Chloé Gdy

Customer support and advice. Marketing of banking products (savings, credit, insurance). Management and loyalty of a client portfolio. Administrative follow-up of files in compliance with regulatory standards.

Responsible for administrative and back-office tasks, completing client files, preparing audits and product recommendations, setting up subscriptions, file follow-up. Responsible for completing brokerage files, writing summaries and following up on files. Developing quotes, subscriptions, customer follow-up (borrower insurance).

Responsible for daily management. Responsible for managing individual and group health/provident contracts, identifying needs and conducting personalized health studies.