About Beatrice
French
Native or bilingual
Experience
- Boucherie BUYDigital AssistantSeptember 2022 - Today (3 years and 9 months)Meyzieux, France- Administrative management and client file follow-up- Creation and updating of professional documents (invoices, quotes, tracking spreadsheets)- Organization and planning (calendars, meetings, deadlines)- Administrative support for tradespeople, freelancers, and VSEs- Remote collaboration via digital tools (Google Workspace, Zoom, Drive, etc.)
- Groupe Crédit MutuelAccount Manager (Individual / Professional)January 2013 - January 2022 (9 years)Management of individual and professional client portfoliosMortgage, consumer, and business loansOrganization of meetings for professionalsSupport for entrepreneurs and SMEs- Analysis and monitoring of business financial management- Development of a lasting trusting relationship- Recognized skills in rigor, organization, and customer service
- Lyonnaise de banque/Crédit mutuelAccount Manager (Individual and Professional)January 1995 - January 2013 (18 years)Lyon, FranceCustomer relations for individuals and professionals: setting up consumer loans, mortgages, business loans.Offering investment products and insurance.Organizing meetings for professionals and associations.
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Education
- Ecole pré-bancaireCFPB1996BP banque Ecole pré-bancaire
- European diploma in commercial studies, BTS communication and advertisingINSTITUT PITIOT -1993Diplome européen d'etudes commerciales BTS communication et publicité
Skill set
Categories
- Other