Oluwaseun Ayoade
London,United Kingdom
Summary
Treasury Associate with proven expertise in cash management within financial institutions, enhancing client relationships and reducing risks through strategic initiatives. Demonstrated success in outreach and cross-selling, driving revenue growth. Skilled in MS Excel, Word, PowerPoint, Power BI, Bloomberg, and corporate treasury operations, with a strong focus on financial reporting and analysis.
Overview
7
7
years of professional experience
Work history
Treasury Associate (FIG) Front Office
Bank of America Merrill Lynch
London
05.2022 - Current
- Supporting financial institution clients with all aspects of cash management, and managing expectations with regular updates.
- Collaborating with relationship banks to ensure transaction settlement, regular treasury activity, and support for ad-hoc transactions.
- Collaborating with global senior stakeholders to ensure client escalations are resolved in a timely manner.
- Maintained risk managemnet startegies to protect against adverese market movements.
- Identified and mitigated financial risks, including interest rates, foreign exchange, and credit risks.
- Evaluated and lead-generated investment opportunities for long-term cash reserves.
- Leveraging industry and product knowledge to deepen client relationships, and mitigate risk.
- Partnering with internal teams such as Product, Operations, Technical Support, Fulfilment, and Trade to provide a seamless delivery to the client.
Fraud Account Specialist III
J.P. Morgan Chase
Edinburgh
09.2021 - 05.2022
- Conducted ongoing transactional monitoring and investigations on existing customer accounts to combat potential AML (Anti-money Laundering) and financial crime risks via a range of checks & controls (such Source of Wealth, Transaction Volume and Withdrawal Payment checks).
- Subject matter expert (SME) and escalation point for internal concerns or suspicions relating to financial crime matters,
- Supported the enhanced due diligence (EDD) requirements of higher-risk customers including Politically Exposed Persons (PEPs) and those with Adverse News concerns.
- Supported with the testing, mapping and enhancement of financial crime controls in line with internal requirements.
- Summarized emerging trends and risk-areas to report to senior management along with regular metrics for internal stakeholders.
- External reporting of Suspicious Activity Reports (SARs) to the National Crime Agency (NCA)
Senior Customer Service Advisor
Lloyds Banking Group (Halifax)
Welwyn Garden City, Hertfordshire
01.2019 - 08.2021
- Developed and maintained an in-depth knowledge of banking products and services.
- Served as the first point of contact for daily cash management and customer queries, providing prompt and effective solutions.
- Proactively reached out to Wealth clients, ensuring the accuracy and currency of personal data.
- Spearheaded lead generation initiatives to promote savings accounts and competitive mortgage rates through cross-selling and marketing.
- Conducted daily balancing of cash tills and bulk safe, ensuring accuracy and compliance.
Education
Bachelor of Arts - Finance and Accounting
University of Hertfordshire
HatfieldSkills
- Proficient in MS Excel, MS Word and MS PowerPoint and MS Power BI
- Data Analysis
- Bloomberg
- Corporate Treasury Operations & Strategy
- Senior stakeholder Management
- Financial Reporting and Analysis
- Project Planning and Management
- Cash management
- Risk Management
Timeline
Treasury Associate (FIG) Front Office
Bank of America Merrill Lynch
05.2022 - Current
Fraud Account Specialist III
J.P. Morgan Chase
09.2021 - 05.2022
Senior Customer Service Advisor
Lloyds Banking Group (Halifax)
01.2019 - 08.2021
Bachelor of Arts - Finance and Accounting
University of Hertfordshire
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