Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jason Okoukpai

Houston,TX

Summary

Banking professional experienced in delivering strong client experiences, following compliance and risk standards, and supporting branch operations. Skilled in building client relationships, identifying financial needs, managing cash responsibilities, and coordinating daily financial center activity in a fast-paced environment.

Overview

3
3
years of professional experience

Work History

Personal Banker Retail Banking & Client Relation

Woodforest Bank
Houston, TX
01.2025 - Current
  • Built client relationships to identify financial needs and recommend banking solutions
  • Delivered excellent customer service while following banking policies and compliance procedures
  • Supported branch operations by coordinating appointments and facilitating client follow-ups to enhance customer experience
  • Partnered with team members to streamline lending and investment referrals, fostering collaborative client solutions
  • Oversaw daily cash handling, ensuring accurate transaction balancing to maintain financial integrity

Customer Relations Specialist

Reliant Energy
Houston, TX
05.2023 - 12.2024
  • Built and maintained client relationships while managing account inquiries and identifying opportunities for service improvement
  • Analyzed customer account data to identify trends and assess needs, enabling tailored recommendations that enhanced customer satisfaction
  • Achieved performance goals through effective planning, organization, and data-driven decision-making that improved service delivery
  • Delivered presentations and insights to internal teams, contributing to process improvements and knowledge sharing

Education

BBA - Business Management

Texas Southern University
Houston, TX
12-2023

Skills

  • Sales support
  • Financial analysis
  • Client management
  • Financial assessment
  • Problem solving
  • Customer experience
  • Regulatory compliance
  • Transaction management

Timeline

Personal Banker Retail Banking & Client Relation

Woodforest Bank
01.2025 - Current

Customer Relations Specialist

Reliant Energy
05.2023 - 12.2024

BBA - Business Management

Texas Southern University
Jason Okoukpai