CHINONYE OKPALA
NewYork
Summary
Accomplished professional with expertise in client relationship management and retention, specialising in account management within B2B and financial services sectors. Proven track record in driving revenue growth through cross-selling strategies and ensuring regulatory compliance, including KYC, AML, and ECOA. Skilled in data analytics and financial modelling to support business development and market expansion efforts. Adept at stakeholder engagement and communication, with a focus on process optimisation and operational efficiency. Committed to leveraging skills for continued career advancement in strategic roles.
Overview
10
10
years of professional experience
1
1
Certification
Work history
Client Relationship Manager (Personal Banking)
Wellsfargo
Yonkers, New York
08.2021 - 07.2023
- Managed portfolios of 80–120 clients, diagnosing financial needs and delivering tailored solutions that improved retention by 10–15%.
- Identified revenue growth opportunities through customer data analysis and implemented targeted cross-selling strategies, increasing product adoption by 15–20%
- Advised clients on credit, savings, and financial planning while maintaining 100% compliance adherence with U.S. regulatory frameworks including KYC, AML, and ECOA.
- Analyzed transaction data to detect anomalies, contributing to early fraud identification and reducing risk exposure by 5–10%
- Built and maintained strong client relationships, improving engagement levels and contributing to consistently positive customer feedback and repeat business.
- Collaborated cross-functionally with internal teams to resolve client issues, reducing average resolution time by 15% and improving overall service efficiency
Graduate Assistant (Academic & Program Support)
Oral Roberts University
Tulsa, Oklahoma
02.2020 - 05.2021
- Supported over 200 students, achieving 95% academic compliance through structured academic guidance
- Increased international student enrollment by 40% through targeted engagement and support initiatives
- Reduced student attrition by 30% by improving student experience and communication channels
- Collaborated with faculty to develop instructional materials and enhance learning delivery
- Coordinated academic programs and student engagement activities to improve participation and outcomes
Relationship Manager/ Business Development Lead
Nigerian Breweries (Heineken Group)
Abuja, FCT
08.2013 - 01.2019
- Drove 20% market share growth through strategic customer acquisition and relationship management initiatives
- Managed key client accounts, strengthening partnerships and increasing customer retention across multiple segments
- Developed financial and strategic models to support business expansion and optimize revenue streams
- Identified growth opportunities and implemented customer-centric strategies that improved overall sales performance
- Streamlined operational processes, enhancing efficiency and reducing turnaround time for service delivery
- Led client engagement efforts, consistently delivering tailored solutions aligned with customer needs
Education
Doctor of Business Administration - Managment
Indiana Wesleyan University
Indiana, USAMaster of Business Administration - Business
Oral Roberts University
Tulsa, USA05.2021
Bachelor of Science - Business
Covenant University
Ogun State, NigeriaSkills
- Client Relationship Management & Retention
- Account Management (B2B & Financial Services)
- Revenue Growth & Cross-Selling Strategies
- Regulatory Compliance (KYC, AML, ECOA)
- Data Analytics & Financial Modeling
- Business Development & Market Expansion
- Stakeholder Engagement & Communication
- Process Optimization & Operational Efficiency
Certification
- ACCA (Financial & Management Accounting)
- CITI Social & Behavioral Research Certification
- Leadership & Emotional Intelligence (LinkedIn Learning)
Timeline
Client Relationship Manager (Personal Banking)
Wellsfargo
08.2021 - 07.2023
Graduate Assistant (Academic & Program Support)
Oral Roberts University
02.2020 - 05.2021
Relationship Manager/ Business Development Lead
Nigerian Breweries (Heineken Group)
08.2013 - 01.2019
Doctor of Business Administration - Managment
Indiana Wesleyan University
Master of Business Administration - Business
Oral Roberts University
Bachelor of Science - Business
Covenant University