Summary
Overview
Work History
Education
Skills
Certification
Languages
Academic Leadership
Additional Information
Timeline
Generic
Pierre-Alexis KAPTCHOUANG

Pierre-Alexis KAPTCHOUANG

Rutland,MA

Summary

Passionate for customer success with over 10 years of extensive Banking experience with outstanding customer service experience, Financial Services, Management, logistics and sales; Auto loan Applications, credit solutions and underwriting processing; Acquired great analytic & problem-solving skills and now looking to passionately transfer this expertise toward taking more responsibilities.

Banking professional with commitment to high standards and result-oriented performance. Overcomes complex financial challenges with strategic thinking and execution. Known for fostering collaborative team environments and adapting to evolving market conditions. Proficient in client relationship management and financial analysis.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Banker

CITIZENS BANK
05.2024 - Current
  • Serve as the face of the branch, offering solutions and guidance to meet customer financial goals
  • Responsible for building relationships with customers
  • Provide financial advice
  • Assist with various banking needs, including spending, saving, borrowing, and investing.
  • Meeting sales and service goals Applied strong critical thinking and problem-solving skills to meet clients’ needs.

Relationship Banker

BANK OF AMERICA
07.2019 - 05.2024
  • Engaged customers to uncover needs and recommended best solutions
  • Processed Auto loans applications, Credit cards, Balance transfer, Line of credit and personal loans applications (Lending & underwriting)
  • Loans application servicing to ensure documentation requirements are met, and filed accordingly
  • Assist customers in understanding loans terms, interest rates, payments terms and options
  • Focused on results, while acting in the best interest of the client.
  • Always achieved my sales goals

Helpers Coordinator (Operations Management)

UNITED PARCEL SERVICE (UPS)
10.2018 - 01.2019
  • Hiring, Training and onboarding
  • Planning and scheduling
  • Managed a team of over 50 driver Helpers
  • Reviewing helper hours for accurate recording of time and assignments.
  • Successfully provided logistics and working aid equipment to facilitate Helpers’ assignments

Customer Service Representative: Team Lead & Supervisor

PACIFIC AVIATION
05.2016 - 09.2018
  • Prepared flights and conducted pre-flight briefing
  • Processed customers’ payments Sold and ensured cross-selling of products and services
  • Handled and balanced cash drawer, followed up with customers and reported customers’ feedback.
  • Rewarded with additional responsibilities and promoted to Lead and supervisor Position for outstanding ability to interact with co-workers and customers/ supervised 5 coworkers.
  • XL Airways France, Air Tahiti Nui, Singapore Airlines

Universal Banker

CITI BANK N.A
01.2016 - 09.2017
  • Listened to customers, maintained and resolved difficult situations with creativity, tact, and diplomacy.
  • Actively promoted sales programs to generate new customers (accounts opening and servicing).
  • Marketed financial products and services to meet referral goals and performance evaluation (credit cards application, auto loans, Personal loans, Home Equity, Mortgage referrals)
  • Performed daily teller services such as processing deposits, withdrawals, holds, loan payments, stop payments, direct deposits, cash advances, verifications of deposit, Debit card requests, wire transfers.
  • Coached and drove customer to adopt Mobile Deposits, Zelle Transfers, and digital Banking.

Education

Master of International Marketing (Dual Degree MBA – MIM) -

Hult International Business School
Boston, MA
04.2019

Bachelor of Science - Banking and Finance

University of Buea
07.2006

Skills

  • Effective communication skills
  • Detail oriented and cash Handling Skills
  • Strong attention to detail
  • Strong interpersonal skills
  • Adaptable and efficient learner
  • Empathy and active listening skills
  • Teamwork and excellent interpersonal skills
  • Time Management Skills
  • Results driven
  • Willingness to learn;
  • Loan structuring
  • Cash handling
  • Financial banking solutions
  • Assessment of financial objectives
  • Skilled in conflict de-escalation

Certification

CRM (Tableau, HubSpot, Google Analytics)

Languages

English (Fluent)
French (Fluent)

Academic Leadership

Hult Ambassador 2017/2018 academic year

Additional Information

  • Work Authorization: US Citizen
  • Computer literacy: Proficient in Word, Excel, PowerPoint, Outlook, Internet
  • Working knowledge of Google Apps, including Gmail, Google Calendar, and Google Drive

Timeline

Senior Banker

CITIZENS BANK
05.2024 - Current

Relationship Banker

BANK OF AMERICA
07.2019 - 05.2024

Helpers Coordinator (Operations Management)

UNITED PARCEL SERVICE (UPS)
10.2018 - 01.2019

Customer Service Representative: Team Lead & Supervisor

PACIFIC AVIATION
05.2016 - 09.2018

Universal Banker

CITI BANK N.A
01.2016 - 09.2017

Bachelor of Science - Banking and Finance

University of Buea

Master of International Marketing (Dual Degree MBA – MIM) -

Hult International Business School

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