Daniela Figueiredo Simão Email & Phone Number

Lavaux, Vaud, Switzerland

• Conseiller la clientèle en gestion courante avec vente des services bancaires de base• Gérer la caisse, les valeurs physiques ainsi que les distributeurs automatiques• Soutenir le centre de conseil par téléphone BCV en prenant part à leur service de conseil à distance• Détecter les besoins et potentiel des dossiers clients au-delà des services bancaires de base et transmettre des affaires aux conseillers spécialisés (notamment dans le cadre de projets de financements hypothécaires, potentiel d'investissements en placements et analyses de prévoyance) • Assister les conseillers spécialisés dans la résolution de certaines requêtes en provenance de leurs portefeuilles clientèle (traitement de demandes liées à la gestion courante, liquidation de dossiers de successions, montage de dossiers de financements hypothécaires, etc.)• Former les apprentis, stagiaires et nouveaux collaborateurs• Respecter le code de conduite, le concept d'accueil BCV, les directives du secret bancaire ainsi que la convention de diligence des banques

Lausanne, Vaud, Switzerland

As part of the Representative Office of the Portuguese bank Novo Banco:• Develop and maintain a good relationship with clients• Provide personalized customer experience with adapted solutions in accordance with to clients' needs in order to improve sales of the bank's products and services (account openings, bank packages and cards, term deposits, e-banking access, updates of clients' personal information, etc.)• Establish complete files for clients' for mortgage loan and consumer credit requests• Prepare financial sustainability assesstments for analysis offsite• Translation and authentication of diverse compliance documents for validation offsite by the Central Department of the bank in Lisbon• Collaborate with the Novo Banco branches and portfolio managers in Portugal• Collaborate with private brokers who have a partnership with the bank• Ensure autonomous self-management and efficient work organization as a means to reach or surpass predefined targets• Respecting the code of conduct, the concept of hospitality, bank secrecy directives as well as the exercise of Customer Due Diligence

Nyon, Vaud, Switzerland

External contributor as part of several bankrupcy proceedings:• Logged creditors' declarations of claims and examined their content on the basis of relevant supporting documentation• Requested lacking justificative documentation to creditors' in regards to their declarations of claims• Boosted and facilitated the process of debtor management (invoicing, invoicing objections / disputes from debtors, invoice reminders and recovery of sums owed to the bankrupt entity via litigation)• Inventoried assets and realized them as a means to generate gains for the respective bankrupcy proceedings• Kept the inventory up-to-date according to realized sales of assets• Kept a detailed report of the tasks accomplished and the stage of bankrupcy proceedings as an external contributor

Nyon

• Opened cases of brankrupcy and repudiated successions proceedings upon reception of the competent Court's orders (established paper and electronic files, published opening notices of summary bankrupcy proceedings, sequestration of bank accounts, address memos of opening notices to known creditos, etc.)• Requested lacking justificative documentation to creditors' in regards to their declarations of claims• Logged and cerified creditors' declarations of claims• Inventoried the assets of repudiated successions

Nyon

As part of the debt recovery office (Office des poursuites) in Nyon:• Issued summons to pay addressed to debtors• Ensured the tracking and keeping up-to-date of debtors' cases at the seizing stage of debt recovery proceedings (requests of jutificative documentation, bank account blocking notices addressed to banking establishments, written summons addressed to debtors for a meeting with the debt recovery office, etc.)• Coordinated the management and execution of warrants with the Law enforcement authorities via direct contact• Logged creditors' withdrawals of declarations of claims and debtors' partial deposits• Managed the expedition of paper correspondence• Provided coaching to the apprentice and intern

Lausanne Area, Switzerland

Professional Maturity Intern as part of the department of customer consulting regarding invoices, with call-center and back-office tasks:• Provided personalized customer support in response to diverse incoming requests (informations about their billing account status, established statements of individual account balances, granted payment extensions, issued agreements for payments by installments, etc.)• Ensured a personalized customer experience with adapted solutions in response to customers' needs, whether those are verbally expressed and requested by the customer (reactive approach) or based on observations upon their consumption history (proactive approach)• Managed customers' access to their telecommunication services according to whether payment agreements have been fulfilled or not (remote control to restrict / unrestrict relevant access)• Performed manual logging of payments received using the software SAP (when the payments didn't get automatically assigned to their respective invoices in the system)• Respected data confidentiality norms by performing thorough identity checks of callers

Bachelor Of Science Hes-So, International Business Management

Bachelor program entirely taught in English, including the following courses: • Major: Business Analysis and Decision Support • Minors.

Professional Maturity Diploma

Elaboration of my Professional Maturity dissertation regarding the efficiency of the Financial Customer Consultant employees at Swisscom.

High School Diploma, General Culture, Economics And Commerce

• Economics and Commerce: Accounting, Economics, Swiss Law • Business Tools: Mathematics, IT • General Culture: History, Science