Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Solange Ogaja

Upper Marlboro

Summary

Financial analyst with expertise in management and planning, monitoring, and reporting on key projects from conception through implementation with over 9 years’ experience in various Retail and Corporate banking areas, including regulatory projects (RIM). KYC/AML Compliance. Supporting the development and execution of PNC Bank risk and control oversight framework. I consistently strive to deliver excellent strategies to improve productivity and drive profits while reducing costs. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

12
12
years of professional experience

Work History

VP/Senior Project Manager

PNC Bank
08.2022 - Current
  • Monitored project progress, identified risks and implemented corrective measures to acquire success.
  • Coordinated cross-functional teams to determine timely delivery and compliance of project requirements.
  • Maintained schedules to meet key milestones at every project phase.
  • Directed changes to project scope and cost and implemented appropriate change management processes to keep project on track.
  • Communicated project plans and progress to key stakeholders and project contributors.
  • Provided outstanding service to clients through effective communication and prompt issue resolution to facilitate future business opportunities.
  • Oversaw large portfolio of projects to support teams, report progress, and influence positive outcomes for key stakeholders.
  • Developed and maintained project budgets to control costs and meet organizational and project goals.
  • Reported regularly to managers on project budget, progress and technical problems.

AVP/Senior Branch Manager

Bank Of America
09.2019 - 08.2021
  • Complied with established internal controls and policies.
  • Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Developed strategic plans for day-to-day financial operations.
  • Recruited new branch employees and coached existing employees to success.
  • Monitored key performance metrics.
  • Seeks, Analyze, and utilizes data for in-dept evaluation of accounts and to manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
  • Completed financial analysis of revenue.
  • Designed sales and service strategies to improve revenue and retention.
  • Recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions while working with product and other specialists.
  • Conducts research to uncover client objectives/pain points, understand client processes and proactively provide recommendations and solutions such as Mortgage, home equity lines of credit, credit card and auto loan Solutions to financial center associates through team meetings.
  • Helping the client to managing expenses, building wealth, managing debt, buying a home, saving for college, and planning for unexpected life events.
  • Providing Clients with Guidance and advice to uncover their lending and financial needs and matches them to our lending and banking solutions.
  • Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent.
  • Master referral opportunities to grow portfolio.
  • Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities.

Citi Priority Relationship Manager

Citibank
10.2014 - 09.2019
  • Presented new and additional products and services to existing customers.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Responded to customer inquiries regarding new accounts and account services.
  • Verified customer identity and reviewed documentation for accuracy.
  • Compliance KYC, AML, alerts by conducting extensive analysis of clients’ account activity, statements, and client profile.
  • Support Internal Audit preparation, internal projects, and assignments.
  • Conducted discussions with prospects to understand background and identify needs; clearly communicate potential solutions.
  • Conducted outbound sales activities for the outreach, community events, meetings with local businesses and to establish visibility in the community and drive business to the branch.
  • Deepened small business client relationships through relationship calling, in-person conversation and referrals to specialists.
  • Delivered a personalized and rewarding experience for clients by executing a variety of defined client engagement strategies.
  • Leveraged available resources and technologies to optimize the client experience.
  • Participated in weekly proactive planning sessions for client engagement activities and drive sales-related topics.
  • Scheduled periodic meetings and check-ins with clients to provide value-added services.
  • Assisted in execution of branch events; invite clients and prospects to events; actively engage with attendees and follow-up to develop a network and grow branch business.
  • Adhered to all operational controls to ensure the safety and security of client and bank assets and completed required regulatory compliance training.
  • Conduct regulatory /sanction screenings and present summarized findings to peers and management.
  • Supervised and provided tellers and other branch staff with coaching and guidance on products Assisted underwriting by providing information taken during interviews with clients that aided in securing financing for businesses, mortgages, and consumer lines of credit.
  • Researched and analyzed client information and demographics on routine basis for the purpose of risk mitigation and increasing the client base.
  • Hold daily meetings with branch staff to discuss current promotion and ways to achieve 150% of goals.
  • Analyzed the branch sales dashboard information to suggest more effective ways to meet or surpass goals.
  • Effectively engaged in Neighborhood banking.


Sales Associate Specialist

Kay Jewelers
07.2011 - 10.2014
  • Offered each customer top-notch, personal service to boost sales and customer satisfaction.
  • Answered questions about store policies and addressed customer concerns.
  • Greeted customers and helped with product questions, selections, and purchases.
  • Organized store merchandise racks and displays to promote and maintain visually appealing environments.
  • Helped customers complete purchases, locate items, and join reward programs.
  • Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
  • Used POS system to process sales, returns, online orders, and gift card activations.
  • Trained and supervised new employees to use selling strategies and apply best practices.
  • Managed cash register after end of shift to balance and record accurate transactions.
  • Engaged in friendly conversation with customer to better uncover individual needs.
  • Listened to customer needs and desires to identify and recommend optimal products.
  • Conducted product demonstrations to highlight features and redirect objections to positive aspects.

Education

Certified Project Manager Professional

Technical Institute of America
Washington, DC
12.2021

Bachelor of Science - Finance

University of Maryland Global Campus
Adelphi, MD
05.2019

Associate of Arts - Business Management

Montgomery College
Rockville, MD
05.2016

Skills

  • Project Goals and Milestones
  • Managing Multiple Projects
  • Vendor Selection
  • Meeting Participation
  • Project Management Body of Knowledge (PMBOK)
  • Scrum Methodology
  • Agile Principle and Agile experience
  • Banking experience
  • Vendor finance experience
  • Data analysis and mapping experience
  • Experience with Jira
  • Process improvement experience

Languages

French
Professional Working
Kinyarwanda
Native or Bilingual
English
Native or Bilingual

Timeline

VP/Senior Project Manager

PNC Bank
08.2022 - Current

AVP/Senior Branch Manager

Bank Of America
09.2019 - 08.2021

Citi Priority Relationship Manager

Citibank
10.2014 - 09.2019

Sales Associate Specialist

Kay Jewelers
07.2011 - 10.2014

Certified Project Manager Professional

Technical Institute of America

Bachelor of Science - Finance

University of Maryland Global Campus

Associate of Arts - Business Management

Montgomery College

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Solange Ogaja