Lucie Roca, Administrative

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Languages

French
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Banque Populaire,
Customer Relations Manager
September 2022 - Today (3 years and 9 months)
31600 Muret, France
• • Management and development of a portfolio of individual clients
• • Execution and monitoring of current banking operations
• • Preparation of adapted financial files
• • Advice on insurance solutions and management of associated contracts
• • Support for clients in their savings projects and optimization of their financial assets
Banque
Apprenticeship – Omnichannel Banking Bachelor
September 2021 - September 2022 (1 year)
31600 Muret, France
Participation in welcoming and orienting clients in the branch
• • Assistance in processing current operations
• • in the preparation of financing files and monitoring of client requests and commercial and technical aspects
Horizon+,
B2B Sales Representative
June 2020 - June 2021 (1 year)
31700 Blagnac, France
• • Active prospecting with business leaders
• • Organization and execution of targeted commercial appointments
• • Presentation and negotiation of multi-year commitment contracts
• • Short-cycle sales closing

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Check out Lucie's education

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