Summary
Overview
Work History
Education
Skills
Certification
Affiliations
Timeline
Generic

Faith Okoeguale

Loganville,GA

Summary

Highly motivated and client-focused Financial Solutions Advisor with over 16 years of experience providing personalized financial advice, investment solutions, and wealth management strategies. Proven ability to build trust with clients, assess financial needs, and deliver tailored financial plans. FINRA Series 7 and 66 licensed with a strong understanding of banking, investment products, and financial planning principles.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Solutions Advisor

Merrill Lynch
06.2022 - Current
  • Guide clients in identifying long-term investment goals and constructing personalized retirement portfolios.
  • Actively prospect and acquire new clients through networking, referrals, and outreach initiatives.
  • Conduct detailed client assessments to determine financial needs, risk tolerance, and investment opportunities.
  • Develop and implement customized financial plans for a portfolio of 100+ clients with over $10M in total AUM.
  • Regularly monitor investment performance and adjust client strategies to maximize returns.
  • Provide expert insights on investment options, market trends, and retirement planning.
  • Respond promptly to client inquiries and provide strategic suggestions for portfolio improvements.
  • Maintain a 95%+ client retention rate through excellent communication and trusted relationships.

Relationship manager & Lending Specialist

Bank of America
08.2019 - 06.2022
  • Using a defined consultative questioning approach with clients to systematically identify client needs and appropriate solutions.
  • Building relationships over time to gain in-depth knowledge of clients' financial life priorities and effectively positioning additional Bank of America products and services.
  • Deepening client relationships through relationship calling, in-person conversation and referrals to specialists.
  • Delivering a personalized rewarding experience for clients by executing a variety of defined client engagement strategies.
  • Leveraging available resources and technologies to optimize the client experience.
  • Collaborate with internal teams (e.g., credit, underwriting) to meet client expectations.

Relationship Manger

Bank of America
03.2017 - 08.2019
  • Created strategies to develop and expand sales of services to existing customer, resulting in a 45% increase in annual revenue.
  • Received regional branch recognition award for a 100% sales increase.
  • Pulled daily branch sales and operations reports.
  • Exceeded quarterly sales goals by 60%.
  • Created member account profiles on online banking program.
  • Executed wire transfers, stop payments, and account transfers.
  • Responded to inquiries on banking products including checking, savings, loans and lines of credit.
  • Answered questions regarding businesses QuickBooks online accounts.

Relationship Banker

Bank of America
04.2015 - 03.2017
  • Recommend strategies clients can use to achieve their financial goals and objectives, including specific recommendations in such areas as cash management, insurance coverage, and investment planning.
  • Monitor and track daily/weekly sales activities.
  • Execute sales and service tactics, activities and processes, as defined by company policies and procedures.
  • Proactively manage risk in every business, product and service transaction leveraging available tools.
  • Comply with all applicable banking and investment laws, regulations, company policies and procedures to serve the client's best interest and enhance client satisfaction.
  • Assist, educate and train customers on how to use self-service technologies such as ATMs, online banking or mobile banking.
  • Leverage available resources and technologies to optimize the customer experience and serve our customers with operational excellence and accuracy.

Bank Teller

Bank of America
04.2009 - 04.2015

Education

Bachelor of Business Administration - undefined

University of Phoenix
12.2011

Skills

  • Client-focused financial advice
  • Investment solutions
  • Wealth management strategies
  • Building trust with clients
  • Assessing financial needs
  • Delivering tailored financial plans
  • Proactive risk management
  • Excellent communication

Certification

  • Chartered Retirement Planning Counselor (CRPC), Kaplan, 09/24
  • Series 66, Finra, 10/22
  • Series 7, Finra, 10/22
  • Securities Industry Essentials (SIE), Finra, 06/22

Affiliations

Lead for Women, Atlanta

Timeline

Financial Solutions Advisor

Merrill Lynch
06.2022 - Current

Relationship manager & Lending Specialist

Bank of America
08.2019 - 06.2022

Relationship Manger

Bank of America
03.2017 - 08.2019

Relationship Banker

Bank of America
04.2015 - 03.2017

Bank Teller

Bank of America
04.2009 - 04.2015

Bachelor of Business Administration - undefined

University of Phoenix

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Faith Okoeguale