Tally 9
RUKAYATU ALI
Summary
Proven Mobile Banker from Utrak Savings and Loan, adept in mobile banking technology and cross-selling products. Excelled in identifying sales opportunities, enhancing customer service through educational initiatives, and maintaining high accuracy in transaction processing. Demonstrated strong portfolio management skills and a commitment to security, boosting customer trust and satisfaction.
Overview
5
5
years of professional experience
Work History
Loan Officer Assistant
Envoy Micro Credit
10.2022 - 11.2022
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Processed customer transactions promptly, minimizing wait times.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Maintained accurate records of customer transactions in line with bank procedures.
- Assisted with training of new tellers on policies and procedures.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Monitored and reported suspicious activity in line with bank security policies.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
Mobile Banker
Utrak Savings and Loan
10.2017 - 12.2020
Education
Higher National Diploma In Accounting And Finance - Accounting And Finance
Accra Technical University
Accra, Ghana 08.2024
WASSCE Certificate - Business
MAWULI SENIOR HIGH SCHOOL
Ho, Volta Region 05.2017
BECE Certificate -
Rev. Ernest Bruce Mem. Methodist JHS
Adabraka, Accra06.2014
Skills
- Payment Processing
- Loan Origination
- Retirement planning
- Portfolio Management
- Cross-Selling Products
- Investment Advisory
- Mobile Banking Technology
Software
Sage accounting software
Timeline
Loan Officer Assistant
Envoy Micro Credit
10.2022 - 11.2022
Mobile Banker
Utrak Savings and Loan
10.2017 - 12.2020
Higher National Diploma In Accounting And Finance - Accounting And Finance
Accra Technical University
WASSCE Certificate - Business
MAWULI SENIOR HIGH SCHOOL
BECE Certificate -
Rev. Ernest Bruce Mem. Methodist JHS
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