Festus Yeboah
The Bronx,NY
Summary
Hardworking employee with customer service experience, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.Highly-motivated with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Etc
Overview
4
4
years of professional experience
Work History
SENIOR BANKER (BUSINESS) (promoted)
Bank of America
New York , NY
07.2023 - Current
- Ensured compliance with all applicable laws, regulations and policies
- Collaborated with internal departments when necessary.
- Effectively building and growing relationships with small business customers, focus on proactive outreach through questions to understand their financial needs.
- Addressing service requests and resolve concerns following resolution protocols.
- Maintaining a primary focus on small business products, while also serving or referring to consumer needs.
- Engagement with customers throughout the business life cycle, utilizing product knowledge for needs-based conversations.
- Fostering relationships with branch employees and introduce customers to appropriate partners for broader financial needs.
- Actively participate in community organizations, connecting with centers of influence.
- Demonstrate leadership in understanding and managing business risks, ensuring compliance with policies and regulations. Educate customers on self-service mobile options.
- Maintain great teamwork with other associates etc.
Credit Solution Advisor (promoted)
Bank of America
New York , NY
01.2023 - 07.2023
- Advised customers on product selection, maintenance, and upgrades to meet their needs.
- Developed strategies for upselling additional features or services based on customer requirements.
- Informed clients about mortgages, HELOCS, Refinancing, Auto loans and other financial benefits.
- Responded promptly to customer inquiries via phone calls or emails regarding product features or services offered.
- Provided technical support to customers by troubleshooting and resolving their problems.
- Identified opportunities for increasing profitability through improved processes or cost savings initiatives.
- Implemented financial plans and insurance strategies specifically tailored to client's financial goals.
- Coordinated and participated in group presentations on financial services to attract new clients. Etc
Relationship Manager
Bank of America
New York , NY
12.2021 - 12.2022
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Coordinated preparation of external audit materials and external financial reporting.
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
- Advised and counseled customers on financing and related matters, courteously educating clients and responding to inquires.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Addressed inquiries from clients and department team members.
- Provided information on technology resources to improve client financial well-being.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
- Established strong client relationships to drive business development. Etc
Account Manager
Payomtic finance
The Bronx, NY
10.2019 - 12.2021
- Solicited feedback from customers on their experience with products or services.
- Participated in brainstorming sessions to develop new ideas for business development initiatives.
- Analyzed client data and identified opportunities for growth.
- Renewed existing accounts by cementing trusting relationships with customers.
- Collaborated with sales team to collectively drive growth and market share.
- Listened to customer needs to identify and recommend best products and services.
- Maintained accurate records of all customer interactions in the CRM system.
- Attended trade shows and conferences as a representative of the company.
- Drove sales of company products and services by meeting with customers using strategic and organized approach.
- Managed multiple accounts simultaneously while meeting deadlines.
- Resolved customer complaints in a timely manner.
- Identified customer needs by asking questions and advising on best solutions.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
- Collaborated directly with marketing team to refocus client outreach, increasing qualified inbound account leads.
- Produced sales documents, finalized deals and filed records.
- Developed successful customer relationships and quickly resolved service requests to increase sales. Etc
Education
Some College (No Degree) - Business Data Analyst
The Wharton School
Penn, PA08-2023
BBA - Business Administration
Akamai University
Hilo, HI10.2010
Diploma in Computer Software - Information Technology
IPMC COMPUTING
Accra 12.2008
High School Diploma -
St. Paul’s High School
Accra 01.2007
Skills
- System Support
- Contract Negotiation
- Critical Thinking
- Customer Service
- CRM Software (sales force)
- Sales Closing
- Account Management
- Client Relations
- Team Leadership
- Market Trends Analysis
- Regulatory Compliance
- Prospecting and Networking
- Product and Service Sales
- Market Research
- Financial Reporting
- Customer Needs Assessment
- Business Growth
- Team player
- Coaching and Mentoring
- Relationship Building
- Data Gathering
- Market Analysis
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
SENIOR BANKER (BUSINESS) (promoted)
Bank of America
07.2023 - Current
Credit Solution Advisor (promoted)
Bank of America
01.2023 - 07.2023
Relationship Manager
Bank of America
12.2021 - 12.2022
Account Manager
Payomtic finance
10.2019 - 12.2021
Some College (No Degree) - Business Data Analyst
The Wharton School
BBA - Business Administration
Akamai University
Diploma in Computer Software - Information Technology
IPMC COMPUTING
High School Diploma -
St. Paul’s High School