Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Accomplishments
Languages
Affiliations
References
Timeline
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Richard Egbumokei

130 Cliff Street Naugatuck,Connecticut

Summary

Dynamic banker with exceptional analytical and communication skills. Demonstrated ability to cultivate customer loyalty and improve satisfaction through proactive account management and customized financial solutions. Highly skilled in multitasking and strategic prioritization, consistently ensuring accurate transaction processing and adherence to compliance standards.

Overview

9
9
years of professional experience

Work History

Universal Banker II

Liberty Bank
Naugatuck, CT
06.2023 - Current
  • Assist customers in opening new savings and checking accounts, ensuring an efficient and seamless onboarding experience.
  • Develop and maintain strong relationships with customers through exceptional customer service, fostering loyalty, and repeat business.
  • Process a variety of transactions, including deposits, withdrawals, check cashing, and money transfers, with accuracy and efficiency.
  • Manage cash drawer by maintaining accurate balancing and adhering to security protocols.
  • Effectively manage day-to-day queries related to personal accounts, providing timely and accurate resolutions.
  • Understand customer needs, and recommend new financial products, explaining their benefits.
  • Maintain overall management of customer accounts, ensuring accuracy and compliance.
  • Advise customers on investment alternatives, helping them make informed financial decisions.
  • Proactively manage customer accounts to avoid fees or charges due to defaults.

Client Relations Banker

Fidelity Bank PLC
Ikeja, Lagos
03.2016 - 01.2021
  • Assisted customers with opening and managing new deposit accounts.
  • Established new customer relationships and reinforced existing ones.
  • Collaborated with team members to achieve branch goals, and provided seamless customer service.
  • Proactively engaged customers to understand their financial needs, and recommended bank products and services to meet those needs.
  • Assisted with daily teller transactions, ensuring accurate and prompt processing of transactions.
  • Conducted regular account reviews to ensure overall customer satisfaction.
  • Addressed customer inquiries and resolved issues in a timely manner.
  • Maintained accurate records of transactions and customer interactions.

Education

MBA - Corporate Innovation/finance

Post University
Waterbury, CT
06-2026

Bachelor of Science - Business - Major in accounting

Joseph Ayo Babalola University
Ilesha, PMB 5006, Osun NG
08-2015

Skills

  • Analytical skills
  • Problem-solving skills
  • Excellent communication skills
  • Collaboration skills
  • Attention to detail
  • Strategic prioritization
  • Multitasking skills
  • Time management skills
  • Technology proficiency

Hobbies and Interests

  • Golf
  • Linguistics
  • Travel and culture
  • Politics
  • World Economy
  • Soccer

Accomplishments

  • Liberty bank Investment services recognition award

Languages

English
Native/ Bilingual

Affiliations

  • Volunteer at the YMCA
  • Soccer fan
  • Outdoor activities

References

References available upon request.

Timeline

Universal Banker II

Liberty Bank
06.2023 - Current

Client Relations Banker

Fidelity Bank PLC
03.2016 - 01.2021

MBA - Corporate Innovation/finance

Post University

Bachelor of Science - Business - Major in accounting

Joseph Ayo Babalola University
Richard Egbumokei