Summary
Overview
Work History
Education
Skills
Languages
Certification
ANBIMA Professional Certification
Timeline
Generic

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, Brazil
02-2003

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
MARCIA RAIMONDI