Summary
Overview
Work History
Education
Skills
Certification
LANGUAGES
Timeline
Generic

GRACE OYEWANDE

Duluth,GA

Summary

Experienced professional with a diverse background in banking, risk analysis, operations, customer service, sales, and financial services. Proven track record of successfully managing multiple projects in a fast-paced environment. Customer-centric approach with exceptional interpersonal skills, adept at building strong client relationships and identifying solutions to address their needs.

Overview

21
21
years of professional experience
1
1
Certification

Work History

FINANCIAL ADVISOR

SHOP WITH GRACE
08.2024 - Current
  • Advise clients on financial strategies, achieving measurable growth in portfolio value.
  • Develop personalized investment plans, fostering long-term client relationships.
  • Analyze market trends to optimize client portfolios, enhancing financial outcomes.
  • Collaborate with the team to improve service efficiency, resulting in increased client satisfaction.
  • Analyze client financial portfolios, develop tailored investment strategies, and conduct market research to optimize returns and mitigate risks.
  • Drive client acquisition through targeted outreach, resulting in substantial growth of assets under management and exceeding quarterly targets.
  • Provide comprehensive financial guidance, educating clients on complex investment products and empowering them to make informed decisions.
  • Partner with cross-functional teams to develop integrated wealth management solutions, addressing diverse client needs across multiple financial domains.

CUSTOMER SERVICE REPRESENTATIVE / DATA ENTRY OPERATOR

Oasis Technology
06.2019 - 08.2023
  • Resolved customer issues via calls, chats, and emails, enhancing satisfaction and retention.
  • Informed customers of service upgrades, driving engagement and service adoption.
  • Addressed account discrepancies, preventing losses and ensuring customer loyalty.
  • Collected feedback to refine service strategies, achieving measurable improvements.
  • Maintained accurate customer records, streamlining data management processes.
  • Streamlined customer service processes, reducing response times and improving satisfaction rates.
  • Implemented data-driven strategies for account retention.

RELATIONSHIP BANKER/SUPERVISOR

Best Buy
08.2017 - 05.2019
  • Entered and managed account data, enhancing accuracy and efficiency.
  • Prepared financial documents, ensuring compliance and precision.
  • Verified check endorsements, maintaining legal integrity.
  • Tailored product recommendations, boosting customer engagement.
  • Suggested improvements, enhancing banking operations.
  • Assisted in opening accounts, streamlining customer onboarding.
  • Reviewed loan applications, ensuring completeness and accuracy.
  • Interviewed clients, gathering essential information for services.
  • Provided financial advice, optimizing customer financial health.

STYLIST SALES ASSOCIATE

River Island
02.2006 - 11.2008
  • Enhanced customer loyalty by recalling preferences, efficiently handling returns, and boosting sales.
  • Executed merchandising tasks to maintain organized, appealing sales areas, promoting new items.
  • Delivered prompt, accurate payment processing, fostering a seamless shopping experience.
  • Increased client engagement by informing them about products, events, and promotions.
  • Provided exceptional service, addressing customer inquiries and ensuring satisfaction.

CUSTOMER SERVICE REPRESENTATIVE

Wholefoods Market
06.2004 - 01.2006
  • Resolved customer inquiries via phone and email, enhancing satisfaction and loyalty.
  • Processed payments accurately, maintaining balanced cash registers and reducing discrepancies.
  • Monitored sales metrics, contributing to improved sales strategies and store performance.
  • Identified security risks, preventing potential thefts and ensuring a safe shopping environment.
  • Streamlined customer service processes, reducing response times and enhancing overall satisfaction.
  • Implemented efficient cash handling procedures for improved accuracy.

Education

BACHELOR OF ARTS - BUSINESS ADMINISTRATION

Lead City University
08.2014

HIGH SCHOOL DIPLOMA - undefined

Greenwich University
09.2009

Skills

  • Data Entry (Skillful)
  • Customer Service
  • Sales
  • Risk Analysis
  • Account Reconciliation
  • Client Relations
  • Problem Solving
  • Communication
  • Team Building
  • Leadership

Certification

  • PROFESSIONAL SCRUM MASTER (PSM) CERTIFICATION Feb 2022 - Apr 2022 Professional Scrum
  • SCRUM MASTER ACCREDITED CERTIFICATION Scrum Alliance

LANGUAGES

English (Native)

Timeline

FINANCIAL ADVISOR

SHOP WITH GRACE
08.2024 - Current

CUSTOMER SERVICE REPRESENTATIVE / DATA ENTRY OPERATOR

Oasis Technology
06.2019 - 08.2023

RELATIONSHIP BANKER/SUPERVISOR

Best Buy
08.2017 - 05.2019

STYLIST SALES ASSOCIATE

River Island
02.2006 - 11.2008

CUSTOMER SERVICE REPRESENTATIVE

Wholefoods Market
06.2004 - 01.2006

HIGH SCHOOL DIPLOMA - undefined

Greenwich University

BACHELOR OF ARTS - BUSINESS ADMINISTRATION

Lead City University

Similar Profiles

CREATE PROFILE