Zurich, Zurich, Switzerland
Managed daily client operations and account servicing at CaixaBank, the largest bank in Spain, later expanding to full advisory duties due to strong performance. Managed KYC and compliance, opened 80+ new accounts, secured 100+ payroll clients, and processed loans and insurance products, generating €10K+ in insurance sales margins with a €3K record week.
Accompanying and advising clients on their individual and personalized path toward purchase. Achieving monthly sales targets. Customer service in multiple languages.