Anthony Uchegbulam Email & Phone Number

United States

Built relationships with customers through proactive outreach and follow ups by asking questions and learning about their financial needs. Built relationships with branch team members and partners so as to best serve customers.Have a deep knowledge of bank products and services and connecting those to customer needsDeveloped strong relationships with the banks’ partners so as to introduce customers to specialists who can assist with other specific financial needs. Presented… Show more Built relationships with customers through proactive outreach and follow ups by asking questions and learning about their financial needs. Built relationships with branch team members and partners so as to best serve customers.Have a deep knowledge of bank products and services and connecting those to customer needsDeveloped strong relationships with the banks’ partners so as to introduce customers to specialists who can assist with other specific financial needs. Presented options to customers about ways to make their banking easy and convenient, while ensuring the needs of the customers always come first.Opened new accounts, completing service requests, and submitting credit applications such as, unsecured personal loans and lines of both consumer and small businessIdentified potential fraud/risky accounts and taking appropriate action to prevent loss.Informed customers of self-service digital options and demonstrate them to them.Helped to resolve customer concerns and escalating issues as needed.Aided customers with domestic and international wire transfer requests.Pursued leads and potential customers to expand services and products offered.Referred customers to financial specialists in the event of specialized needs.Served as a risk leader and following policies and procedures.Promoted and cross-soled products and services based on customer needPerformed notary services within the jurisdiction and other administrative duties. Show less

Greater Philadelphia Area

Processed range of retail and commercial transactions and handled large daily financial transactions accurately.Processed and issued cashier checks, money orders, foreign currency orders.Received, verified, and processed loan and mortgage payments.Engaged customers in the lobby, to assisted, educated and informed customers on how to conduct simple transactions through self-service digital technologies. Identified potential fraud/risky accounts and took appropriate action to prevent… Show more Processed range of retail and commercial transactions and handled large daily financial transactions accurately.Processed and issued cashier checks, money orders, foreign currency orders.Received, verified, and processed loan and mortgage payments.Engaged customers in the lobby, to assisted, educated and informed customers on how to conduct simple transactions through self-service digital technologies. Identified potential fraud/risky accounts and took appropriate action to prevent loss.Complied with all operational, security, control, policies and procedures.Adhered to all policies, procedures, and regulations.Cross-sold bank products and services.Maintained a 99% teller balancing average.Performed and processed outgoing and in-coming shipments.Consistently met and exceeded performance objectives. Show less

Lagos, Nigeria

Coordinated and managed branch activities. Developed business plans and identified customer financial needs.Identification of market structures within the zoneManaged customer relationship.Mobilized deposits.Reported credit appraisal and analysis on time.Completed Loan disbursements, collections, monitored, recovered all.Trained and controlled field officers {Supervisor/Field Relationship Officers}Prepared weekly and monthly reports on a timely… Show more Coordinated and managed branch activities. Developed business plans and identified customer financial needs.Identification of market structures within the zoneManaged customer relationship.Mobilized deposits.Reported credit appraisal and analysis on time.Completed Loan disbursements, collections, monitored, recovered all.Trained and controlled field officers {Supervisor/Field Relationship Officers}Prepared weekly and monthly reports on a timely manner.Reported to the Zonal Director.Performed any other duties as may from time to time assigned. Show less

Lagos, Nigeria

Worked with retail customers to build and deepen relationships byuncovering financial needs and recommending the best products, services,and solutions to meet those needsOpened deposit accounts and accepted credit applications.Quoted rates, terms and programs for loan customer requests.Responded to customer inquiries and concerns, created customized solutions. Recognized, referred, and cross-sold bank products and services.Ensured that customers are connected to the… Show more Worked with retail customers to build and deepen relationships byuncovering financial needs and recommending the best products, services,and solutions to meet those needsOpened deposit accounts and accepted credit applications.Quoted rates, terms and programs for loan customer requests.Responded to customer inquiries and concerns, created customized solutions. Recognized, referred, and cross-sold bank products and services.Ensured that customers are connected to the appropriate teammate tohelp them achieve their financial goals; made that sure all sales, service andspecialized needs are met; and helped drive overall revenue growth.Ensured that customers’ needs are met by partnering with specialists andbusiness partners to understand what they offer to customers and the mosteffective way to generate business referrals. During times of high customer traffic, processed transactions accurately andefficiently to build customer confidence and trust, based on establishedpolicies and procedures.Leveraged available resources and technologies to optimize the customer experience and service with operational excellence and accuracy.Proactively managed risk in every business, product, service, and transactions. Show less

Lagos, Nigeria

Grew and managed customer base in a competitive market environment.Prospected for new accounts.Mobilized deposits (Savings, Current account, Daily Contributions, Fixeddeposit).Initiated credits for approval.Recovered loans due for repayments.Prepared field-day reports on daily basis.