Summary
Overview
Work History
Education
Skills
References
Watching football, movies,Reading,Cooking.
Timeline
Generic

PATRICK SAM

Cape Coast

Summary

Strategic and result-driven financial professional with extensive experience in relationship management, corporate finance, and financial analysis. Adept at coordinating mobile banking operations, optimizing financial processes, and driving customer engagement. Proven ability to lead teams, enhance economic efficiency, and implement performance-driven strategies.

Overview

22
22
years of professional experience

Work History

MOBILE BANKER’S COORDINATOR

MANKESSIM EBENEZER CREDIT UNION
01.2023 - Current
  • Submit weekly and monthly report of the mobile banker.
  • Conduct periodic field audit of field officers and customers education.
  • Assist in loan management.
  • Serving as the relationship officer between the union and the customers through the field officers.
  • Ensuring targets are met on timely manner.

COORDINATOR

GN BANK GHANA LTD(DUNKWA)
01.2015 - 01.2019
  • Compilation of mobile bankers field monthly reports.
  • Monitoring and supervising mobile banker’s daily mobilization and deposit.
  • Reconciliation of the customer’s passbooks.
  • Customer service operations.
  • Mobilizing for customers.

COMPLIANCE OFFICER (VOLUNTEER WORK)

S.S.N.I.T A/FOSU
01.2012 - 01.2015
  • Member registration.
  • Customer service operations.
  • Distribution of SSNIT cards and demand letters.
  • Cashiering duties.
  • Compilation of monthly return.

COMPLIANCE OFFICER (NATIONAL SERVICE)

S.S.N.I.T-ASSIN FOSU
01.2012 - 01.2013
  • Updating of Establishment Inspection Files.
  • Member Registration and Processing through the E-BOS.
  • Filing of Contribution Reports and other Documents on their respective Files.
  • Customer Service Operations.
  • Typing of Letters and Memos.
  • Processing of Benefit Claims.
  • Assembling of Claim Documents.
  • Dispatching of Letters and Documents.

LOAN OFFICER

TRUST LINK MICRO FINANCE
01.2008 - 01.2012
  • Met with applicants to obtain information for loan applications and to answer questions about the process.
  • Analyzed applicants' financial status, credit, and property evaluations to determine feasibility of granting loans.
  • Explained to customers the different types of loans and credit options that were available, as well as the terms of those services.
  • Obtained and compiled copies of loan applicants' credit histories, corporate financial statements, and other financial information.
  • Reviewed and updated credit and loan files.
  • Stayed abreast of new types of loans and other financial services and products in order to better meet customers' needs.
  • Submitted applications to credit analysts for verification and recommendation.
  • Handled customer complaints and took appropriate action to resolve them.
  • Worked with clients to identify their financial goals and to find ways of reaching those goals.
  • Negotiated payment arrangements with customers who have delinquent loans.
  • Marketed bank products to individuals and firms, promoting bank services that may meet customers' needs.

CUSTOMER CARE (INDUSTRIAL ATTACHMENT)

AGRICULTURAL DEVELOPMENT BANK
01.2010 - 01.2010
  • Customer Service Operations.
  • Account Opening Operations.
  • Credit Delivery Operations.
  • Voucher Entries.

CASHIER/CLERK

HOLY CHILD SCHOOL FARM
01.2003 - 01.2006
  • Handling all the cash transactions.
  • Checking Daily Cash Accounts.
  • Receiving payments by Cash or Cheque.
  • Maintaining Monthly, Weekly and Daily Report of Transaction.

Education

BSc. - Accounting

University College of Management Studies
01.2012

Diploma’s - Business Management & Administration, Accounting & Finance in Business & Management

Cambridge International College
01.2008

SSCE - undefined

University Practice Secondary School
01.2001

Skills

  • Have strong organizational and management skills
  • Have ability to see the big picture while focusing on the process and procedures necessary to produce deliverables
  • Meticulous attention to detail and accuracy in work product
  • Ability to meet and establish deadlines
  • Flexibility and the ability to thrive in a fast-paced environment
  • Excellent interpersonal skills and a team player

References

  • GORDON FIIFI, BOTCHWEY, FormerBranch Manager, 0501328669, GN BANK, Dunkwa, Dunkwa
  • MR.BERNARD, ARHIN, Branch Accountant, 0243370435, SSNIT, Somanya, Somanya

Watching football, movies,Reading,Cooking.

Watching Football – Beyond entertainment, watching football shows my ability to break down tactics, recognize leadership abilities, and enjoy team dynamics. Understanding how players communicate, adjust their plans, and execute plays when under pressure enhances my ability to work effectively with others, think strategically, and make quick decisions—all skills required in any workplace.
Films and Storytelling – The fact that I enjoy films shows a good sense of creativity, attention to detail, and narrative structure. Whether it is examining plot development, understanding character motivations, or recognizing visual storytelling techniques, I have developed a keen ability for critical thinking, concise communications, and creative thought—qualities that benefit marketers, communicators, and problem solvers.
Reading and Research – Reading spurs my ongoing learning, research skills, and mental curiosity. Whether reading non-fiction, business articles, or fiction, I gain a better understanding of various viewpoints and build a more robust analytical mind, comprehension, and adaptability. This practice hones my capacity to assimilate complex information and transform ideas into practical implementations, making me a better-informed and more useful professional.
Cooking and Organization – Cooking involves precision, planning, and time management. Whether experimenting with dishes or working according to a recipe, it builds creativity and adaptability. Coordination of ingredients, mixing flavors, and successfully completing a meal illustrates workplace competencies like attention to detail, juggling several things at a time, and solving issues under tight deadlines.
These interests don't just reflect personal enjoyment—they align with core workplace competencies that enhance collaboration, innovation, decision-making, and productivity.

Timeline

MOBILE BANKER’S COORDINATOR

MANKESSIM EBENEZER CREDIT UNION
01.2023 - Current

COORDINATOR

GN BANK GHANA LTD(DUNKWA)
01.2015 - 01.2019

COMPLIANCE OFFICER (VOLUNTEER WORK)

S.S.N.I.T A/FOSU
01.2012 - 01.2015

COMPLIANCE OFFICER (NATIONAL SERVICE)

S.S.N.I.T-ASSIN FOSU
01.2012 - 01.2013

CUSTOMER CARE (INDUSTRIAL ATTACHMENT)

AGRICULTURAL DEVELOPMENT BANK
01.2010 - 01.2010

LOAN OFFICER

TRUST LINK MICRO FINANCE
01.2008 - 01.2012

CASHIER/CLERK

HOLY CHILD SCHOOL FARM
01.2003 - 01.2006

Diploma’s - Business Management & Administration, Accounting & Finance in Business & Management

Cambridge International College

SSCE - undefined

University Practice Secondary School

BSc. - Accounting

University College of Management Studies
PATRICK SAM