Summary
Overview
Work History
Education
Skills
Certification
Timeline
Work Availability
Generic

FELIX ISIEKWENE

ACCOUNT MANAGER
Dallas,TX

Summary

Highly detail-oriented, proactive and diligent Business Relationship Manager with over 13 years of customer service and day-to-day banking and Accounting experience polished in balancing customer needs and company demands. Committed to building loyalty and long term relationships with customers and achieving individual sales goals. Proficient in accounts creation and maintenance, account reconciliations, collections, preparing financial statements, monitoring controls and completing closings. . Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with Number years' experience in Industry. Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Business Relationship Manager

EXCELLE Financial Service Inc.
11.2022 - Current
  • Performed daily audits of cash drawers, deposits, withdrawals, transfers.
  • Reviewed customer complaints and took appropriate action as needed.
  • Evaluated new products for suitability within the bank's offerings.
  • Assisted customers with account openings, closings, transfers, payments.
  • Maintained strict confidentiality of customer information at all times.
  • Ensured compliance with banking laws and regulations through periodic review of internal policies.
  • Identified areas of operational weakness or potential fraud risks in the bank's systems.
  • Developed marketing plans for new products and services offered by the bank.
  • Investigated suspicious transactions that could be linked to money laundering activities.
  • Explained benefits of various investment options to help customers fulfill personal investment goals.

Accounting & Customer Relationship Manager

ArcView Accounting LLC - Houston, TX
08.2022 - 12.2022
  • Drove customer escalations to resolution by engaging directly with clients
  • Provided guidance to junior members of the team regarding tasks related to customer relations management
  • Conducted market research to identify new business opportunities
  • Created surveys to gather feedback from customers about their experiences
  • Created and managed budgets for travel, training and team-building activities
  • Planned and led team meetings to review business results and communicate new and ongoing priorities
  • Provided exemplary level of service to customers to extend relationships for future business opportunities
  • Financial Advisory and Consulting
  • Inventory data management
  • Tutoring services.

Treasury Manager

Dangote Fertilizer Limited
07.2020 - 08.2022
  • Management of liquidity position of the organization in line with the risk appetite of the company
  • Review the reconciliation of Bank financial statement and cash book
  • Preparation of cash flow analysis and advise management
  • Preparation and monitoring of Budget for the Financial year
  • Team Support and Motivation
  • Expense Management to ensure teams profitability
  • Review and reconciliation of casual workers' payroll
  • Credit appraisal review and recommendation
  • Monitoring of risk assets portfolio to ensure proper classification, compliance with prudential guideline and bank policy
  • Loan recovery and remedial management for classified facilities.

Deputy Financial Manager

Dangote Oil Refining Company
08.2017 - 07.2020
  • Supported monthly reporting analysis to achieve validation of internal reports and to reconcile production operations and general ledger
  • Preparation of Financial statement in line with acceptable standard
  • Review the reconciliation of Bank financial statement and cash book by tracking monthly progress and other monthly and quarterly reports
  • Preparation of cash flow analysis and advise management
  • Preparation and monitoring of Budget for the Financial year
  • Team Support and Motivation
  • Expense Management to ensure teams profitability
  • Review and reconciliation of casual workers' payroll
  • Credit appraisal review and recommendation
  • Monitoring of risk assets portfolio to ensure proper classification, compliance with prudential guideline and bank policy
  • Loan recovery and remedial management for classified facilities
  • Risk Asset/Contingent Liability evaluation and Monitoring.

Relationship Manager

Access Bank PLC - Nigeria
02.2012 - 07.2017
  • Monitoring the Liquidity status of the branch vis a vis illiquidity
  • General administration of the branch daily business
  • Daily monitoring of branch deposit growth
  • Monitoring of deposit mix and cost of fund
  • Monitoring of income streams / expenses line to ensure branch profitability
  • Monitoring of risk assets portfolio to ensure proper classification, compliance with prudential guideline and bank policy
  • Relationship marketing to ensure customer satisfaction
  • Preparing and defending the branch budget at the regional / management level
  • Attending credit review, Alco review and other regional management meetings on behalf of the branch
  • Profitability analysis for the branch, to ease projection and preparation of budget
  • Processing of Bills for collection (Bill of exchange acceptance and bill payments)
  • Processing of Invisible transactions (PTA and BTA)
  • Bank wide domiciliary fund management
  • Processing of Fixed deposit in foreign currency for customers
  • Liaison with FX Treasury on cash and Liquidity management with respect to funding of correspondence bank account for international payments
  • Statutory report and remittance to regulatory authorities within the earliest possible time frame (WHT, VAT, NDLEA, FIRS).

Relationship Officer

Intercontinental Bank PLC - Nigeria
10.2007 - 01.2012
  • Identifying business development opportunities
  • Management of the branch tenured deposit portfolio
  • Overdraft and Unauthorized facility monitoring
  • Marketing of account opening to new client
  • Loan recovery and facility management
  • Responsible for daily departmental report to management
  • Preparation of weekly report for business development
  • Performing the customer service functions when necessary
  • Processing of inward and outward clearing cheques through correspondence bank
  • Processing and booking of term deposits in the branch
  • General cash and Vault management
  • Reconciliation of all Branch general ledger.

Education

Association of Chartered Certified Accountant (Affiliate Member) -

University of Lagos
01.2019

Master of Science: Risk Management and Insurance -

University of Lagos
01.2019

Master of Science: Accounting and Finance -

University of Lagos
01.2017

Institute of Chartered Accountant of Nigeria (ICAN) -

University of Nigeria
01.2011

Bachelor of Science: Accounting -

University of Nigeria
01.2005

Skills

  • Regulatory Compliance
  • MS Office Proficiency
  • Product Knowledge
  • Customer Service
  • Account Updating
  • Complex Problem-Solving
  • Problem Resolution
  • Business Relationship Management
  • Risk Assessment
  • Decision-Making
  • Critical Thinking
  • Compliance Assessment
  • Collections Actions
  • Account Management
  • Customer Relationship Management (CRM)
  • Sales Closing
  • Customer Complaint Resolution
  • Forecasting and Projecting

Certification

CISA

Timeline

Business Relationship Manager

EXCELLE Financial Service Inc.
11.2022 - Current

Accounting & Customer Relationship Manager

ArcView Accounting LLC - Houston, TX
08.2022 - 12.2022

Treasury Manager

Dangote Fertilizer Limited
07.2020 - 08.2022

Deputy Financial Manager

Dangote Oil Refining Company
08.2017 - 07.2020

Relationship Manager

Access Bank PLC - Nigeria
02.2012 - 07.2017

Relationship Officer

Intercontinental Bank PLC - Nigeria
10.2007 - 01.2012

Association of Chartered Certified Accountant (Affiliate Member) -

University of Lagos

Master of Science: Risk Management and Insurance -

University of Lagos

Master of Science: Accounting and Finance -

University of Lagos

Institute of Chartered Accountant of Nigeria (ICAN) -

University of Nigeria

Bachelor of Science: Accounting -

University of Nigeria

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
FELIX ISIEKWENEACCOUNT MANAGER