Keauna Asiegbu
Union City,GA
Summary
Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Banker
Bank Of America | Preferred Banking
12.2021 - Current
- Executive presence that demonstrated confidence and professionalism with strong written and verbal communication skills.
- Managed, acquired and built new business relationships through branch leads and CSR teller interactions.
- Processed 100-200 small business and commercial transactions throughout week.
- Working knowledge of internal systems: Merlin Teller, Interact, ImageView, Solutions Center, BOSS, OneCall, CMC, SalesForce, SSA, Business research tools.
- Communicated financial information to business owners, CEOs, CFOs, and Treasurers that helped meet various business needs and solved financial problems.
- Educated business clients on Business 360 and account management functionality for online and mobile banking operational needs.
- Met with existing clients and prospects through outbound calling efforts to discuss consumer and business needs.
- Performed business account maintenance by resetting debit card pins, adding/ removing authorized signers to accounts, and changing account settings.
- Executed wire transfers, stop payments and account transfers for consumer and business clients.
- Collected and attained relevant financial information from business clients to attain cash flow, auto loan, payroll, merchant services, remote deposit scanner, and business credit solution needs.
- Deepened relationship growth by utilizing cross-sell opportunities of multiple products and referred clients to appropriate channels, such as financial advisors, loan officers and small business bankers.
- Developed and maintained relationships with One Team partners to maximize sales opportunities.
Lead Operations Representative
Bank Of America | Global Technology And Operations
01.2019 - 12.2021
- Functioned as Lead Operations Representative in Foreign Cash Letter Operations, Returns and Exceptions, sub-unit.
- Educated staff on organizational mission and goals to help employees achieve success through internal customer referral system called "We Can Deliver".
- Led share-drive remediation file migration project, that consisted of transferring 50+ thousand historical digital files to internal retention storage site and labeling files with proper retention codes.
- Processed 10-40 daily transactions that resolved in foreign item checks being returned for varies of reasons.
- Assisted in developing and updating tracking spreadsheets of 10-40 daily customer return item checks for processing, monitoring and reporting accuracy.
- Processed international/ foreign check return items, wire FX trade payments through internal payment systems.
- Document reviewer/specialist for Foreign Cash letter Operations, Return Hold notification procedural process.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Cultivated positive relationships with vendors to deliver timely and cost-effective supply of services and materials.
Lead Operations Representative
Bank Of America | Global Technology And Operations
04.2017 - 01.2019
- Functioned as Lead Operations Rep. in Foreign Clean Collections, sub-unit.
- Basic level reporting, customer service support, reviewing and processing transactions for item processing, and performing other support operations and administrative functions as required.
- Good working knowledge of processes and procedures and ability to identify and implement process improvement opportunities.
- Workflow coordinator for payments and/or other subject matter experts.
- Provided guidance and direction to teammates.
- Processed transactions in one or more of company's internal operations to support domestic and international consumers, commercial, and wholesale bank institutes or service functions.
- Good working knowledge of internal systems that consisted of Cash Manager, GTS, Pega Gin, BOSS, FIRST, IMAGEVIEW, SHAREPOINT, Client Onboarding tool, to create cases, research and pay funds for incoming and outgoing domestic and international collections wire payments.
- Strong attention to details, critical thinking ability and accuracy, and strong written and oral communication skills.
Account Specialist I
Bank Of America | Global Technology And Operations
11.2014 - 04.2017
- Functioned as account specialist in Bank by Mail, check operations line of business.
- Performed variety of routine and non-routine clerical accounting functions in accordance with standard procedures in following areas of general banking operations.
- Processed over 700 Commercial deposit transactions that were mailed into operational center through Treasury Service, cash management Commercial product solutions.
- Developed banking, financial services and customer service deposit handling experience.
- Experience with internal banking systems Merlin Teller, FAST/BOSS and Interact.
- Researched and resolved deposit handling inquiries.
- Worked with management and leadership to plan and coordinate associate engagement events, as associate engagement ambassador.
Education
BBA - General Business
CLAYTON STATE UNIVERSITY
Morrow2024
Small Business Banker Certificate - Banking And Financial Support Services
AMERICAN BANKERS' ASSOCIATION
Washington, DC04.2023
Skills
- Customer service
- Strategic Sales
- Administration Management
- Financial Operations
- Client Relationship Management
- Financial Product Knowledge
- Customer Transactions
- Revenue Generation
- Prospect Leads
- Cross-Functional Collaboration
- Report Generation
- Microsoft Office
Timeline
Relationship Banker
Bank Of America | Preferred Banking
12.2021 - Current
Lead Operations Representative
Bank Of America | Global Technology And Operations
01.2019 - 12.2021
Lead Operations Representative
Bank Of America | Global Technology And Operations
04.2017 - 01.2019
Account Specialist I
Bank Of America | Global Technology And Operations
11.2014 - 04.2017
BBA - General Business
CLAYTON STATE UNIVERSITY
Small Business Banker Certificate - Banking And Financial Support Services
AMERICAN BANKERS' ASSOCIATION
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