Julliet Adjei
Accra
Summary
Results-oriented, detail oriented and highly motivated individual with a passion for accounting, finance, and customer experience. Proven ability to manage multiple projects simultaneously and meet deadlines under pressure. Excellent communication and interpersonal skills.
Overview
8
8
years of professional experience
Work History
Customer service Personnel
Universal Merchant Bank (UMB)
01.2023 - Current
- Answered inbound calls and emails from customers
- Resolve customer inquiries and complaints
- Provide information about bank products and services
- Process transactions and maintained customer records
- Train new customers on online banking tools
- Prevented key account losses by researching discrepancies and correcting problems.
- Recommended improvements in products, service and billing methods to management to prevent future problems.
- Cross sale of products and services to customers
- Troubleshot technical issues with customer accounts
- Credential resets for clients
- Collaborated with other departments to resolve complex issues.
- Created reports of customer service activities for management review.
- Performed data entry tasks to keep records up-to-date and accurately entered into the system.
- Maintained current knowledge of company products, services, and processes.
- Provided ongoing support for customers throughout the entire sales process.
- Debit card pins, card blocking, pin resets.
National Service Personnel
Eastern Regional Hospital Koforidua (ERHK)
10.2021 - 08.2022
- Received and verified bills and claims for accuracy
- Captured and registered patient information
- Generated itemized bills and processed refunds
- Verified daily receipts and reconciled financial records
- Prepared and summarized daily returns sheets.
- Generated reports summarizing financial information from multiple sources.
- Maintained accurate records of all transactions pertaining to assigned accounts.
- Reviewed invoices for accuracy and completeness prior to payment processing.
- Monitored cash flows and prepared weekly cash projections.
- Reported on financial results including balance sheets, income statements, cash flow statements.
Intern
Upper Manya Rural Bank, Asokore Branch Koforidua
06.2019 - 08.2019
- Customer Acquisition and Retention.
- Identified needs of customers promptly and efficiently.
- Created monthly reports detailing branch performance metrics such as sales volume, deposits, withdrawals.
- Coordinated with auditors during annual examinations of branch records and transactions.
- Provided customer service to bank customers, addressing questions and concerns in a professional manner.
- Responded to customer inquiries via phone, email, and in-person transactions.
- Assisted customers with safe deposit boxes providing access when appropriate.
Intern
Upper Manya Rural Bank, Asokore Branch Koforidua
07.2018 - 09.2018
- Record keeping and Reporting
- Customer Service and Community Engagement
- Customer Acquisition and Retention.
- Responded to customer inquiries via phone, email, and in-person transactions.
- Identified opportunities to cross-sell additional products or services based on customer needs.
- Calculated daily transactions with adding machines and calculators.
- Resolved problems or discrepancies concerning customers' accounts.
Teaching Assistant
Frihans Educational Complex
08.2016 - 05.2017
- Taught phonetics and Creative Arts.
- Supervised students in the classrooms
- Assisted teachers in creating lesson plans and providing instructional materials.
Education
Bachelor of Commerce in Accounting (BCOM) -
University of Cape Coast
West African Senior School Certificate Examination (WASSCE) -
Okuapemman SHS
Skills
- Critical thinking
- Adaptability
- Excellent team player
- Excellent communication and interpersonal skills
- Problem-solving skills
- Account Reconciliation
- Order Processing
- Risk mitigation strategies
- Audit Coordination
- Root Cause Analysis
- Internal Controls
- Accounting Principles
- Variance Analysis
- Financial Management
- Financial statement preparation
- Cash Flow Management
Personal Information
- Date of Birth: 03/28/97
- Gender: Female
- Nationality: Ghanaian
- Marital Status: Single
Volunteer Experience
Teaching Assistant (UCC), Tutored auditing, computer applications, and cost accounting courses.
References
Available upon request
Languages
English
First Language
Twi
Intermediate (B1)
B1
Timeline
Customer service Personnel
Universal Merchant Bank (UMB)
01.2023 - Current
National Service Personnel
Eastern Regional Hospital Koforidua (ERHK)
10.2021 - 08.2022
Intern
Upper Manya Rural Bank, Asokore Branch Koforidua
06.2019 - 08.2019
Intern
Upper Manya Rural Bank, Asokore Branch Koforidua
07.2018 - 09.2018
Teaching Assistant
Frihans Educational Complex
08.2016 - 05.2017
Bachelor of Commerce in Accounting (BCOM) -
University of Cape Coast
West African Senior School Certificate Examination (WASSCE) -
Okuapemman SHS
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