Daniel Dwamena Email & Phone Number

Ottawa, On, Ca

Ottawa, Ontario, Canada

Ottawa, Ontario, Canada

-Conduct financial data analytics on applicant’s financial status, assets, and liabilities to determine their feasibility for credit facilities.-Manage stakeholder communication and expectations, gather requisite information to ensure wealth and small business partners can facilitate the successful implementation of financial plans and business growth.-Leverage interactive and demonstrative software toolkits such as Microsoft Excel and TD Financial Calculator to aid in the value provision of customized financial solutions for clients.- Lead full account management process flow from open to close by establishing and maintaining strong sustainable client relationships and implementing key organizational policies.

Ottawa, Ontario, Canada

- Built engaging training, learning and development content for new associates across the company. This increased associate learning engagement by 40% in total.-Interacted with customers to ascertain their banking needs and partner with commercial team in developing, delivering, and implementing solutions to those needs which ultimately drove business growth by 25%.-Proactively advertised newly developed promotions by leveraging suggestive upselling for banking products. This increased sales by 48%.-Collaborated with the commercial team to develop strategic long term promotion sustainability plan to make the customer experience more engaging and efficient. This plan was implemented at the regional level across the organization.Key Accomplishments-An outstanding record of over 20 transactions in an hour with intentional and major attention to detail.-Successfully met 100% processed standard teller deadlines which included but not limited to loan payments acceptance, safety deposit box payments, cash cheques and so on.-Maintained key client relationships with over 50 regulars establishing friendly rapport making the branch clients’ top five favorites.

Ottawa, Ontario, Canada

Ottawa, Ontario, Canada

-Performed due diligence for different companies across different industries to facilitate the visibility of their position within the market. This helped inform varied growth strategies for these companies to pivot to the next level.-Implemented ERP systems and excel macro to standardize interview data analysis, resulting in efficient data collection and 35% reduction in cost and turnaround time.-Managed cross-functional team stakeholders and collaborated with business development, data analysts, operations, and marketing team to establish the baseline for interview data.

Diploma Of Education, Advertising And Marketing Communications

Bachelor Of Arts - Ba, Communication And Media Studies

High School Diploma, Visual Arts