Summary
Overview
Work History
Education
Certification
References
Timeline
Generic

Rich Okis

Regina

Summary

With over seven years of experience, this highly motivated financial professional specializes in financial analysis, fiscal planning, budget monitoring, and office management. Expertise lies in providing comprehensive financial advisory services and adeptly managing diverse inquiries, supported by a proven track record in financial analysis and budgeting.

A commitment to continuous improvement and accountability drives performance optimization in the public sector. Skill sets include exceptional organizational, interpersonal, and communication capabilities, enhanced by a profound understanding of budgeting and forecasting principles, as well as financial accounting.

Proficiency extends to managing revolving and special purpose funds, applying innovative financial strategies to streamline processes and achieve business goals. Driven by a dedication to client satisfaction, there is a consistent pursuit of innovative solutions, leveraging analytical thinking to optimize financial strategies. Additionally, well-versed in environmental laws and regulations, ensuring compliance and fostering sustainable financial practices.

Overview

11
11
years of professional experience
5
5
years of post-secondary education
1
1
Certification

Work History

Digital Support

Permanent TSB
08.2023 - Current
  • Engaged with customers to understand needs and digital capabilities, enhancing customer satisfaction and digital adoption.
  • Provided tailored solutions to meet financial service needs.
  • Ensured customer interactions aligned with legislative and regulatory policies, offering customized solutions that met compliance standards.
  • Contributed proactively to business objectives within a controlled and compliant framework, achieving 15% increase in customer engagement metrics.

Patient Scheduling Representative

RelateCare
12.2021 - 08.2023
  • Personalized consumer experiences to increase brand loyalty, contributing to 10% rise in patient retention rates.
  • Ensured personalized and efficient responses to service needs.
  • Resolved consumer inquiries and concerns through effective communication, improving customer satisfaction scores by 12%.
  • Worked independently to manage scheduling tasks and client interactions effectively.
  • Delivered presentations at industry events, showcasing company offerings and demonstrating subject matter expertise to enhance credibility and generate new business opportunities

Relationship Officer

Access Bank Plc
03.2019 - 08.2021
  • Identified and assessed risks associated with financial transactions, enhancing risk mitigation by 22%.
  • Provided appropriate financial advice and support.
  • Processed loan applications and documentation in compliance with bank policy, resulting in 30% increase in approved loan applications.
  • Conducted financial analysis and prepared reports to support decision-making processes.
  • Monitored and tracked financial performance metrics to ensure alignment with budgetary goals.
  • Committed to client satisfaction by providing high-quality financial services and support.

Relationship Officer

Diamond Bank Plc
07.2018 - 02.2019
  • Analyzed financial data and customer transactions to detect suspicious activities, increasing detection rates by 20%.
  • Enhanced banking experience with effective solutions.
  • Monitored transactions for potential money laundering or terrorist financing indicators, contributing to enhanced security measures.
  • Prepared monthly and quarterly financial reports, including revenue forecasts and expenditure analysis.
  • Worked independently to manage client relationships and financial analysis tasks.

Sales and Service Officer

Diamond Bank Plc
03.2015 - 06.2018
  • Met client expectations for efficiency, correctness, and professionalism, achieving 95% customer satisfaction rate.
  • Provided efficient and accurate financial services.
  • Maintained up-to-date customer information using CRM systems, increasing data accuracy by 18%.
  • Assisted in budget preparation and tracking of financial performance against forecasts.
  • Consistently committed to client satisfaction through high-quality service delivery.

Personal Banking Officer

Diamond Bank Plc
02.2014 - 03.2015
  • Assisted clients in opening, managing, and optimizing their bank accounts and services, resulting in10% increase in new account openings.
  • Provided comprehensive financial advisory services.
  • Helped clients make informed financial decisions.
  • Worked independently to manage banking services and client interactions.

Associate Consultant

Quanteq Technology Services Limited
08.2013 - 02.2014
  • Prepared proof of concept simulation environments and planned pilot deployments, ensuring successful implementation of technology projects.
  • Conducted data analysis to support financial decision-making and project planning.

Education

Master of Science in Financial Technology -

Dublin Business School
Ireland
09.2021 - 05.2022

Bachelor of Science in Accounting -

Madonna University
Nigeria
07.2006 - 05.2010

Certification

Indigenous Canada (University of Alberta), June 2024

References

Available upon request.

Timeline

Digital Support

Permanent TSB
08.2023 - Current

Patient Scheduling Representative

RelateCare
12.2021 - 08.2023

Master of Science in Financial Technology -

Dublin Business School
09.2021 - 05.2022

Relationship Officer

Access Bank Plc
03.2019 - 08.2021

Relationship Officer

Diamond Bank Plc
07.2018 - 02.2019

Sales and Service Officer

Diamond Bank Plc
03.2015 - 06.2018

Personal Banking Officer

Diamond Bank Plc
02.2014 - 03.2015

Associate Consultant

Quanteq Technology Services Limited
08.2013 - 02.2014

Bachelor of Science in Accounting -

Madonna University
07.2006 - 05.2010

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Rich Okis