Freelancer profile translated to English.

Description

Client manager from the banking sector, I support freelancers, SMEs, and firms in remote administrative management: Organization and verification of documents, client file tracking, file preparation, and document formatting.

Rigorous, organized, and accustomed to confidentiality requirements.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Caisse d'épargne
Client Manager
September 2023 - Today (2 years and 9 months)
▪ Propose solutions tailored to client needs and carry out commercial actions (banking, loans, savings, insurance, property and casualty, etc.). Ensure client satisfaction and loyalty. Participate in development and achievement of objectives, teamwork, call tracking, Complaint management.
Sense of organization Adherence to deadlines
Webhelp université
Trainer in Customer Relationship Management
May 2021 - August 2022 (1 year and 3 months)
• ▪ Organization Organization of training actions, pedagogical assessments, pedagogical assessments, Training follow-up, Implementation of reports Field follow-up and support for and support for Design of training actions, Development Design of skills actions, skills Engineering
training, Pedagogical training.
Sense of organization
Boursorama
Bank Client Advisor
September 2020 - April 2021 (7 months)
▪ Advise on banking products, Ensure client satisfaction, Manage client complaints, Inform about stock market, insurance, and credit procedures.
Sense of organization Adherence to procedures Adherence to deadlines