Christiane Chicot-Mortiniera

• Provided customer service to clients, including answering questions and resolving issues.
• Recognized opportunities for cross-selling additional banking products or services.
• Greeted customers upon entering the bank and directed them to appropriate personnel or services.
• Identified potential fraud risks on accounts and reported suspicious activities to management.
• Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
• Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
• Work as part of a team, help maintain a positive and diverse environment

• Work closely with the Wealth Management team's advisors to provide the customers served by this team with a personalized, high-level service offering, and delivery.
• It represents a key element for the team's advisors, taking charge of processing activities to finalize the sale of specialized savings, and complementary products and services.
• Opens accounts for members referred by Wealth Management team advisors.
• Detects or identifies sales opportunities for complementary products, and participates in targeted solicitation activities initiated by Wealth Management team advisors.
• Ensures telephone follow-up with customers, in connection with members' action plans, and operations with subsidiaries, among other things.

• Conducted research on investment products and services to ensure compliance with regulations.
• Provide support to personal finance advisors by carrying out operational and sales support activities (processing mortgage loan maturities, lines of credit, savings deposits, etc.).
• Collaborated with other departments to ensure efficient use of resources.

• Helping members with their transactions

(closing accounts, transfers, bill payments and withdrawals).

• Welcoming, informing and advising Caisse member customers.
• Selling banking products and services

• Follow up with members on services provided
• Identify and develop new business opportunities
• Propose product and service offerings
• Repatriate external assets
• Ensure the retention and satisfaction of existing customers

• Answered incoming calls from customers or potential customers in a professional manner.
• Make customer acquisition calls (outbound prospecting)
• Analyze performance indicators to guide operations towards objectives set by management
• Periodically evaluate the results and performance of my team members
• Identify training needs to develop employees' skills
• Invite customers to private sales
• Help with interviews for new hires

• Welcoming, informing and advising customers
• Attending weekly meetings and taking minutes
• Marketing the Bank's services and products
• Managing new business opportunities
• Actively participating in branch activity via multiple communication channels
• Preparing and assisting personal finance advisors during customer appointments
• Preparing customer account statements and other documents to be mailed
• Ensuring compliance of mortgages, revolving credit and other products and services.
• Follow up commercial actions
• Process financial transactions
• Sort and file deposit slips and checks