MARCIA RAIMONDI
Langley,BC
Summary
Dynamic sales professional with a proven track record at Bradesco Bank, excelling in customer service and product sales. Skilled in negotiation tactics and client account management,
I foster strong relationships that drive repeat business. Adept at educating clients on insurance options, I prioritize their needs to ensure informed decisions.
Organined and take responsibilities to meet team goals with successful and positive attitude.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Customer Service/Licensed Insurance Agent
Bradesco Bank
11.2001 - 07.2019
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Insurance Process enrolments, cancellations, transactions, premium payments, policy changes.
- Calculate insurance premiums and pension benefits.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Also selling of banking products as private pension benefits, credits cards, dental care plan.
Education
Bachelor of Occupational Therapy -
ACE Associacao Catarinense De Ensino
Joinville, Brazil02-2003
Skills
- Supports customer requests for banking services, including handling transactions and customer inquiries
- Takes the initiative to find creative approaches that make each customer’s experience feel personal
- Teamwork and collaborate
- Product and sales strategies
- Understand and determine customer needs to recommend solutions
- Managing tasks and information efficiently
- Quick learner
- Excellent communication skills
- Creative
Languages
English
Professional Working
Spanish
Full Professional
Portuguese
Native or Bilingual
Certification
ANBIMA Professional Certification
ANBIMA Professional Certification
ANBIMA CPA - 10 Expert - Is a professional certification from the Brazilian Association of Financial Institutions (ANBIMA)
* Professional development in sales
* Financial mathematics course, financial calculator
* Follows through on risk and compliance processes and policies to ensure safeguard our customers’ assets, maintain their privacy, and act in their best interest.
* Complies with legal and regulatory requirements for the jurisdiction.
* How to approach the customer
* Capital market and Funds, Private pension, giving the best guidance for our customers.
* Telephone service.
* Supports operational activities like, how to customers operating and handle the ATM machine
Timeline
Customer Service/Licensed Insurance Agent
Bradesco Bank
11.2001 - 07.2019
Bachelor of Occupational Therapy -
ACE Associacao Catarinense De Ensino