Tosin Adedipe
MD
Summary
Dynamic Small Business Relationship Banker at Wells Fargo with a proven track record in relationship building and customer service. Expert in financial analysis and compliance, I successfully developed a client retention strategy that significantly enhanced customer satisfaction. Committed to delivering tailored banking solutions and fostering strong client connections.
Friendly and approachable with knack for understanding client needs and fostering positive interactions. Possesses strong grasp of financial principles and solid communication skills to effectively assist clients with their banking needs. Committed to delivering exceptional service and building lasting client relationships.
Experienced with international trade operations, focusing on efficient cross-border transactions. Utilizes deep knowledge of global logistics and trade regulations to ensure smooth import/export processes. Track record of enhancing supply chain efficiency and maintaining compliance with international standards.
Overview
15
15
years of professional experience
1
1
Certification
Work History
SMALL BUSINESS RELATIONSHIP BANKER
Wells Fargo
06.2023 - Current
- Assisted customers with account inquiries and product information.
- Processed transactions efficiently, ensuring accuracy in financial operations.
- Educated clients on banking services and benefits to enhance user experience.
- Maintained detailed records of customer interactions for follow-up actions.
- Managed small business clients, providing comprehensive financial solutions and building strong relationships.
- Developed and implemented a client retention strategy that increase customer satisfaction.
Assistant Branch Manager
PNC Bank
11.2020 - 05.2023
- Assisted clients in identifying financial needs and recommending suitable products.
- Conducted account openings, closings, and maintenance with high attention to detail.
- Educated customers on digital banking platforms and services for enhanced user experience.
- Processed loan applications, ensuring compliance with regulations and internal policies.
- Resolved customer inquiries promptly, fostering strong client relationships and satisfaction.
- Analyzed customer accounts to identify cross-selling opportunities for additional products.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Fostered strong client relationships through regular follow-ups, securing loyalty and repeat business.
- Supervised daily branch operations, ensuring compliance with policies and procedures.
- Trained and mentored staff, fostering professional development and enhancing team performance.
- Implemented process improvements, increasing operational efficiency and customer satisfaction.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Reviewed credit applications for risk factors and credit worthiness.
- Developed strategic plans for day-to-day financial operations.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Personal Banker
PNC Bank
10.2017 - 11.2020
- Guided clients in selecting suitable banking products and services to meet financial goals.
- Reduced customer wait times by efficiently managing the queue and addressing client concerns promptly.
- Proactively engage customers in sales conversations to identify and meets their financial needs.
- Deepen customers relationships by offerings suitable PNC products and services.
- Drive sales through various interactions, including outbound calling, services to sales and lobby engagement.
- Collaborate with other stakeholders to grow customer relationships.
- Provide positive and personalized customer experience.
- Build customer loyalty and grow their share of wallet
- Manage risk through sound judgement and heightened scrutiny.
- Assisted in the development of marketing campaigns for retail banking products, resulting in increased product awareness and adoption rates.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Processed deposits, withdrawals and ACH transfers accurately.
- Discussed financial options with clients and provided informed suggestions.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
International Trade Assistant
Standard Chartered Bank
12.2010 - 04.2017
- Coordinated international shipments, ensuring compliance with customs regulations and documentation requirements.
- Managed logistics operations, optimizing supply chain processes for timely delivery of goods.
- Analyzed market trends to identify potential trade opportunities and risks for strategic decision-making.
- Developed and maintained relationships with foreign suppliers and clients to enhance business partnerships.
- Assisted in preparing detailed reports on trade activities, facilitating informed decision-making for stakeholders.
- Streamlined communication between internal teams and external partners, improving collaboration on international projects.
- Assisted in the development of an efficient export compliance program, ensuring adherence to all relevant laws and guidelines.
- Managed multiple projects concurrently while meeting strict deadlines and prioritizing tasks effectively.
- Coordinated closely with internal departments such as finance and accounting teams regarding invoicing and payment issues related to international transactions.
- Enhanced international trade processes by streamlining documentation and ensuring compliance with global regulations.
- Resolved customer inquiries related to import/export operations quickly and professionally, maintaining high levels of client satisfaction.
- Liaised with customs agencies to expedite clearance processes, preventing costly storage fees and penalties.
- Managed import/export operations for multiple product lines, improving efficiency and reducing shipping delays.
- Provided training and support to junior staff members on international trade best practices, enhancing overall team performance.
- Tracked shipments processing through customs and other agencies and obtained clearances.
- Advised customers on transportation options, types of carriers or shipping routes.
Education
Bachelor of Science - Political Science
UNAD
Skills
- Effective stakeholder engagement
- Customer Service-oriented
- Sales expertise
- Cash handling
- Financial Analysis
- Banking products and services
- Customer services
- Communication and interpersonal skills
- Problem-solving and analytical skills
- Compliance and Regulations
- Loan processing
- Recordkeeping requirements
- Loss prevention
- Debt management strategies
- Active listening
- Teamwork and collaboration
- Marketing campaigns
- Effective relationship management
Certification
Certified Scrum Master
Certified Agile Product Master
Timeline
SMALL BUSINESS RELATIONSHIP BANKER
Wells Fargo
06.2023 - Current
Assistant Branch Manager
PNC Bank
11.2020 - 05.2023
Personal Banker
PNC Bank
10.2017 - 11.2020
International Trade Assistant
Standard Chartered Bank
12.2010 - 04.2017
Bachelor of Science - Political Science
UNAD
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