Summary
Overview
Work History
Education
Skills
Certification
Timeline
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DZEPE GEOFFREY

Accra

Summary

Professional background in the banking and financial services industry in Ghana, with progressive experience as Retail and Commercial Relationship Manager and Funds Transfer Officer at Zenith Bank and Customer Experience Officer at Fidelity Bank. Track record in relationship and sales management, including building and maintaining client portfolios, promoting banking products and services, and supporting customer acquisition and retention. Demonstrated expertise in customer service, funds transfer operations (ACH processing, salary processing, standing orders, interbank and cross-border transfers), and accurate handling of account opening, loan processing, and general ledger balancing. Strong analytical and advisory skills in assessing customer financial profiles and recommending suitable investment, savings, and digital banking solutions. Academic foundation includes a Master of Science in Industrial Finance and Investment from KNUST and a Bachelor of Science in Administration (Accounting major) from the University of Ghana, complemented by coursework in corporate finance, investment analysis, financial reporting, taxation, and financial econometrics. Seeking growth opportunities in relationship management, corporate or commercial banking, and financial services roles that leverage strengths in client management, sales, and banking operations.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Retail and Commercial Relationship Manager

Zenith Bank Ghana Limited
01.2024 - Current
  • Assist clients in understanding various banking products and services to meet their financial needs
  • Build and maintain strong relationships with existing and prospective clients through effective communication and follow-ups
  • Analyze customer financial profiles to recommend suitable investment and savings options
  • Process account openings, loan applications and other banking transactions promptly and accurately.
  • Proactively raise the profile and reputation of the bank in the local community.

Funds Transfer Officer

Zenith Bank Ghana Limited
05.2021 - 12.2023
  • Processing customer instructions with ACH
  • Issuance of Manager's cheques
  • Carrying out standing order instructions
  • Processing Salaries
  • Transfer of funds to other banks
  • Transfers (trade purpose) to other countries
  • Ensuring the balancing of various General Ledgers

Customer Experience Officer

Fidelity Bank Ghana Limited
05.2020 - 04.2021
  • Provided exceptional customer service by addressing inquiries and resolving issues regarding accounts and transactions.
  • Supported the team with administrative tasks and maintained accurate records of clients interactions
  • Assisted with promoting bank services and educating customers on digital banking tools and resources.

Mathematics Teacher

Startrite Senior High School
09.2018 - 12.2020
  • Developing and implementing engaging lesson plans
  • Assessment and evaluation
  • Grading feedback
  • Classroom Management
  • Professional development

National Service Personnel

Zenith Bank Ghana Limited
07.2017 - 08.2018
  • Receiving and scanning cheques for both normal clearing and express clearing.
  • Receiving customer mandates from various financial institutions and sending them to the various banks using ACH program.
  • Writing letters to financial institutions on returned mandates with the reasons.
  • Returning dishonored cheques to customers through the relationship managers.
  • Liaising with other banks on issues pertaining to cheques and ACH.
  • AWARD: Best Service Personnel from the Clearing Department of Zenith Bank

Education

Master of Science - Industrial Finance and Investment

KWAME NKRUMAH UNIVERSITY OF SCIENCE AND TECHNOLOGY
KUMASI, GHANA

Bachelor of Science - Administration (Accounting major)

UNIVERSITY OF GHANA

Skills

  • Fund transfers
  • Digital banking education
  • Communication skills
  • Team collaboration
  • Administrative support
  • Goal-oriented mindset
  • Customer relationship building
  • Strong negotiation skills
  • Time management
  • Client relationship management

Certification

Association Of Chartered Certified Accountants (ACCA), PART TWO

Timeline

Retail and Commercial Relationship Manager

Zenith Bank Ghana Limited
01.2024 - Current

Funds Transfer Officer

Zenith Bank Ghana Limited
05.2021 - 12.2023

Customer Experience Officer

Fidelity Bank Ghana Limited
05.2020 - 04.2021

Mathematics Teacher

Startrite Senior High School
09.2018 - 12.2020

National Service Personnel

Zenith Bank Ghana Limited
07.2017 - 08.2018

Master of Science - Industrial Finance and Investment

KWAME NKRUMAH UNIVERSITY OF SCIENCE AND TECHNOLOGY

Bachelor of Science - Administration (Accounting major)

UNIVERSITY OF GHANA
DZEPE GEOFFREY