ELIZABETH AWODEYI
9A UPTON PLACE BONNYRIGG,NSW
Summary
Dynamic Relationship Associate with NAB, skilled in stakeholder management and customer service. Achieved a high reduction in KYC errors through meticulous attention to detail. Proven ability to build rapport and deliver tailored financial solutions, enhancing client satisfaction and loyalty. Strong communicator and team player, dedicated to fostering lasting client relationships.
Overview
7
7
years of professional experience
Work History
Relationship Associate
NAB
03.2021 - Current
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
- Collaborated with internal teams to develop customized financial solutions for clients'' unique situations.
- Strengthened client relationships by consistently providing exceptional service and support.
- Obtaining and reviewing Customer documents for KYC onboarding, lending, and compliance
- · Onboarding customers for Customer Due Diligence review
- Developed strong rapport with clients by actively listening to their needs and demonstrating genuine concern for their financial wellbeing.
- Managed confidential client information with the utmost discretion, adhering to all relevant data protection regulations and protocols.
- Mentored new Relationship Associates, sharing best practices and valuable industry insights that contributed to their professional development.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Supported special projects as needed under the guidance of senior Relationship Managers, gaining valuable exposure to high-level strategies.
- Verified accuracy of customer onboarding files, resulting in 94% reduction in KYC errors and check reissues.
Customer Advisor
NAB
04.2019 - 03.2021
- Demonstrated strong time management skills by effectively handling multiple customer interactions simultaneously while maintaining a high level of service quality.
- Answered customer service inquiries via telephone, email and chat platform to address customer needs and promote optimum outcomes.
- Maintained up-to-date knowledge of industry trends and competitor offerings to better serve clients and address inquiries effectively.
- Guided customers through product selection, offering tailored recommendations based on individual needs.
- Documented customer interactions in internal database to maintain complete customer service history.
- Managed customer complaints with empathy and professionalism, resulting in resolved issues and improved relationships.
- Increased customer loyalty by consistently delivering a high level of service that exceeded expectations.
- Educated customers on product features, benefits, and usage tips, increasing their confidence in making informed decisions.
- Assisted in developing targeted marketing campaigns by providing insight into customer demographics, interests, and preferences based on interaction experiences.
- Followed up with customers about resolved issues to maintain high standards of customer service.
- Sought ways to improve processes and services provided.
- Trained new personnel regarding company operations, policies and services.
- Increased efficiency and performance by monitoring team member productivity and providing feedback.
Business Administration Assistant
Beyan & Sons Transport Pty Ltd
02.2018 - 04.2019
- Improved customer satisfaction by promptly addressing inquiries and resolving issues.
- Streamlined office processes by implementing efficient filing and organizational systems.
- Enhanced team productivity by providing administrative support and coordinating schedules.
- Provided exceptional customer service through timely communication and professional interactions.
- Performing data entry clerical duties, including, but not limited to, mailing, and filing correspondence,preparing payrolls, placing orders, answering calls and scheduling. Interacting with clients, visitors, and vendors
- Developed training materials for new employees which led to quicker onboarding process.
- Organized company events, boosting employee engagement and morale.
Education
CAREER QUALIFIED IN BANKING (CQiB) -
NA
01-2023
FSRA Tier 2 Certificate -
Fusion Business College
03-2018
MBA -
Obafemi Awolowo University
Nigeria02-2013
Bachelor of Science -
University of Ibadan
Nigeria 03-2006
Skills
- Persuasion techniques
- Customer service
- Time management
- Attention to detail
- Strong Knowledge of AML and Financial Crime
- Strong written and verbal communication skills
- Strong stakeholder management and relationships skills
- Relationship building and management
Timeline
Relationship Associate
NAB
03.2021 - Current
Customer Advisor
NAB
04.2019 - 03.2021
Business Administration Assistant
Beyan & Sons Transport Pty Ltd
02.2018 - 04.2019
CAREER QUALIFIED IN BANKING (CQiB) -
NA
FSRA Tier 2 Certificate -
Fusion Business College
MBA -
Obafemi Awolowo University
Bachelor of Science -
University of Ibadan
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