Hi, I’m
CHARLES EKPE
LONDON
Summary
Seasoned sales manager with extensive experience in business and finance, adept at fostering partnerships and expanding market presence.
Results-driven professional with expertise in customer service, consistently achieving targets and fostering stakeholder relationships. Adept at managing deadlines and providing top-tier service.
Results-driven expert skilled in establishing and nurturing client connections. Conducted thorough evaluations of business practices and performance data to implement strategic enhancements. Achieved significant improvements in customer satisfaction and loyalty through effective complaint resolution.
Exhibits exceptional interpersonal and communication abilities, with a proven track record in fostering positive relationships. Skilled in customer service, conflict resolution, and effective team collaboration. Prepared to apply and enhance problem-solving, negotiation, and client management skills in a dynamic role.
Dynamic professional with expertise in communication and interpersonal relations, skilled in resolving conflicts and solving problems. Demonstrates exceptional organizational capabilities and a talent for relationship management. Dedicated to enhancing client satisfaction and ensuring lasting loyalty.
Overview
2026
years of professional experience
Work history
Union Bank of Nig PLC
Business Development Manager
Job overview
- Improved service quality and increased sales by developing a strong knowledge of company’s products and service.
- Increased monthly sales by 25% by implementing strategies to develop and expand existing customer base.
- Developed a new customer base consisting of 200 accounts.
Front Line Personnel ServicesHouston, TX
Financial Service Relationship Officer
03.2019 - 09.2021
Job overview
- Provide exceptional service through in-person interactions or telephonic communication, analysing and understanding client financial requirements.
- Facilitate client interactions through relevant product suggestions, managing initial account configurations, or directing clients to financial associates.
- Act as chief point of contact for new account openings whilst advancing promotion of supplementary products and services via focused outreach efforts to clients and prospects.
- Refine team sales process by responding to identified client requirements and connecting with appropriate business divisions (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services).
- Assist clients in resolving issues related to deposit, credit, and other products and services.
- Enhanced service procedures to deliver outstanding client service by performing account reconciliations, updating addresses, terminating payments, closing accounts, transferring funds, and fulfilling check order requests.
- Comply with internal controls, operational procedures, and risk management standards.
- Contributed to applicable training sessions and finalised computer-based training programmes.
- Review and analyse changes in policies and procedures for adherence to established guidelines.
- Executed diverse teller transactions, such as accepting deposits and processing loan payments. Cashed checks within limits, seeking additional authorisation when required. Issued money orders and cashier’s checks while managing savings bond redemptions. Independently handled complex transactions to drive operational efficiency. Contributed to team efforts in maintaining exceptional service quality for clients.
- Emphasise customer satisfaction through swift, compassionate needs management
- Optimised client account transactions involving cash and credit payments.
- Facilitated swift processing of approximately 40 transactions each day
- Audited and balanced cash amounts at start of shift, confirming fund accuracy before shift conclusion.
- Directed opening and closing processes, including cash drawer reconciliation and vault deposits.
Front Line Personnel ServicesHouston, TX
Financial Service Relationship Officer
03.2019 - 12.2025
Job overview
- Provide exceptional quality service in-person or via phone, assessing and addressing client financial needs.
- Actively engage clients in dialogue, facilitating suitable product recommendations, establishing and managing basic accounts or directing clients to a financial partner.
- Act as main point of contact for new account openings while cross-selling additional products and services to clients and prospects through proactive and reactive engagement
- Facilitate team sales process by addressing or directing identified client needs to diverse business lines (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services).
- Act as primary contact for client issue resolution concerning deposits, credits, and various products and services.
- Facilitated service processes to guarantee exceptional client service through account reconciliation, address modifications, stop payments, account closures, transfers, and processing check orders.
- Comply with internal controls, operational procedures, and risk management policies.
- Attends relevant training classes and completes computer-based training.
- Monitor all changes in policies and procedures to uphold compliance with current guidelines.
- Executed teller transactions including deposits, loan payments, and cash checks with necessary authorisation. Issued money orders, cashier’s cheques, and redeemed savings bonds efficiently. Verified cash and endorsements to maintain compliance with banking regulations. Assisted in complex transactions, ensuring accuracy and customer satisfaction. Collaborated with team members to deliver exceptional service to customers.
- Prioritised customers by addressing needs with urgency and empathy.
- Handled and recorded cash and credit payments to client accounts.
- Executed an average of 40 transactions daily with efficiency
- Calculated and reconciled cash amounts at shift commencement, ensuring funds balanced by shift closure
- Executed store opening and closing procedures, including cash drawer reconciliation and vault deposits.
- Maintains organised and comprehensive customer files
- Verifies all documentation is present in credit files and oversees Tickler reports
- Guarantees completion of past-due consumer loan collections in accordance with policy.
- Establishes and manages personal and commercial accounts, encompassing Checking, Savings, Certificates of Deposit, Health Savings Accounts (HSA), and Individual Retirement Accounts (IRA).
- Drove new business development and expanded existing customer relationships. Assessed and addressed customers’ banking needs to provide tailored solutions. Obtained and processed customer and account information efficiently. Sold bank deposit and loan products to enhance service offerings.
- Processes orders for ATM and debit cards, checks, foreign currency, and domestic and international wire transfers accurately and swiftly as required.
- Analysed business customers to determine required documentation and optimal account types. Cross-sold products to new and existing customers to drive revenue growth.
- Addresses customer inquiries concerning products, fees, and services promptly and efficiently.
- Engages in professional, business and community activities, organisations and events to maintain visibility within community.
- delivers exceptional customer service to internal and external clients
- Resolve customer inquiries or redirect to suitable staff
- Develops, manages, modifies and reconciles spreadsheets and various accounts.
- Conducts residential real estate valuations as requested.
Central Bank of Houston TXHouston, TX
Relationship Officer
09.2021 - 07.2025
Job overview
- Emphasise customer-first approach through prompt and compassionate response to needs.
- Handled and reconciled cash and credit payments within client accounts.
- Managed processing of 40 transactions per day in a prompt manner
- Monitored and confirmed cash totals at beginning of shift and ensured balanced funds before shift closure.
- Oversaw opening and closing procedures for store, encompassing cash drawer counting and vault deposit handling
- Confirms all documentation resides in credit files while tracking Tickler reports
- Confirms that collection of past-due consumer loans complies with policy
- Establishes and oversees new personal and commercial accounts, which include Checking, Savings, Certificates of Deposit, Health Savings Accounts (HSA), and Individual Retirement Accounts (IRA).
- Expanded existing customer relationships while developing new business opportunities. Handled assessment of customers’ banking needs to provide tailored services. Processed customer information accurately to support sales of bank products.
- Facilitates accurate and timely processing of orders for ATM and Debit cards, checks, foreign currency, and wires for domestic and international transactions
- Conducted analysis of business customers to identify required documentation and suitable account types. Cross-sold effectively to new and existing customers, driving revenue growth.
- Handles customer requests related to products, fees, and services in a timely and effective manner.
- Involves self in professional, business and community activities, organisations and events to maintain presence in community.
Citibank N AHouston, TX
Personal Banker
05.2013 - 03.2019
Job overview
- Elevated monthly sales by 45% through strategic enhancement of existing customer base
- Processes consumer loan applications, evaluates credit checks, and determines applicant's creditworthiness.
- Engages with manager regarding loan surpassing lending limit or necessitating assistance with underwriting.
- Organises and updates comprehensive customer files
- Verifies inclusion of all documentation within credit files and oversees Tickler reports
- Guarantees completion of past-due consumer loans collection in compliance with policy.
- Initiates and sustains new personal and commercial accounts, encompassing Checking, Savings, Certificates of Deposit, Health Savings Accounts (HSA), and Individual Retirement Accounts (IRA).
- Developed new business opportunities while expanding existing customer relationships. Assessed customers' banking needs and processed account information efficiently. Sold bank deposit and loan products, driving revenue growth.
- Processes orders for ATM and debit cards, checks, foreign currency, and domestic and international wire transfers accurately and promptly as required.
- Conducted thorough analyses of business customers to determine optimal account types and required documentation. Cross-sold services effectively to new and existing customers, enhancing overall engagement. Ensured accuracy and efficiency in customer evaluations to streamline account setup processes.
- Addresses customer inquiries about products, fees, and services with promptness and efficiency.
- Engages in professional, business, and community activities, organisations, and events to maintain visibility within community
- Delivers outstanding customer service to internal and external stakeholders.
- Responds to customer inquiries or directs to relevant staff
- Develops, manages, modifies, and reconciles spreadsheets and various accounts.
- Evaluates residential real estate valuations as requested.
Wells Fargo Bank N AAtlanta, GA
Customer Relationship Officer
03.2010 - 05.2013
Job overview
- Developed growth plans by identifying key clients, key targets and priority service lines. Leveraged lead generation tools to increase profitability and product presence in the marketplace.
- Perform transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks and redeeming savings bonds.
- Perform more complex transactions such as: A. large commercial deposits; B. close out transactions; C. cash advances.
- Provide professional client service, which includes, but is not limited to: performing accurate transactions, welcome the client, smiling, using the client’s name during the transaction, and thanking each client for his or her business.
- Adhere to internal controls, operational procedures as outlined in Branch Operations Manual (BOM), and risk management policies. Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines.
- Support team sales process by making client calls, checking for client offers, and identifying client needs or opportunities fulfilling the need or referring the client to the appropriate branch team members or specialist.
- Ensures high-level client service by performing basic client service maintenance (e.g. account reconciliation, address changes, stop payments, transfer, processing check orders).
- Contact for new account openings and problem resolution, cross-selling or referring applicable products.
Hampton Inn HotelsAtlanta, GA
Sales Manager
01.2007 - 02.2010
Job overview
- Established customer retention and sales goals through team-led sales calls. Implemented annual Sales and Marketing plan, driving strategic initiatives. Engaged key accounts and potential clients through targeted sales calls. Optimised revenue opportunities to maximise financial outcomes.
- Strategically chase revenue objectives and efficiently employ yield management and revenue enhancement tools.
- Establish and nurture connections with Chamber of Commerce, Convention and Visitors Bureau, other hotels, local educational institutions, government bodies, and community organisations to maintain positive community standing.
- Demonstrated integrity while taking ownership of team and individual responsibilities. Promoted collaboration through effective communication practices. Maintained a positive work atmosphere adhering to Standard Operating Procedures. Consistently met revenue targets for all business segments by implementing best practices.
- Developed monthly sales forecasts, ensuring a steady flow of business year-round. Maintained communication with General Manager and Corporate regarding forecast updates for effective planning.
Education
Imo State UniversityOwerri, Imo, Nigeria
Bachelor of Science from Management
Skills
- Customer service excellence
- Team collaboration
- Relationship building
- Financial product knowledge
- Empathy and understanding
- Client engagement
- Product recommendation
- Financial analysis
- Customer service-oriented
- Client retention
- Empathy and compassion
- Resilience under pressure
Availability
See my work availability
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Available
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Timeline
Relationship Officer
Central Bank of Houston TX
09.2021 - 07.2025
Financial Service Relationship Officer
Front Line Personnel Services
03.2019 - 09.2021
Financial Service Relationship Officer
Front Line Personnel Services
03.2019 - 12.2025
Personal Banker
Citibank N A
05.2013 - 03.2019
Customer Relationship Officer
Wells Fargo Bank N A
03.2010 - 05.2013
Sales Manager
Hampton Inn Hotels
01.2007 - 02.2010
Imo State University
Bachelor of Science from Management
1 2006
Business Development Manager
Union Bank of Nig PLC