Senior Account Manager
- Worked with clients, created and developed customer base (both institutional and private banking clients).- Promoted and sold various bank products (consulting and execution of consumer loans, credit cards, mortgages, life insurance, investment products).- Managed portfolios for clients (analysis, development, offering new solutions to meet client's needs).- Maintained customers' accounts, performed all operations on them.- Provided financial expertise to customers, including trends analysis, stock market analysis.- Developed customized financial planning solutions (especially in Private Banking).- Achieved significant increase in client's assets- Provided customer service to clients- Provided reporting to clients and to the bank.- Trained new employees.
