Catia D.

- Technical and Commercial Skills

Mastery of banking products and services (accounts, loans, insurance, investments, savings solutions...)

Financial analysis and risk management (credit file analysis, customer solvency assessment)

Sales and negotiation techniques (proposing adapted solutions, convincing, closing sales)

Client portfolio management (customer loyalty, revenue growth, prospecting)

Knowledge of banking and financial regulations (anti-money laundering, compliance, data protection)

- Relational and Behavioral Skills

Customer service orientation and active listening (responding to specific customer needs, proposing adapted solutions)

Ability to build trust (supporting clients in their personal and professional projects)

Management of complex situations and stress (handling complaints, negotiating with demanding or financially distressed clients)

Initiative and autonomy (making decisions adapted to client needs and company objectives)

- Digital and Organizational Skills

Mastery of banking IT tools and CRM (account management, transaction tracking, reporting)

Organization and time management (scheduling appointments, file tracking, task prioritization)

Teamwork and coordination (collaboration with other departments: back-office, credit analysts, management...)

- Technical and Commercial Skills

Mastery of banking products and services (accounts, loans, insurance, investments, savings solutions...)

Financial analysis and risk management (credit file analysis, customer solvency assessment)

Sales and negotiation techniques (proposing adapted solutions, convincing, closing sales)

Client portfolio management (customer loyalty, revenue growth, prospecting)

Knowledge of banking and financial regulations (anti-money laundering, compliance, data protection)

- Relational and Behavioral Skills

Customer service orientation and active listening (responding to specific customer needs, proposing adapted solutions)

Ability to build trust (supporting clients in their personal and professional projects)

Management of complex situations and stress (handling complaints, negotiating with demanding or financially distressed clients)

Initiative and autonomy (making decisions adapted to client needs and company objectives)

- Digital and Organizational Skills

Mastery of banking IT tools and CRM (account management, transaction tracking, reporting)

Organization and time management (scheduling appointments, file tracking, task prioritization)

Teamwork and coordination (collaboration with other departments: back-office, credit analysts, management...)

Sales: customer reception, customer service and checkout, customer complaint management. Development of Store To Web digital sales in store.

Management: team management, training, onboarding, schedule creation, conducting annual employee reviews, monitoring employee procedure compliance.

Inventory Management: processing deliveries, store restocking, partial and full inventory counts, orders and transfers.

Management: monitoring and analysis of sales indicators, implementation and monitoring of action plans, store profitability monitoring, monitoring and control of team annualization, control of brand-specific procedures.

Merchandising: window display creation according to the merchandising book and in-store merchandising implementation.