Steve Ogunjimi Email & Phone Number

Toronto, Ontario, Canada

• Provide customer support and account management to clients • Respond to queries, complaints, and requests from clients via phone, email, or in person• Build positive and long-term relationships with clients by understanding their needs and preferences• Cross-sell and upsell additional products and services that can benefit the clients• Maintain records of all contact with clients using CRM system• Solicit for referral from customer and keep up with customer regularly

Quebec, Canada

• Built rapport with clients to identify their needs and sell life insurance solutions as per quality call flow and sales guidelines.• Advised clients on optimal coverages and policies and identified and capitalized on cross-selling opportunities based on their needs.• Served as a key liaison between insurance companies and clients and delivered stellar services to maximize satisfaction and retention.• Recommended the purchase of annuities as relevant, interviewed prospects to gather key data, and continuously expanded client base.• Built trust-based relationships with team members and clients and leveraged Salesforce to facilitate communication and collaboration.

Lagos,Nigeria

• Engaged with clients in all areas of the branch and in the community to uncover banking needs and identify sales/referral opportunities.• Leveraged cutting-edge technology solutions to deliver compelling client presentations and memorable experiences translating into sales.• Responded to inbound calls, using active-listening and people skills to build rapport and recommend solutions based on client needs.• Took ownership of resolving and preventing client banking issues and maintained positive relationships with valuable partners.. ● Prospecting new Commercial Banking, Small Business client and relationship Management● Leveraged sales enablers, including sales planning, prospecting, and pre-call planning tools in order to acquire new clients and generate leads.● Identified risks and takes appropriate actions, including all documentation and other regulatory requirements to maintain operational integrity.● Maintained the confidentiality of customer and bank information in compliance with bank policies and procedures.● Promoted the sales of various digital products of the bank like mobile application, internet banking while promoting regular usage through educating and guiding clients on how to use it● Drive trade finance prospective and existing clients.● Delivered value – added financial advice and solutions that are tailored to needs of clients/customers.

Lagos, State, Nigeria

• Sold the bank’s array of financial solutions to commercial clients with a focus on meeting all their needs and facilitating transactions.• Reviewed and analyzed accounts that qualified for migration from SME, trader account, and unregistered customer trading in their personal names to commercial segment, successfully increasing the number of borrowing customers across the branch and region.• Assessed clients’ financial projections and business plans before presenting loan requests to the bank’s regional credit department.• Supported deployment of E-business solutions and POS terminals in the region, increasing their number from 35 to 80+ in 8 months.• Played a pivotal role in meeting the collective target of answering 80% of calls within 20 seconds, with 70%-85% quality scores.• Strategically acquired large commercial accounts from outside the region to help the balance sheet of the region’s smaller-sized SMUs.

Certificate Of Recognition, Professional Exellence In Financial Services, Distinction

Pmp, Project Management

Bachelor'S Degree, Banking & Finance