Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
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ADELAIDE NAA SHORMEY  NORTEY

ADELAIDE NAA SHORMEY NORTEY

Senior Accounts Officer
Accra

Summary

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

22
22
years of professional experience

Work History

Senior Accounts Officer

Mobile Zone Ghana (Maxbuy Ghana Limited)
2019.06 - Current
  • Reconciliation of Accounts. Bank Accounts, Debtors Accounts and Creditors Accounts
  • Oversight responsibility on Expense payments.
  • Assisting with audits, fact checks, and resolving discrepancies.
  • Working with spreadsheets, sales and purchase ledgers and journals.
  • Sorting out incoming and outgoing daily post and answering any queries
  • Updated general ledger of accounts with current, accurate and industry-compliant data to meet all internal and external audit requirements.
  • Assisted cashiers with processing customer payments and documenting orders.

Branch Operations Manager

UniCredit Ghana Limited
2008.11 - 2019.06
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Launched new training program to boost employee skills and staff retention rate.
  • Resolved various issues impacting sales management and business operations.
  • Generated financial and operational reports to assist management with business strategy.
  • Implemented service improvements to enhance sales cycle.
  • Completed daily Bank Secrecy Act reports.
  • Increased client and supplier satisfaction by solving complex issues with efficient resolutions.
  • Complied with regulatory guidelines and requirements.
  • Engaged employees in business processes with positive motivational techniques.
  • Evaluated project applications and verified with outline specifications to approve, reject and recommend adjustments.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Performed monthly compliance checks.
  • Set up and supervised cash shipments.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Maintained friendly and professional customer interactions.
  • Consulted customers to boost product sales and services.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
  • Trained employees on proper procedures and strategies to improve productivity.

Personal Banker

uniCredit Ghana Limited
2011.06 - 2013.07
  • Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Activated new accounts and issued customer identification numbers.
  • Responded to customer inquiries regarding new accounts and account services.
  • Cross-sold bank products and services to meet customer needs and provide options.
  • Processed deposits, withdrawals and ACH transfers accurately.
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
  • Provided customers with additional information regarding account services.
  • Followed up with customers to gather feedback and provide additional assistance.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Promoted financial products by maintaining excellent service offering knowledge.
  • Utilized customer relationship management software to provide accurate and complete customer service.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Monitored customer accounts to detect irregularities or suspicious activity.
  • Backed up teller team by handling needs of new and existing customers at main counter.
  • Verified customer identity and reviewed documentation for accuracy.
  • Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
  • Maintained customer records and updated account information.
  • Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Reconciled customer accounts and balanced daily transactions.
  • Processed customer payments and account setup charges.
  • Monitored accuracy of customer information in system.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.


Branch Support Officer

uniCredit Ghana Limited
2011.01 - 2011.05
  • Maintained friendly and professional customer interactions.
  • Reviewed new accounts for required documentation.
  • Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Completed filings and upheld strict compliance with regulatory agencies and supervisors.
  • Forecasted trends and recommended improvements based on financial risk analyses.
  • Monitored performance and completed appraisals for direct reports.

Relationship Officer

uniCredit Ghana Limited
2008.11 - 2011.01
  • Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
  • Developed customer surveys to measure customer satisfaction and identify areas of improvement.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
  • Developed loyalty programs to reward and maintain customer retention.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Monitored customer feedback and generated reports to identify areas of improvement.
  • Maintained and built close relationships with customers through regular contact and visits.
  • Facilitated meetings and discussions between clients, sales and delivery teams.


Teller Officer

ProCredit Savings and Loans Company Limited
2008.04 - 2008.11
  • Motivated tellers to achieve sales and service goals with continuous coaching.
  • Followed up on customer complaints and provided solutions to enhance customer satisfaction.
  • Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
  • Educated customers on use of banking website and mobile apps.


Clerk and Teller

Amenfiman Rural Bank Limited
2005.08 - 2007.02
  • Operated cash register and equipment to collect payments.
  • Monitored areas for security issues and safety hazards.
  • Processed both cash and card purchases and returns.
  • Reconciled daily totals to maintain balanced and compliant ledgers.
  • Monitored self-checkout systems and provided help in resolving complex problems.
  • Received and processed customer payments.
  • Supervised cashiers to boost customer service levels, check accurate balance for transactions and promote smooth operations.
  • Communicated with customers and team members to solve problems.
  • Maintained and updated security protocols for front desk operations.
  • Trained team members on cash register operation and cash handling.

Industrial Attachment

Lower Amenfi Rural Bank Limited
2004.07 - 2005.07
  • Passionate about learning and committed to continual improvement.
  • Exercised leadership capabilities by successfully motivating and inspiring others.
  • Developed and maintained courteous and effective working relationships.
  • Gained extensive knowledge in data entry, analysis and reporting.
  • Demonstrated a high level of initiative and creativity while tackling difficult tasks.
  • Gained strong leadership skills by managing projects from start to finish.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Completed paperwork, recognizing discrepancies and promptly addressing for resolution.
  • Identified issues, analyzed information and provided solutions to problems.
  • Volunteered at local community organizations, providing assistance with day-to-day operations.

Education

MBA - Finance

Open University Malaysia
Accra, Ghana
02.2014

Bachelor of Science - Banking And Finance

Central University College
Accra, Ghana
10.2010

Diploma - Accounting

Takoradi Polytechnic
Accra, Ghana
10.2005

High School Diploma -

Fiaseman Secondary School
Tarkwa, Ghana
08.2001

Skills

  • Ability to work independently and as part of a team.
  • Resilience
  • Diligence
  • Result-Orientation
  • Computer proficiency
  • Petty Cash Disbursement
  • Account and Ledger Reconciliations

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Senior Accounts Officer

Mobile Zone Ghana (Maxbuy Ghana Limited)
2019.06 - Current

Personal Banker

uniCredit Ghana Limited
2011.06 - 2013.07

Branch Support Officer

uniCredit Ghana Limited
2011.01 - 2011.05

Branch Operations Manager

UniCredit Ghana Limited
2008.11 - 2019.06

Relationship Officer

uniCredit Ghana Limited
2008.11 - 2011.01

Teller Officer

ProCredit Savings and Loans Company Limited
2008.04 - 2008.11

Clerk and Teller

Amenfiman Rural Bank Limited
2005.08 - 2007.02

Industrial Attachment

Lower Amenfi Rural Bank Limited
2004.07 - 2005.07

MBA - Finance

Open University Malaysia

Bachelor of Science - Banking And Finance

Central University College

Diploma - Accounting

Takoradi Polytechnic

High School Diploma -

Fiaseman Secondary School
ADELAIDE NAA SHORMEY NORTEYSenior Accounts Officer