Open To Work
Rebecca Afedo
Ho
Work Preference
Summary
Results-driven Banking and Finance Professional experienced in client relationship management and lending. Achieved growth in client portfolios and profitability through effective cross-selling of financial products and tailored solutions. Focused on enhancing customer satisfaction and ensuring compliance through strong analytical and problem-solving capabilities.
Overview
1
1
Certification
14
14
years of professional experience
Work History
Remote Bank Teller
Stanbic Bank Ghana
Ho
05.2018 - Current
- Acted as a primary point of contact for clients, delivering tailored banking solutions to meet individual and corporate needs.
- Cross-sold bank products, including savings, current accounts, loans, and digital solutions, to meet client needs.
- Identified business opportunities within existing portfolios, enhancing account growth and client retention.
- Resolved customer complaints and service requests with professionalism and efficiency.
- Ensured timely and accurate reconciliation of transactions, strengthening financial reporting and compliance.
- Analyzed transaction trends to support management decision-making with actionable insights.
Administrative Assistant
First Sky Group
Ho
05.2015 - 04.2018
- Managed accounts receivable/payable to optimize cash flow for operations.
- Conducted reconciliations and financial tracking, ensuring accuracy in financial reporting.
- Conducted reconciliations and financial tracking to maintain accuracy in reporting.
- Prepared accurate financial documentation for external auditors, facilitating effective audit processes.
Loan Officer
Student Loan Trust Fund
Ho
08.2013 - 08.2014
- Monitored and managed loan portfolios, assessed repayment capacity and evaluated risks to mitigate default.
- Guided clients on loan requirements, repayment plans, and financial literacy, enhancing understanding and adherence to repayment obligations.
- Prepared credit documentation and reports, facilitating informed lending decisions and reducing turnaround time.
Personal Banker Intern
Gbi Rural Bank
Hohoe
06.2012 - 08.2012
- Assisted clients in selecting appropriate banking products for their financial needs.
- Facilitated account openings and closings for personal and business customers.
- Educated clients on digital banking services and online account management tools.
- Prepared financial documents and statements, ensuring compliance with banking regulations.
- Supported customer service and audit teams by identifying process improvement opportunities.
Education
Financial Modeling & Valuation Analyst (FMVA) -
Corporate Finance Institute (CFI)
CanadaMSc. - Accounting & Finance
Kwame Nkrumah University of Science & Technology
GhanaBBA - Banking & Finance
Valley View University
GhanaSkills
- Account Management
- Banking Operations and Transaction Management
- Regulatory compliance
- Cash Flow and Treasury Management
- Negotiation
- Communication
- Problem Solving
- Transaction processing
- Banking regulations
- Cross-selling strategies
- Account reconciliation
- Customer relationship management
- Risk assessment
- Compliance assurance
- Revenue growth
Certification
- Careers in Finance, Corporate Finance Institute (CFI), 01/2025
- Financial Planning & Analysis, Corporate Finance Institute (CFI), 11/2022
- Corporate and Business Strategy, Corporate Finance Institute (CFI), 11/2022
- Corporate Finance Fundamentals, Corporate Finance Institute (CFI), 11/2022
- Professional Ethics, Corporate Finance Institute (CFI), 09/2022
Volunteer Experience
Personal Banker Intern, Gbi Rural Bank, Hohoe, Ghana, 06/2012, 08/2012, Assisted in preparing financial documents and statements, ensuring compliance with banking regulations., Supported customer service and audit teams, identifying process improvement opportunities.
Timeline
Remote Bank Teller
Stanbic Bank Ghana
05.2018 - Current
Administrative Assistant
First Sky Group
05.2015 - 04.2018
Loan Officer
Student Loan Trust Fund
08.2013 - 08.2014
Personal Banker Intern
Gbi Rural Bank
06.2012 - 08.2012
Financial Modeling & Valuation Analyst (FMVA) -
Corporate Finance Institute (CFI)
MSc. - Accounting & Finance
Kwame Nkrumah University of Science & Technology
BBA - Banking & Finance
Valley View University