
Helen Udekwesi
@helenudekwesi
I build lasting client relationships and improve retention, service delivery, and operations in financial services.
What I'm looking for
I've spent 15+ years supporting high-value clients and financial-services operations, most recently at Citibank Nigeria.
As a Relationship Associate, I managed client relationships, developed renewal and retention strategies, and used HubSpot to monitor client health, renewal milestones, and pipeline activity.
I partnered with credit and treasury teams to resolve service issues, reviewed financial statements to identify risks, and supported pricing and retention discussions.
Across trade operations and banking, I've managed documentation, disputes, AML reporting, reconciliations, multi-currency operations, and process improvements while maintaining accurate, responsive service delivery.
Experience
Work history, roles, and key accomplishments
Relationship Associate
Citibank Nigeria
Jul 2021 - Jan 2026 (4 years 6 months)
Managed high-value client relationships and developed tailored renewal and retention strategies. Used HubSpot CRM to track client health and coordinate with credit and treasury teams.
Trade Specialist
Citibank Nigeria
Feb 2020 - Jun 2021 (1 year 4 months)
Managed trade documentation and operational processes in line with compliance and risk standards. Audited digital trade platforms and supported improvements to operational turnaround times.
Bank Teller
Citibank Nigeria
Apr 2014 - Jan 2020 (5 years 9 months)
Processed high-volume banking transactions and reconciliations with strong attention to accuracy and controls. Prepared AML reports and managed multi-currency cash operations with zero variance.
Executive Assistant
ExxonMobil Oil Producing Unlimited
Mar 2010 - Apr 2011 (1 year 1 month)
Coordinated international travel, logistics, scheduling, and administrative support for executive leadership. Managed expense reporting and supported departmental financial audits.
Education
Degrees, certifications, and relevant coursework
Excelerate
Certificate, Environmental Social Governance
Completed a remote internship in Environmental Social Governance Benchmarking, in partnership with Grant Thornton.
Chukwuemeka Odumegwu Ojukwu University
Bachelor of Science, Public Administration
2005 - 2009
Earned a Bachelor of Science in Public Administration from Chukwuemeka Odumegwu Ojukwu University.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Salary expectations
Social media
Job categories
Skills
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