Wroclaw Metropolitan Area
• preparing controls reports • distribution of raports, analyses to managers, directors • optimization and improvement of existing solutions and analytical processes • creating new reports and data analyses (work with a data warehouse) • building tools (VBA) supporting the work of the Sales Support Department
• preparing sales reports • distribution of raports, analyses to managers, directors • optimization and improvement of existing solutions and analytical processes • creating new reports and data analyses (work with a data warehouse) • managing the access database for sales partners • building tools supporting the work of the Business Cooperation Department (VBA)
• financial education: personal finance planning • long-term service and customer care based on created strategies and investment algorithms • sale of investment products
• management of the customer service team • coaching and helping to develop the team members • management of the internet service • providing status reporting of team activities against the program plan or schedule
• management Services Team Mortgage • recruiting, motivating, coaching • Preparation of work schedule and holidays • optimization of the functioning of the team • reporting sales and calls • support Sales Network (HotLine Mortgage) • analysis of credit applications (mortgage)
• handling telephone calls from retail customers • maintaining good image of company • achieving sales targets through needs analysis • verification of credit check, creditworthiness and preparing remote applications • conducting product training (investment funds)