Ihuoma Ugoji

1. Assist Relationship Mangers by providing sales support, including assistance with pipeline accuracy, call preparation, ordering Financial Insights, opening and onboarding deposit accounts, Treasury onboarding, pro-actively following up with and consistently contacting clients and prospects with letters, emails, etc. to support RM’s client contact strategy and making sure that CRM data is current and accurate. Provide additional sales support as needed by scheduling appointments, creating prospect lists, providing calendar assistance, etc. 2. Support the sales process and portfolio growth through recognition of, and taking action on, referral opportunities using internal resources and data. Maintain expert-level working knowledge and awareness of products and services. Partner with Relationship Managers and Integrated Relationship Management (IRM) partners in bringing attention to any potential client needs recognized through client contact or servicing opportunities and follow up with the partner areas as opportunities progress. 3. Support banker team by pulling necessary reports or data, attending and participating in meetings, completing follow up as needed and clearly communicating within the team. Service Support 4. Provide superior client service to Commercial Community Bank clients taking ownership of client needs, problems, and requests, following through to ensure timely and accurate resolution. 5. Assist in general servicing of Commercial loans, deposits and fee services such as Treasury assigned to Relationship Managers, including but not limited to the completion of necessary forms and documentation, account opening, pulling & working reports, processing payments, assisting in fraud resolution, general research, wire processing, general maintenance, etc. 6. Assist Relationship Managers with portfolio management ensuring accurate client assignment and account data. Monitor reporting and escalate as needed. Loan Support 7. Assist Relationship Managers with general loan support. Deliver accurate and timely information to internal loan areas as needed, communicate with the client and assist with appropriate stages of the loan process. Assist the RM in staying in compliance with regulations such as Reg B, BSA/AML, [-Internal-] © 2022 Truist Financial Corporation. Truist, the Truist logo and Truist Purple are service marks of Truist Financial Corporation. etc. Collect client information and assisting with follow up. Conduct general research and clear loan documentation exceptions. 8. Assist Relationship Managers in problem loan management and collection activities through review of past due reports, monitoring of payment postings and post-closing due diligence, contacting past due clients and bringing potential collection issues to the awareness of the Relationship Manager.

• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Cross-sold bank products and services to meet customer needs and provide options.
• Promoted financial products by maintaining excellent service offering knowledge.
• Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
• Followed up with customers to gather feedback and provide additional assistance.
• Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.

• Responded to customer inquiries regarding new accounts and account services.
• Verified customer identity and reviewed documentation for accuracy.
• Maintained customer records and updated account information.
• Provided customers with additional information regarding account services.
• Presented new and additional products and services to existing customers.
• Monitored accuracy of customer information in system.
• Reconciled customer accounts and balanced daily transactions.
• Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
• Greeted customers and delivered information about new account processes.
• Interviewed customers to obtain information needed for opening accounts or renting safe-deposit boxes.
• Collected customer information and completed new account forms.
• Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
• Explained account terms and conditions to customers.

• Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
• Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
• Computed total costs and profit requirements for customer sales to provide accurate pricing.
• Processed customer orders and inquiries via phone, email and, in-person communication to foster top-quality service delivery.
• Delivered superior customer service to retain existing customers and attract future customers.
• Handled customer inquiries and high volume calls to solve billing and ordering problems, independently resolving customer issues.

• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
• Processed customer transactions promptly, minimizing wait times.
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
• Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
• Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
• Educated customers on use of banking website and mobile apps.
• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Assisted with training of new tellers on policies and procedures.
• Followed up on customer complaints and provided solutions to enhance customer satisfaction.
• Maintained friendly and professional customer interactions.
• Counted, verified and handled bank deposits and armored car transactions.
• Monitored and verified suspicious activity on customer accounts.
• Received loan and utility payments, sending funds to correct destinations.
• Arranged monies received in cash boxes and coin dispensers according to denomination.
• Referred customers to other banking departments for specialized services.