About Félicité
English
Native or bilingual
Spanish
Fluent
Experience
- HSBCBank Advisor / RM AssistantJune 2022 - May 2024 (1 year and 11 months)Côte d'Azur, Trois-Rivières, QC, Canada-Welcome and assist clients by providing quality service and encouraging clients in digital tools.-Proactively participate in achieving growth objectives by identifying commercial opportunities and participating in client proposals.-Offer all clients the bank's various products and services on a daily basis, including personal loans.-Schedule appointments for sales teams, collect and transmit useful information for commercial relationship development.-Total management of new client onboarding for RMs and management (individuals and professionals): client file administration.-Total assistance to RMs in commercial development (opening accounts, savings accounts, securities), reading and responding to client emails.
- Crédit Agricole Assurances Île-De-FranceBusiness-to-Business Corporate Middle Office OfficerBANKING AND INSURANCEMarch 2025 - August 2025 (5 months)Paris, France-Active and proactive participation in the new project between CAA and companies in the Electrical and Gas Industries.- Executive assistance - administrative management, customer support, project organization.-Support for 153 entities with the CAA project team. Remote relationship management with employers in the Electrical and Gas Industries who have subscribed to Sanergi IEG (CAA) health contracts for their statutory employees, by analyzing and processing requests according to company guidelines.- (Setting up online access to HR, Net Explorer, Excel file exploitation, internal database) - Support for HR in the Electrical and Gas Industries through the change of insurer for their employees.
- HSBCSales RepresentativeJune 2022 - March 2023 (9 months)Côte d'Azur, Trois-Rivières, QC, Canada-Welcome and assist all clients of the regional branches. Assistance with the use of banking machines.-Participation in commercial campaigns and the development of electronic dematerialization.-Promotion and sale of banking products and services to all clients.-Collection and transmission of information useful for commercial development.
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Education
- Business Management DegreeUniversité Paul Sabatier2014Licence de Gestion
- Master's Degree in Organization EngineeringUniversité Paul Sabatier2016Master 1 et 2 en Ingénierie des Organisations