaborated with internal teams to create customized financial solutions for clients.
  • Analyzed competitors and market trends to facilitate business growth.
  • Implemented strategies aimed at improving overall customer satisfaction levels.
  • Facilitated financial planning seminars and workshops for clients.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Communicated with stockholders or other investors to provide information or raise capital.

Education

Bachelor of Science -

Imo State University
Africa

Associate of Arts -

Tarrant County College
Fort Worth, TX

Skills

  • Financial analysis
  • Risk assessment
  • Customer service
  • Portfolio management
  • Financial planning
  • Client relationship management
  • Compliance regulations
  • Market analysis
  • Team collaboration
  • Problem solving
  • Training development
  • Effective communication
  • Time management
  • Cash management
  • Wealth management expertise
  • Credit analysis
  • Asset allocation
  • Compliance awareness
  • Cross-selling opportunities
  • Know your customer
  • Customer due diligence
  • Anti-money laundering
  • Expert in risk management
  • Ethical leadership
  • Adaptability
  • Quality assurance
  • Credit approval and denial
  • Professionalism
  • Prioritizing and planning
  • Communication management professional

Timeline

Bank Relationship Manager

Citibank, NA
02.2022 - 11.2024

Associate Banker

Capital One
05.2017 - 11.2021

Relationship Manager

Eco bank Africa
03.2011 - 07.2016

Bachelor of Science -

Imo State University

Associate of Arts -

Tarrant County College

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Ethelbert Nwachukwu