LINDA NANA MMERA

Responsibilities

• Participated in the Advisor development program online class, meeting and branch team building meetings
• Took a daily preparation test on Securities Industry Essentials exam,
• Participated in Human Resources job training such as mortgages, products, AML, Risk and Compliance etc
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Scored 68% on SIE final exams.

Skills I applied in this role: Self motivating, Objectivity, Independence.

Responsibilities

• Reviewed project materials and deliverables for adherence to methodologies and procedures.
• Performed data gathering and research to support sourcing and cross-functional projects.
• Arranged internal meetings, provided supporting information and arranged catering.
• Handled technology and equipment issues
• Provided administrative support such as recruitment, staffing and requisition logistics

Responsibilities

• Strengthened the security on affluent customers accounts viewing access by deploying feedback on surveys which boosted customers confidence in the bank leading to an overall growth performance by 45%
• Achieved group customer acquisition growth by 40% by providing tailored services such as increasing investments rates, sponsoring business network events, and surprising them with birthday gifts which led to the expansion of our network and referrals
• Presented monthly, quarterly, and yearly performance of the group at management meetings
• Supersized the preparation of loan and signed off all group transactions for processing
• Successfully managed three branches by supporting and directing a team of fifteen officers to comply with banking directives and regulations
• Prepared financial material outlining the group performance compared to the budget, forecast and prior year.

Skills I applied in this role: Managerial leadership Presentation, Research and Analytical skills

Responsibilities

• Managed a portfolio of 500 affluent customers by attending to all banking requests such as loans, transfers, and deposits
• Provided superior support and advice to customers based on financial market trends, customers personal goals, customers' demands and financial aspiration
• Responsible for all aspects of managing and expanding the Private Bank Portfolio by successfully capturing, maintaining, and growing a portfolio of affluent customers in the retail bank.

Responsibilities

• Managed all media and public relations inquiries and served as a central point of contact for vendors.
• Coordinated meetings, diary management, travel schedules and reservations for executive management.
• Managed the departmental expenses on event and logistics by championing negotiations with vendors and managing SAP on vendor request.
• Worked closely with 6 division within the finance department.
• Ensured that all minutes and actions are captured accurately and followed up for both weekly and monthly performance and leadership meetings.
• Actively played a role in, and contributed to, regular team meetings and work streams to support the overall development of the business