JAHMAI ATUADI
AIRDRIE
Summary
With a 5 years experience in customer service, relationship banking and trade finance management, I have demonstrated a consistent ability to deliver exceptional client experiences. My strength lies in building trust through strong interpersonal skills and skilled negotiation. I am committed to applying my experience to build meaningful relationships and negotiate mutually beneficial partnerships within the financial sector.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Relationship Manager
First City Monument Bank
Victoria Island
05.2024 - Current
- Manage a diverse portfolio in real estate, construction, maritime, hospitality, and education sectors
- Conduct financial analysis and risk assessments to optimize portfolio performance
- Build and maintain strong relationships with corporate clients
- Provide tailored solutions including guarantees, performance bonds, loans, and credit lines
- Lead the financing process for sector projects, overseeing loan structuring, syndication, and issuance of bonds and guarantees
- Analyze market trends and economic conditions impacting relevant sectors
- Assess and mitigate risks associated with transactions
- Contribute to the development of banking products such as guarantees, bonds, loans, and credit lines
- Optimize team operations and ensure efficient processing of transactions
- Ensure all transactions comply with regulatory requirements and internal policies.
Trade Finance Consultant
Euro-Exim Bank
St. Lucia
11.2023 - Current
- Manage the end-to-end process of issuing and receiving letters of credit
- Review and validate documentation for compliance with international trade regulations
- Oversee documentary collections by coordinating the presentation of shipping and financial documents
- Assess and mitigate trade finance risks associated with transactions
- Lead and optimize trade finance operations teams
- Build and maintain strong relationships with corporate clients
- Ensure adherence to regulatory requirements and internal policies
- Contribute to the development and enhancement of trade finance products.
Customer Services Representative
ACCESS BANK PLC
Abuja
01.2023 - 10.2023
- Assist customers in opening, closing, and managing various types of accounts
- Address account-related inquiries and provide guidance on account features and benefits
- Guide customers in navigating online banking platforms and mobile applications
- Resolve technical issues related to digital banking services
- Process various banking transactions accurately while adhering to security and compliance protocols
- Provide prompt and courteous assistance to customers via various communication channels
- Resolve inquiries, concerns, and issues related to account management
- Develop in-depth knowledge of products and services to effectively address customer queries
- Support customers in the loan application process
- Assist with inquiries related to loan terms, interest rates, and repayment options
- Effectively identify and address customer issues
- Educate customers on security measures and fraud prevention strategies
- Contribute to the development and implementation of process improvements to streamline customer service operations
- Ensure accurate record-keeping and documentation of customer interactions
- Collaborate with new hires to educate them on customer service tasks, product specifications, and company protocols
- Investigate and resolve customer inquiries and complaints effectively
- Priming and issuing Debit, Credit, and Domiciliary cards to customers
- Integrate new and existing customers into diverse electronic channels
- Accurately and efficiently process cash, check, credit, and debit payments
- Navigate the intricacies of international/foreign funds transfers and local transactions
- Balance the cash vault with precision
- Oversee and supervise a team of brand ambassadors
- Contrive and execute outlets for brand activation
- Send reports detailing milestones achieved during brand activations
- Persuade customers to purchase newly introduced brands
- Coordinate weekly requests for uninterrupted supply chain operations
- Execute clerical tasks with proficiency in data management and customer service
- Facilitate domestic and international travel arrangements
- Provide comprehensive administrative support
- Collaborate with new hires to educate them on customer service tasks, product specifications, and company protocols
- Investigate and resolve customer inquiries and complaints effectively
- Proficient in priming and issuing Debit, Credit, and Domiciliary cards to customers
- Integrate new and existing customers into diverse electronic channels
- Accurately and efficiently process cash, check, credit, and debit payments
- Navigate the intricacies of international/foreign funds transfers and local transactions
- Balance the cash vault with precision
- Oversee and supervise a team of brand ambassadors
- Contrive and execute outlets for brand activation
- Send reports detailing milestones achieved during brand activations
- Persuade customers to purchase newly introduced brands
- Coordinate weekly requests for uninterrupted supply chain operations
- Execute clerical tasks with proficiency in data management and customer service
- Facilitate domestic and international travel arrangements
- Provide comprehensive administrative support.
Cash in Transit Officer
ACCESS BANK PLC
Port Harcourt
01.2022 - 12.2022
- Responsible for identifying, assessing, monitoring, controlling, and mitigating risks to the Group, with a focus on implementing robust security protocols for cash transportation
- Maintain accurate records of cash inventory levels at branches
- Oversee the consistency and timely replenishment of cash at off-site ATMs
- Utilize 'Processmaker' and 'Flexcube Oracle' bank applications to accurately record and document all cash supply and evacuation transactions
- Supervise and coordinate the activities of drivers, security personnel, and logistics teams involved in cash-in-transit operations
- Implement and optimize logistics strategies to enhance the overall supply chain
- Cultivated and maintained strong relationships with a diverse portfolio of clients
- Contributed to the development and implementation of marketing strategies
- Provided expert advice on various banking and financial products to clients
- Identified opportunities for cross-selling additional products to existing clients
- Collaborated with the marketing team to align promotional activities with overall business objectives
- Conducted market research to identify trends, competitive offerings, and potential business opportunities
- Collaborated with new hires to educate them on customer service tasks, product specifications, and company protocols
- Demonstrated empathy in investigating and resolving customer inquiries and complaints effectively
- Proficient in priming and issuing Debit, Credit, and Domiciliary cards to customers
- Integrated new and existing customers into diverse electronic channels
- Adept at accurately and efficiently processing cash, check, credit, and debit payments
- Navigated the intricacies of international/foreign funds transfers and local transactions
- Demonstrated keen numeracy skills in meticulously balancing the cash vault
- Oversee and supervise a team of brand ambassadors
- Craft campaigns with a deep understanding of the market, consumer behavior, and advertising psychology
- Coordinated weekly requests, ensuring uninterrupted supply chain operations
- Executed clerical tasks with proficiency in data management and customer service
- Facilitated domestic and international travel arrangements
- Provided comprehensive administrative support.
Relationship Banker/Marketing Team Member
ACCESS BANK PLC
Port Harcourt
09.2021 - 01.2022
- Cultivated and maintained strong relationships with a diverse portfolio of clients
- Contributed to the development and implementation of marketing strategies
- Provided expert advice on various banking and financial products to clients
- Identified opportunities for cross-selling additional products to existing clients
- Collaborated with the marketing team to align promotional activities with overall business objectives
- Conducted market research to identify trends, competitive offerings, and potential business opportunities.
Transaction Officer/E-Channels
ACCESS BANK PLC
Port Harcourt
10.2019 - 09.2021
- Collaborated with new hires to educate them on customer service tasks, product specifications, and company protocols
- Demonstrated empathy in investigating and resolving customer inquiries and complaints effectively
- Proficient in priming and issuing Debit, Credit, and Domiciliary cards to customers
- Integrated new and existing customers into diverse electronic channels
- Adept at accurately and efficiently processing cash, check, credit, and debit payments
- Navigated the intricacies of international/foreign funds transfers and local transactions
- Demonstrated keen numeracy skills in meticulously balancing the cash vault
- Collaborated with new hires to educate them on customer service tasks, product specifications, and company protocols
- Demonstrated empathy in investigating and resolving customer inquiries and complaints effectively
- Proficient in priming and issuing Debit, Credit, and Domiciliary cards to customers
- Integrated new and existing customers into diverse electronic channels
- Adept at accurately and efficiently processing cash, check, credit, and debit payments
- Navigated the intricacies of international/foreign funds transfers and local transactions
- Demonstrated keen numeracy skills in meticulously balancing the cash vault.
Brand Ambassador/Supervisor
BRANDS OPTIMAL
Port Harcourt
09.2017 - 01.2019
- Oversee and supervise a team of brand ambassadors
- Contrive and execute outlets for brand activation
- Send reports detailing milestones achieved during brand activations
- Persuade customers to purchase newly introduced brands
- Present reports to the management team utilizing expert data visualization techniques
- Craft campaigns with a deep understanding of the market, consumer behavior, and advertising psychology.
Executive Assistant
INTELS Nigeria Ltd
Port Harcourt
12.2014 - 08.2017
- Coordinated weekly requests, ensuring uninterrupted supply chain operations
- Executed clerical tasks with proficiency in data management and customer service
- Facilitated domestic and international travel arrangements
- Provided comprehensive administrative support
- Collaborated with new hires to educate them on customer service tasks, product specifications, and company protocols
- Demonstrated empathy in investigating and resolving customer inquiries and complaints effectively
- Proficient in priming and issuing Debit, Credit, and Domiciliary cards to customers
- Integrated new and existing customers into diverse electronic channels
- Adept at accurately and efficiently processing cash, check, credit, and debit payments
- Navigated the intricacies of international/foreign funds transfers and local transactions
- Demonstrated keen numeracy skills in meticulously balancing the cash vault
- Provided comprehensive administrative support.
Education
Diploma of Higher Education - Hospitality Management and Tourism
Alison Courses
09.2022
Higher National Diploma (HND) - Power Machinery Engineering
Federal Polytechnic Nekede - Owerri
10.2017
National Diploma (ND) - Agricultural Engineering
Federal Polytechnic Nekede - Owerri
11.2014
Masters of Science (MSc) - Financial Engineering
WorldQuant University- United States of America
Skills
- Customer-Centric Approach
- Team Leadership
- Strategic Financial Planning
- Exceptional Communication
- Sales Optimization
- Comprehensive Financial Services
- Technology Integration
- Customer Service Excellence
- Risk Management Acumen
- Document Precision
- Database Expertise
- Technological Proficiency
Certification
- Managing Groups and Employee Interaction, Alison Course, [2022]
- Customer Service Skills, Alison Course, [2022]
- Virtual Administrative Assistant, ALX, [2022]
- Financial Modelling and Valuation, CFI, [2022]
- Corporate Finance Fundamentals, CFI, [2022]
- Financial Analysis Fundamentals, CFI, [2022]
- Corporate & Business Strategy, CFI, [2022]
- Budgeting & Forecasting, CFI, [2022]
- FP&A Monthly Cash Flow Forecasting, CFI, [2022]
- Fundamentals of Digital Marketing, Google Career, [2020]
Timeline
Relationship Manager
First City Monument Bank
05.2024 - Current
Trade Finance Consultant
Euro-Exim Bank
11.2023 - Current
Customer Services Representative
ACCESS BANK PLC
01.2023 - 10.2023
Cash in Transit Officer
ACCESS BANK PLC
01.2022 - 12.2022
Relationship Banker/Marketing Team Member
ACCESS BANK PLC
09.2021 - 01.2022
Transaction Officer/E-Channels
ACCESS BANK PLC
10.2019 - 09.2021
Brand Ambassador/Supervisor
BRANDS OPTIMAL
09.2017 - 01.2019
Executive Assistant
INTELS Nigeria Ltd
12.2014 - 08.2017
Diploma of Higher Education - Hospitality Management and Tourism
Alison Courses
Higher National Diploma (HND) - Power Machinery Engineering
Federal Polytechnic Nekede - Owerri
National Diploma (ND) - Agricultural Engineering
Federal Polytechnic Nekede - Owerri
Masters of Science (MSc) - Financial Engineering
WorldQuant University- United States of America