Theophilus Peprah
Lexington,KY
Summary
Banking professional with over 5 years of experience at Bank of America, recently promoted to Senior Banker II. Expertise in advising clients on deposit strategies, business banking, and financial planning, leveraging collaboration with partners. Proven ability to simplify complex financial concepts, enhance client engagement, and drive results through effective communication and needs-based selling. Strong track record in client retention, cross-selling strategies, and financial needs assessment, with a focus on regulatory compliance.
Overview
4
4
years of professional experience
Work History
Senior Banker II
Bank of America
Lexington , KY
03.2025 - Current
- Deliver personalized financial advice by conducting in-depth needs assessment and aligning solutions with client goals.
- Identified opportunities to deepen relationships through cross-selling relevant financial products, contributing to client retention and revenue growth.
- Identified opportunities to align financial products with clients' long-term financial goals, enhancing overall client engagement.
- Managed client relationships across multiple states via telephone banking, ensuring high-level service delivery and client satisfaction.
- Open and service personal and business account, including checking, savings, and CDs, while ensuring regulatory compliance.
Senior Banker
Bank of America
Manhattan, NY
04.2022 - 03.2025
- Strengthened client relationships through proactive financial guidance and need-based recommendations
- Collaborated with internal partners, including business lending, mortgage, Merrill advisors to support clients needs.
- Maintained strict adherence to compliance, regulatory standards and operational excellence.
Education
Bachelor of Arts - Economics
University At Buffalo
Buffalo, NY05-2018
Skills
- Product Knowledge & Advisor- Expert in deposit accounts, CDs, business banking solutions and leveraging partner
- Financial Needs Assessment: Evaluating client situations to recommend tailored financial solutions
- Sales & Goal Achievement- Consistently meeting targets through needs based selling
- Client relationship management
- Financial Education & Communication- Simplify complex financial concepts to empower clients
Affiliations
Advanced Small Business Owner Specialist Mastery Program
Timeline
Senior Banker II
Bank of America
03.2025 - Current
Senior Banker
Bank of America
04.2022 - 03.2025
Bachelor of Arts - Economics
University At Buffalo