26423

MANAGER RELATII CLIENTI la LIBRA INTERNET BANK

Clients Relationship Manager at LIBRA INTERNET BANK

  • România, Ploiești
  • România, Ploiești
  • Romania, Ploiești
  • Romania, Ploiești
Deblocheaza date contact
Traduceri ale CV-ului
80%
  • Ultima actualizare: 14.05.2013
  • Numar referinta: 26423

Experienta

  • iulie 2012 - mai 2013

    MANAGER RELATII CLIENTI, LIBRA INTERNET BANK

    • Ploiești, România
    • Full time
    • Domeniu - Finante: Banci / Institutii Financiare

    -Promovarea si vanzarea activa a produselor bancii, oferind clientilor consiliere financiar bancara prin servicii bancare de calitate, la timp si conform nevoilor acestora;
    -Punerea la dispozitia clientilor documentatia si informatiile aferente operatiunilor bancare derulate de catre acestia, inclusiv cele aferente deschiderilor de conturi si derularii operatiunilor prin acestea;
    -Intocmirea dosarului de deschidere de cont, ofera informatii privind situatia conturilor (solduri, tranzactii, depozite, etc);
    -Receptionarea instructiunilor date de catre client Bancii, asigurarea corectitudinii acestora si transmiterea, in timp util, spre procesare;
    -Mentinerea si cresterea portofoliului de clienti persoane fizice, professionals si juridici si a volumului de afaceri, in mod activ, in conformitate cu obiectivele, targetul sucursalei si targetul personal stabilit de catre directorul sucursalei;
    -Participarea la intalniri cu clientii tinta, in scopul dezvoltarii de noi relatii de afaceri;
    -Intocmirea rapoartelor zilnice referitoare la intalnirile cu clientii din ziua respectiva si transmiterea acetor rapoarte prin aplicatia spefica acestor rapoarte, in atentia sefilor directi din centrala si sucursala, sintetizarea informatiilor si sugestiilor primite de la clienti;
    -Analizarea si verificarea actelor necesare acordarii creditului pentru clientii noi ai bancii, intocmirea documentatiei de credit si inaintarea spre aprobarea conducerii, conform competentelor de aprobare;
    -Solutionarea profesionista a solicitarilor clientului prin colaborarea cu echipa de analiza credite din centrala bancii;
    -Solicitarea si primirea contractelor de imprumut, contractelor de garantie, conventiile privind emiterea scrisorilor de garantie bancara si orice alt document care angajeaza Banca in relatiile cu tertii de la diviziile responsabile din Centrala Bancii;
    -Verificarea autenticitatii documentelor prezentate de catre clienti, semnaturile clientilor pe contractele de credit;
    

  • noiembrie 2010 - iulie 2012

    CONSULTANT FINANCIAR, LIBRA INTERNET BANK

    • Ploiești, România
    • Full time
    • Domeniu - Finante: Banci / Institutii Financiare

    -Primirea si identificarea in mod eficient a nevoilor clientilor;
    -Promovarea si si vanzarea produselor si serviciilor bancare catre toti clientii bancii, fie ei personae fizice, persoane juridice sau PFA;
    -Primirea si identificarea in mod eficient a nevoilor clientilor;
    -Promovarea si si vanzarea produselor si serviciilor bancare catre toti clientii bancii, fie ei persoane fizice, persoane juridice sau PFA;
    -Efectuarea corecta si la timp a tuturor operatiunilor efectuate la nivelul entitatii bancare (operatiuni cu numerar, operatiuni legate de depozite);
    -Verificarea, scanarea si trimiterea catre procesare, toate documentele aferente operatiunilor ordonate de catre clienti (ordine de plata, dispozitii de plata, ordine de schimb valutar etc);
    -Operarea tranzactiilor in softul bancar, efectuarea acestor tranzactii in conformitate cu cerintele clientilor si tinand cont de reglementarile in vigoare;
    -Desfasurarea tuturor activitatilor cu privire la incasarea si plata in numerar, atat in moneda nationala cat si in valuta, inclusiv operatiunile de schimb valutar ;
    -Verificarea autenticitatii bancnotelor in lei si valuta;
    -Intocmirea documentelor pentru incasari si plati, respectiv foaie de varsamant, ordin de plata si buletin de schimb valutar;
    -Evidenta zilnica a incasarilor si platilor efectuate;
    -Deschiderea de conturi si carduri in sistem;
    -Acordarea creditelor pentru persoane fizice;
    

Educatie

  • 2010 - 2012

    Master / studii postuniversitare, ACADEMIA DE STUDII ECONOMICE

    • București, România
  • 2007 - 2010

    Diploma de facultate, ACADEMIA DE STUDII ECONOMICE

    • București, România
  • 2003 - 2007

    Liceu / scoala profesionala, GRUPUL SCOLAR "VICTOR SLAVESCU"

    • Ploiești, România

Aptitudini

Permis de conducere
  • B

Limbi straine

Engleza
Avansat
Franceza
Incepator
Romana
Nativ
80%
  • Last update: 14.05.2013
  • Reference number: 26423

Experience

  • July 2012 - May 2013

    Clients Relationship Manager , LIBRA INTERNET BANK

    • Ploiești, Romania
    • Full time
    • Work domain - Finance: Banks / Financial Institutions

    -Responsible for promoting and selling  the bank products, advising clients about the quality banking services, at time and according to their needs;
    -Offering to the clients the documentation and the information for banking operations, including the opening of the accounts and the operations that are conducted through accounts;
    -responsible of maintaining and increasing the clients portofolio, for physical persons, juridical and professionals persons and also  of the business volume, in accordance with the branch objectives and goals and also the personal goal established by the branch manager;
    -attending meetings with clients, in order to develop new business relationships;
    -preparing daily reports on clients meetings that was held and forward this reports in attention for the directors from the branch and the central;
    -analyzing and verifying all the documents that are needed for granting credit for the new clients, prepare the documentation and submit it for management approval;
    -responsible for professional solving of the customer requirements;
    -responsible for requesting and receiving loan contracts, collateral contracts, conventions for issuance of bank quarantee and all the documents that are needed;
    -verifying the authenticity of the documents that are presentet by the clients, the clients signatures and also the authenticity of the signatures from the loans contracts.
    

  • November 2010 - June 2012

    PERSONAL BANKER, LIBRA INTERNET BANK

    • Ploiești, Romania
    • Full time
    • Work domain - Finance: Banks / Financial Institutions

    -administrating the relationship with ‘mass’ clients in order to identify specific financial needs, proposing financial products, transactions;
    -responsible for the accurate and  timely performance of all operations that are performed at the level of the bank entity (cash operations, deposit operations);
    -verifying, scanning and send at the processing center, all the documents that are ordered by the clients (payment orders, exchange orders etc);
    -verifying the authenticity of the next documents: the identity cards, authorized signatures, the transaction documents that are ordered by the clients;
    -responsible for the accurate performance of the transactions in the banking software, performing this transactions in compliance with the clients requirements ;
    -performing all the collection and payment activities, both in national currency and in foreign currency, including the currency exchange;
    -verifying the authenticity of the romanian and foreign bills;
    -preparation of the collection and payment documents;
    

Education

  • 2010 - 2012

    Master's degree, Academy of Economic Studies

    • București, Romania
  • 2007 - 2010

    Bachelor's degree, Academy of Economic Studies

    • București, Romania
  • 2003 - 2007

    Highschool, School group “Victor Slavescu”

    • Ploiești, Romania

Skills

Driving license
  • B

Foreign languages

English
Advanced
French
Beginner
Romanian
Native