Summary
Overview
Work history
Education
Skills
Timeline
Generic

Peter Adeoye Okuyemi

City of London,LON

Summary

A highly accomplished and client-focused professional. I'm seeking a Mortgage Advisor opportunity where I can leverage my extensive experience in diverse banking and investment products. My expertise spans deposit accounts, loans, and comprehensive transactional support, including setting up services, fund transfers, and complex issue resolution.

I bring a proven ability to significantly contribute to a progressive organization, driven by a positive, upbeat demeanor and strong communication and problem-solving skills. I excel at building lasting client relationships and delivering exceptional customer service.

My track record consistently demonstrates outstanding performance ratings, exceeding company targets and service expectations. I'm flexible with working hours, willing to travel across London and its surrounding areas, and hold both British nationality and a full, clean driving license.

Overview

9
9
years of professional experience
22
22
years of post-secondary education

Work history

Universal Banker

HSBC
City of London
10.2018 - Current
  • Repeatedly earned top ratings for Conduct and Performance Results.
  • Drove a 20% increase in mortgage advisor referrals from branch operations
  • Delivered first class inbound and outbound customer service by employing outstanding active listening skills, detailed product knowledge and call handling expertise.
  • Studying towards completing wealth management exams(R02-R06)
  • Arranging Decision in principle, residential mortgages, Buy to Let mortgages, remortgages and Home Insurance
  • Consistently met service quality targets by maintaining in-depth knowledge of bank products, services and best practices.
  • Confidently handled customer enquires and transactions within high volume call environment.
  • Nurtured strong client relationships to boost satisfaction and loyalty.
  • Proactively channelled customer feedback to relevant departments to promote continuous process improvement.
  • Provided first line operational support to all points of purchase by face to face, email and telephone.
  • Managed client inquiries and acted as the main point of contact while the mortgage advisor was out."
  • Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
  • Identified and mitigated potential fraud and transaction risks
  • Delivered first class inbound and outbound customer service by employing outstanding active listening skills, detailed product knowledge and call handling expertise.

Sales Assistant

Marks and Spencer
City of London
09.2016 - 04.2019
  • Greeting customers.
  • Be involved in stock control and management.
  • Assisting customers with locating products.
  • Balancing cash registers with receipts.
  • Dealing with customer refunds.
  • Responsible for dealing with customer complaints.

Education

BBA - R05 Financial Protection

Chartered Insurance Institute
City of London
04.2001 - 08.2023

Level 3 Cert CII - CF6 Mortgage Advice

Chartered insurance Institute
City of London
04.2021

Level 4 Cert CII - RO1 Financial Services, Regulation and Ethics

Chartered Insurance Institute
City London
06.2019

Advanced Diploma - Business & Finance, Business law

Anglia Ruskin University
Essex
10.2014

Diploma - Financial services, financial planning

Orpington College
Kent
2009

Certificate in financial planning (C) - Finance

Orpington College
Kent
2008

Skills

  • Strong understanding of Banking, Insurance, Mortgage, and Financial Instruments sector
  • Financial Services Specialist
  • Quick to develop strong working relationships and to engage with multifunctional teams
  • Comprehensive working knowledge of IT suites including Microsoft Office, Apple's Pages, CRM software
  • Strong problem solving abilities
  • Fraud detection and prevention
  • Banking operations
  • Mortgage market trends
  • CII qualified
  • UK Mortgage Regulation

Timeline

Universal Banker

HSBC
10.2018 - Current

Sales Assistant

Marks and Spencer
09.2016 - 04.2019

BBA - R05 Financial Protection

Chartered Insurance Institute
04.2001 - 08.2023

Level 3 Cert CII - CF6 Mortgage Advice

Chartered insurance Institute

Level 4 Cert CII - RO1 Financial Services, Regulation and Ethics

Chartered Insurance Institute

Advanced Diploma - Business & Finance, Business law

Anglia Ruskin University

Diploma - Financial services, financial planning

Orpington College

Certificate in financial planning (C) - Finance

Orpington College
Peter Adeoye Okuyemi