Freelancer profile translated to English.

Description

With experience in the banking and insurance sector, I now support companies looking to improve their customer relationship quality, reduce tense situations, and save time in daily customer request management.

My main areas of intervention include:

- Structuring customer responses (emails, messages, online reviews)

- Managing complaints and dissatisfied customers

- Harmonizing tone and messaging to strengthen trust and satisfaction

My approach is pragmatic and results-oriented: clear, professional, and reassuring responses, ready to use, adapted to your business and your regulatory or operational constraints.

Industry field of expertise

Languages

French
Native or bilingual

Workplace preferences

Can work on-site

Pau (up to 50km)

Banque Populaire Aquitaine Centre Atlantique
Client Relationship Animator/Monitor
November 2025 - Today (7 months)
Bordeaux, France
• Supporting teams on the application of internal procedures and regulatory requirements.
• Commercial and customer relationship animation: Leading sales meetings and group sessions (briefings, sharing best practices), implementing actions to develop commercial proactivity and sustainable performance. Raising awareness of cross-selling reflexes and identifying business opportunities.
• Training and onboarding new employees: designing integration course animations, transmitting banking-insurance fundamentals.
• Thematic workshop animation: Designing thematic workshop animations on insurance, provident schemes, daily banking, and savings collection.
Banque populaire
Omnichannel Sales Advisor
BANKING AND INSURANCE
October 2021 - Today (4 years and 8 months)
Bordeaux, France
Main responsibilities:
• 📞 Remote customer relations: handling requests by phone, video call, or secure messaging, with a customer satisfaction-oriented approach.
• 📝 Contract assembly and finalization: preparing and validating insurance contracts, consumer loans, and savings products, including verifying the compliance of documents and data.
• 💬 Support and advice: assisting with understanding financial and insurance products, explaining guarantees, repayment terms, and contractual conditions.
• 🔍 Analysis and solution adaptation: identifying customer needs to propose the most suitable products for their situation.
• ⚖️ Adherence to procedures and regulatory compliance: strict application of legal and internal obligations (KYC, AML/CFT, GDPR).
Customer Relationship Management (CRM) Remote Sales Customer Satisfaction Business Development Salesforce
Gan prévoyance
Customer Advisor
BANKING AND INSURANCE
April 2017 - April 2021 (4 years)
Mérignac, France
Processing leads from the web (health, provident schemes, retirement)
• Scheduling qualified appointments for field sales representatives
• Analyzing customer needs and proposing adapted solutions
Customer Satisfaction Sales Remote Sales Customer Relationship Management (CRM) Communication