Experienced professional with a strong background in customer service, onboarding management, and training. Over a decade of experience in the financial sector, successfully managing teams and implementing process improvements to drive operational efficiency and enhance customer satisfaction. Proficient in English and accustomed to working in multinational environments, excelling in developing and executing strategies to support business growth and achieve organizational goals. Results-oriented leader with a proven track record of success in managing cross-functional teams and delivering impactful solutions in dynamic and challenging environments.
January 2022 - May 2024
- Successfully manage a team of 10 Onboarding Specialists and Analysts.
- Spearheaded the Onboarding process for retail agents across the EU, US, and Canada.
- Oversee the user creation process for both new and existing partners.
- Conduct comprehensive POS training for new agents, covering system functionalities and product knowledge.
- Lead initiatives to drive cost savings through the implementation of automation and process enhancements within the onboarding procedures.
- Optimize team training strategies and foster staff development initiatives.
September 2020 - December 2021
- Produced insightful reports for the Head of Servicing.
- Developed streamlined Onboarding processes tailored for the US and Canadian markets.
- Conducted root cause analyses to identify operational inefficiencies and formulate effective business improvement strategies.
- Provided clear, actionable recommendations to enhance overall business operations.
March 2019 – August 2020
- Managed a dedicated team of 12 Servicing Specialists and Analysts.
- Monitored team performance and ensured adherence to quality benchmarks.
- Provided exemplary customer service to key business partners in the US and Canada.
September 2016 – February 2019
- Supported US and Canadian partners with contractual modifications, transaction monitoring, and settlement report verification.
- Implemented robust quality monitoring processes within the Servicing team.
February 2015 – August 2016
- Addressed customer complaints promptly and effectively, ensuring high levels of customer satisfaction.
- Managed a team of 15 AML Analysts, identifying and addressing training needs.
- Collaborated with external partners on AML-related issues.
- Led a team of 5 B2C Financial Advisors, ensuring adherence to procedures and achievement of KPI targets.
- Supported over 50 bank branches and external sales agencies, providing training and coaching.
- Responsibility for sales result of bankassurance products.
February 2011 – January 2012
- Led a team of three Regional Trainers, overseeing training processes and procedures.
- Developed and implemented a comprehensive onboarding process covering sales techniques, compliance, and product knowledge.
- Conducted workshops for Sales Managers on various topics including Change Management and Team Management.
December 2009 – January 2011
- Managed daily operations of the Training Team, ensuring efficient workflow and quality assurance.
- Conducted Onboarding training and Sales Techniques workshops.
February 2006 – November 2009
- Facilitated Onboarding training and Sales Techniques workshops for Salesforce.
June 2005 – January 2006
- Expanded customer base by acquiring new clients and delivering tailored financial solutions.
- Demonstrated strong listening skills to understand customer needs and address concerns effectively.
- Managed partnerships with external agencies and supported BTL projects.
- Assisted in editing VIP magazines.