Summary
Overview
Work History
Education
Skills
Additional Information
Hobbies and Interests
References
Personal Information
Languages
Certification
Timeline
Generic

ISAAC OSEI

Legon

Summary

Dynamic banking professional with extensive experience at Stanbic Bank, excelling in loan processing and customer relationship management. Proven track record in optimizing asset performance and driving sales growth through innovative strategies. Adept at training staff and fostering a collaborative environment, ensuring compliance and enhancing service delivery. Strong analytical and communication skills.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Voice Banker

Stanbic Bank
Accra
01.2021 - Current
  • Executed loan transactions and managed account openings to enhance service delivery.
  • Oversaw onboarding processes for seamless integration of new clients.
  • Directed Chun and Digi management initiatives to streamline operations.
  • Implemented portfolio management strategies that optimized asset performance.
  • Conducted cheque confirmations using Sybrin for accurate financial processing.
  • Managed customer relationships through effective tele sales strategies.
  • Trained new employees on banking products and compliance standards, fostering a knowledgeable workforce.
  • Facilitated sale of Banks Insurance Products to broaden service offerings.

Client Acquisition Consultant

Stanbic Bank Ghana Limited
Accra
02.2018 - 12.2020
  • Executed personal selling strategies to promote company products effectively.
  • Conducted presentations on company offerings to enhance customer understanding.
  • Managed customer complaints to ensure resolutions and maintain satisfaction.
  • Utilized Customer Relationship Management tools to track interactions and manage accounts.
  • Performed customer visits to strengthen relationships and identify needs.
  • Facilitated account opening processes for new clients.
  • Processed loan executions in compliance with company policies.

Marketing Officer

Regi-Dan Company Limited
Accra
10.2017 - 01.2018
  • Conducted prospecting to identify potential customers and generate leads.
  • Delivered presentations on company products to enhance customer understanding.
  • Managed personal selling efforts to drive product adoption and sales growth.
  • Addressed customer complaints effectively to maintain satisfaction and loyalty.
  • Facilitated customer visits to strengthen relationships and gather feedback.

Administrator

Benado Academy
Accra
08.2012 - 08.2017
  • Reviewed and approved new programs and recommended modifications to existing ones for school board approval.
  • Conferred with parents and staff to address educational activities, policies, and student behavior issues.
  • Prepared and submitted budget requests and grant proposals to secure program funding.
  • Directed maintenance services and coordinated utilization of school facilities.
  • Counseled pupils on personal, academic, vocational, or behavioral challenges.
  • Managed overall school operations to enhance educational outcomes.

Sales Executive

Barclays Bank (ABSA)
Accra
01.2006 - 12.2008
  • Conducted prospecting to identify and engage potential customers.
  • Executed personal selling strategies for bank products to increase market share.
  • Delivered presentations on bank products to educate clients and drive sales.
  • Ensured thorough vetting and completion of all customer application forms.
  • Resolved customer complaints promptly to maintain satisfaction and loyalty.
  • Performed customer visits to strengthen relationships and gather feedback.
  • Facilitated account openings, streamlining processes for new clients.
  • Managed loan execution, adhering to regulatory standards and timelines.

Administrative Assistant

First Africa Marketing and Associated Limited
Accra
03.2004 - 01.2006
  • Recruited and trained Sales Executives for Barclays Bank Ghana Limited and UniBank Ghana Limited.
  • Managed complaints from Sales Executives to resolve issues efficiently.
  • Maintained an organized filing system and developed spreadsheets for reporting purposes.
  • Welcomed visitors, answered phone calls, and managed front reception desk operations.
  • Ensured a tidy front desk area while scanning documents and faxing reports.
  • Composed and transcribed meeting minutes using voice recorder or notepad.

Education

Certificate in Theology - Theology

Pentecost University
Accra
12-2022

Bachelor of Science Degree - Marketing

Knustford University College
Accra
10.2020

Transcript - Marketing

Institute of Professional Studies
Accra
06.2010

Skills

  • Loan processing and account management
  • Portfolio and client management
  • Customer relationship management
  • Regulatory compliance and financial analysis
  • Sales strategies and lead generation
  • Tele sales and new customer acquisition
  • Customer service and communication skills
  • Staff management and employee training
  • Creative thinking and problem solving
  • Insurance products knowledge
  • Cross-selling and partner referrals
  • Credit assessment expertise
  • Banking software proficiency

Additional Information

A computer literate; Ms Word, Ms Excel and Power Point; and a certificate in pastoring and missions

Hobbies and Interests

  • Reading
  • Singing
  • Teaching
  • Playing of Football

References

To be provided upon request

Personal Information

  • Nationality: Ghanaian
  • Marital Status: Married

Languages

English
First Language

Certification

  • To be made available upon request

Timeline

Voice Banker

Stanbic Bank
01.2021 - Current

Client Acquisition Consultant

Stanbic Bank Ghana Limited
02.2018 - 12.2020

Marketing Officer

Regi-Dan Company Limited
10.2017 - 01.2018

Administrator

Benado Academy
08.2012 - 08.2017

Sales Executive

Barclays Bank (ABSA)
01.2006 - 12.2008

Administrative Assistant

First Africa Marketing and Associated Limited
03.2004 - 01.2006

Certificate in Theology - Theology

Pentecost University

Bachelor of Science Degree - Marketing

Knustford University College

Transcript - Marketing

Institute of Professional Studies
ISAAC OSEI