About Grace
French
Native or bilingual
English
Conversational
Experience
- Société GénéralePrivate Operations OfficerBANKING AND INSURANCEDecember 2024 - June 2025 (6 months)Marseille, France• - Processing and checking over 2,000 client files in strict compliance with banking procedures and regulatory compliance - compliance rate: 98%.• - Coordination with internal teams to ensure service quality and stakeholder satisfaction.• - 15% reduction in processing times through process optimization.
- Société GénéralePrivate Financing OfficerBANKING AND INSURANCEJune 2024 - October 2024 (4 months)Marseille, France• - Advising and supporting clients in their financing, savings, and insurance projects: proposing solutions adapted to each situation - processing over 200 files per month.• - Solvency analysis and risk management for informed decision-making in the client's best interest - acceptance rate: 82%.• - Client portfolio retention and seizing commercial opportunities to develop the banking relationship.
- Crédit MutuelBusiness Account ManagerBANKING AND INSURANCEApril 2023 - October 2023 (6 months)Marseille, France• - Autonomous management of a portfolio of 30 clients (VSEs, SMEs, associations): personalized support, listening to needs, and proposing adapted banking solutions.• - Operational assistance and support to account managers in managing and developing their client portfolios.• - Structuring, checking, and monitoring financing files in compliance with procedures and regulatory standards.
Recommendations
Be the first to recommend Grace
Help this freelancer shine by sharing your experience working together.
These freelancer profiles also match your criteria
Agatha Frydrych
Backend Java Software Engineer
4.7
(3)
2
Baptiste Duhen
Fullstack developer
4.6
(4)
5
Amed Hamou
Senior Lead Developer
4
(2)
7
Audrey Champion
Web developer
4.3
(3)
4
Education
- AMF CertifiedCertifiée AMF
- Master 2 Banking and International BusinessISAFI, Aix-Marseille University2023Master 2 Banque et Affaires Internationales