Ellinor Ahlberg

Responsible for a fixed set of 1,500 customers.

• Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
• Developed and deepened relationships with new and existing clients to advance progress and improve business.
• Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
• Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
• Assisted in training new staff members on policies related to client satisfaction and internal regulations.
• Resolved customer complaints in a timely manner to maintain high satisfaction levels.
• Being the spokesperson for regional pilots, I pitched ideas to help develop new internal programs.
• Negotiated terms and conditions of loan agreements with borrowers and ensured compliance with all federal, state, and local regulations related to mortgage lending.
• Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
• Helped build brand communication in various channels and assisted in developing strategies to increase attendance at customer events.
• Continuously reaching and outperforming KPIs.

• Greeted visitors and provided them with assistance.
• Verified customer identification documents and entered data into the banking system.
• Processed deposits, withdrawals, loan payments, and other transactions accurately and efficiently.
• Maintained accuracy of all financial records within the bank.

• Worked during my studies as a Store Assistant at H&M.
• Got offered to work towards being a department manager, but decided to keep pursuing my career in finance.