Summary
Overview
Work History
Education
Skills
Training
References
References
Timeline
Generic

GERTRUDE YAWO LARTEVI

Accra

Summary

Results-driven banking professional with over 7 years of experience in solving complex financial challenges. Demonstrates exceptional attention to detail and excels in team leadership and collaboration. Proven expertise in business development, customer service, credit management, and sales support, consistently achieving high performance in fast-paced environments.

Overview

13
13
years of professional experience

Work History

Finance Manager

MTAG COOPERATIVE CREDIT UNION
Achimota
08.2023 - Current
  • Created detailed financial statistical reports for submission.
  • Filing of monthly PAYE at GRA, SSNIT returns and Tier 2
  • Reduced accounting risks by identifying and addressing process inefficiencies.
  • Supported Cashier in handling customer deposits and withdrawals.
  • Handle payroll tasks for three employees.
  • Managed approximately 1000 accounts by addressing and resolving discrepancies.
  • Collaborated with external auditors during annual audits to ensure accuracy of financial statements.

Creative Director

TrudysTouch EventsAndMore
04.2022 - Current
  • Oversaw all event department phases, including sales, planning, marketing, and administrative procedures.
  • Consistently meets or outperforms financial targets in event sectors.
  • Directs event team in forming durable, value-driven client connections.
  • Recommends, develops, and implements effective marketing plans for generating event revenues

Relationship Manager

Cititrust Capital
02.2021 - 04.2022
  • Developed a target pipeline and aggressively market for new profitable status customers from the identified target sectors
  • Developed strong relationships with clients resulting in an increase of client retention rate
  • Provided financial risk analysis to help clients make optimal decisions in their loan applications
  • Promoted high-quality sales, supply and customer service processes

Sales Advisor

Prudential Life Insurance
06.2020 - 01.2021
  • Designed and implemented effective marketing strategies to sell new insurance sales strategies
  • Established potential clients and create rapport by networking, cold calling, using referrals
  • Implemented risk analysis on customer profile in order to provide the best product
  • Executed all customer insurance policy requests to enhance customer experience

Transactions Officer

GT Bank Ghana Limited
05.2013 - 06.2018
  • Served as vault teller which includes ordering cash, verifying cash received, filling teller cash orders, maintaining full vault security and balancing vault cash
  • Processed deposits, withdrawals and other banking transactions for a high volume of customers
  • Performed deposits and withdrawals of Cedi and foreign currencies and verify and properly acknowledge cash and cheque deposits
  • Facilitated all species movement to/from branch is handled according to laid down processes to ensure security and availability of cash in the branch at all times
  • Maintained vault register and ensure the vault register is in agreement with the system balance and the physical cash count at the close of business each day

Administrative Assistant

MaxMart Shopping Center
09.2011 - 04.2013
  • Provided full administrative support dealing with enquiries from all staffs and employees in a courteous and professional manner (face-to-face, over the phone and through email)
  • Respond to HRM office routine correspondence and undertook Leave Administration for management and members of staff
  • Provides day-to-day coaching to leadership on a variety of actions to include employee relations issues, policy interpretation and application; talent management and development; and organizational design consultation across the group
  • Recruit, select, train, manage and motivate teams for specific assignments

Education

Master of Science (M.Sc.) - Industrial Finance and Investment

KWAME NKRUMAH UNIV. OF SCIENCE & TECHNOLOGY
01.2019

Bachelor of Science (B.Sc.) - Administration (Accounting Option)

KWAME NKRUMAH UNIV. OF SCIENCE & TECHNOLOGY
01.2015

HND - Accountancy

HO TECHNICAL UNIVERSITY
Ho
01.2010

SSSCE -

KETA SECONDARY SCHOOL
01.2005

Skills

  • Strategic Business Development
  • Bank Reconciliation
  • Client Relations Management
  • Interpersonal Relationship Development
  • Office Administration
  • Public Relations
  • WINDOWS
  • Experienced with Microsoft Office Applications
  • Experience with GT Banking Solutions
  • Expertise in Flex Cube

Training

  • Association of Polytechnic HND Accountancy Students Seminar, Ho Polytechnic, Career Development Program
  • School of Business and Management Studies Seminar, Ho Polytechnic, Unlocking the Job Market
  • Data Bank Seminar (DUES), Cultivating the Investment Habit
  • Assemblies of God Ghana Youth ministry camp, 2015, Human Relation and Conflict management
  • Behavioral Leadership Conclave (RIGHT TO LEAD), Bishop Gideon Titi – Ofei

References

Available Upon Request

References

References available upon request.

Timeline

Finance Manager

MTAG COOPERATIVE CREDIT UNION
08.2023 - Current

Creative Director

TrudysTouch EventsAndMore
04.2022 - Current

Relationship Manager

Cititrust Capital
02.2021 - 04.2022

Sales Advisor

Prudential Life Insurance
06.2020 - 01.2021

Transactions Officer

GT Bank Ghana Limited
05.2013 - 06.2018

Administrative Assistant

MaxMart Shopping Center
09.2011 - 04.2013

Master of Science (M.Sc.) - Industrial Finance and Investment

KWAME NKRUMAH UNIV. OF SCIENCE & TECHNOLOGY

Bachelor of Science (B.Sc.) - Administration (Accounting Option)

KWAME NKRUMAH UNIV. OF SCIENCE & TECHNOLOGY

HND - Accountancy

HO TECHNICAL UNIVERSITY

SSSCE -

KETA SECONDARY SCHOOL

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