A highly competent, motivated and enthusiastic French speaker with five years of experience in the Banking sector,
working as part of a team in a busy office environment.
Entreprises
Royal Bank of Canada
- Credit Administrator
Toronto2016 - 2016• Daily processing of drawdown, rollover, repayment and prepayment
• Claim and Collection of principal interest and fees relating to the above products
• Maintenance of all customers records on RIBS
• Maintenance and control of Client Credit Monitoring System
Credit Agricole Insurance
- Claims Manager
2016 - maintenant• Take into account the statement of every type of claim
• Verify the risk conformity and validate guarantees
• Analyze the problem and solve the situation of the customer while respecting the risk
• Lead all the technical actions required by the file
C5 Communication
- Delegate Sales Executive
2015 - 2016• Conduct research on upcoming and current events
• Communicate on a daily basis with current clients
• Negotiate and convert interest into confirmed delegate bookings
• Upkeep and maintain accurate client records in company CRM
Royal Bank of Canada
- Specialized Services Officer
Toronto2014 - 2015• Make entries of data to Synergy to support the Credit Department
• Verify customer’s details to match the Company requirements
• Organize the Legal Documents for Atlantic/Ontario and Quebec District
• Obtain information under PPSA (Personal Property Security Act) and RDPRM (Register of Personal and Movable Real Rights), and report the results to the Accounts Director
• Verify the statements of taxes & insurance policies and update customer’s files
Caisse Epargne Rhône Alpes
- Account Manager
2013 - 2014• Maintain and develop a customer Portfolio
• Welcome customers by answering adequately their request
• Create customer cards in the database
• Answer call-off and e-mails of the customers
• Make claim reports and follow-up
• Account the internal risk compliance procedures
• Sale of products and services to Corporate customers
Crédit Agricole
- Account Manager
Montrouge2011 - 2012• Draft reports from files customers
• Direct the customers to the person or the competent service
• Manage a customer Portfolio
• Economic and Financial Analysis of the balance sheets
• Meeting customers
• Sale of Banking products and services in personal and small business customers
CAISSE EPARGNE BOURGOGNE FRANCHE-COMTE
- Bank Cashier
dijon2011 - 2011• Manage the schedules and make appointment for the team at the Branch
• Manage and screen the mail of the branch
• Realize current transactions (deposits, warehouses) in automatic teller machines, transfer, withdrawal
• Manage a customer Portfolio
• Register the balance sheets in the database
CAISSE EPARGNE BOURGOGNE FRANCHE-COMTE
- Trainee
dijon2010 - 2011• Gain skills at customer’s meetings
• Follow up the loan’s application
• Maintain up to date customer’s data related to tax income and current account
