Highly-motivated leader with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Personal Relationship Manager
Calbank Plc.
09.2023 - Current
Built and maintained strong connections with high-value customers through active listening, effective communication, and dynamic interpersonal abilities.
Provided expert financial advice to clients, enhancing their decision-making process.
Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
Developed and executed strategies for customer retention and acquisition.
Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
Led sales planning, development and account management to grow existing accounts and establish new sales accounts.
Improved profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
Director (Part-time)
The Sarfoa Foundation LBG
12.2021 - Current
As part-time, I manage projects under the foundation
Project currently underway, the Safoa project sets out as a development wheel to support the prison system in Ghana
Directed the organization's daily operations, ensuring compliance with applicable laws and regulations.
Created detailed plans outlining timelines, goals, budgets, staffing needs and other requirements for projects.
Managed budgeting and financial planning processes for the organization.
Client Services Officer
Calbank Plc.
10.2016 - Current
Assisted customers with financial advice, addressed their concerns, efficiently resolved issues they faced while also promoting the bank's products.
Vet documents and process account opening, including corporate clients with less of clerical errors or audit issues.
Assisted in developing client relationships by responding promptly to emails, phone calls and other forms of communication.
Provided customer service to clients by responding to inquiries and resolving complaints.
Prepared and evaluated CRM reports to identify problems and areas for improvement.
Increased customer satisfaction ratings by effectively answering questions, suggesting effective solutions, and resolving issues quickly.
Exceeded established service goals while leveraging customer service, sales and employee management best practices.
National Service Person
Calbank Plc.
09.2015 - 08.2016
As a Client Services Ambassador, utilized exceptional interpersonal and communication skills to persuade more than 300 potential clients to establish banking relationships.
Conducted due diligence and risk assessment on new and existing clients.
Assisted in the development of a social project to help disadvantaged communities.
Education
Master of Science - Development Finance
Kwame Nkrumah University of Science And Technology
11-2024
Bachelor of Arts - Political Science And Chinese
University of Ghana, Legon, Ghana
11-2015
West Africa Senior Secondary Certificate Examination - General Arts
Presbytarian Senior High School, Bechem
Bechem, Bono Region
05.2011
Skills
Sales
Communication
Customer Relationship Management (CRM)
Creativity and Innovation
New Business Development
Relationship Building
Portfolio Growth
Strategic Planning
Affiliations
Member of University of Ghana Residence Board (2012-2013)
Speaker of General Assembly (UG Students' Representative Council, 2012-2013)
President, Jubilee Hall Junior Common Room (2013)
Member of SRC 5-year Strategic Planning Committee (2014-2015)
Chairman, Constitutional Drafting Committee (Jubilee Hall 2012 and 2015)
Accomplishments
Second Best Level 200 Chinese Student (2012 Chinese Embassy Awards)
‘RED’ Staff (Responsible, Effective and Decisive), Calbank Plc, Customer Service Month Award (2019)
Languages
English
First Language
Timeline
Personal Relationship Manager
Calbank Plc.
09.2023 - Current
Director (Part-time)
The Sarfoa Foundation LBG
12.2021 - Current
Client Services Officer
Calbank Plc.
10.2016 - Current
National Service Person
Calbank Plc.
09.2015 - 08.2016
Master of Science - Development Finance
Kwame Nkrumah University of Science And Technology
Bachelor of Arts - Political Science And Chinese
University of Ghana, Legon, Ghana
West Africa Senior Secondary Certificate Examination - General Arts
Presbytarian Senior High School, Bechem
Trainings
AML/CT TRAINING, Money Laundering Techniques in Money Transfer Services and Control Measures
Customer Service Mastery: Delight Every Customer, LinkedIn Learning
Igniting Emotional Engagement, LinkedIn Learning
E-Crime& Fraud Detection & Prevention Training, General Fraud Awareness & Prevention Measures E-Crime & Counterfeit Detection and Prevention
References
References available upon request.
Trainings
AML/CT TRAINING, Money Laundering Techniques in Money Transfer Services and Control Measures
Customer Service Mastery: Delight Every Customer, LinkedIn Learning
Igniting Emotional Engagement, LinkedIn Learning
E-Crime& Fraud Detection & Prevention Training, General Fraud Awareness & Prevention Measures E-Crime & Counterfeit Detection and Prevention
References
References available upon request.
Trainings
AML/CT TRAINING, Money Laundering Techniques in Money Transfer Services and Control Measures
Customer Service Mastery: Delight Every Customer, LinkedIn Learning
Igniting Emotional Engagement, LinkedIn Learning
E-Crime& Fraud Detection & Prevention Training, General Fraud Awareness & Prevention Measures E-Crime & Counterfeit Detection and Prevention