Dimitrios Kourkoulis

Indroducing a new era in affluent banking with Optima Bank Greece .Work with high income and high net worth personal banking clients and prospects. Develop and maintain an in depth knowledge of all company products and services and is a referral resource for new business to business partners. Accompany Personal Banking Officers on sales call and independently make calls as needed for checking, money market, commercial, consumer, mortgage, insurance merchant services, cash management and wealth management. Maintain knowledge of the department functions and industry practices, as well as legal and regulatory requirements.

Work with high income and high net worth personal banking clients and prospects. Develop and maintain an in depth knowledge of all company products and services and is a referral resource for new business to business partners. Accompany Personal Banking Officers on sales call and independently make calls as needed for checking, money market, commercial, consumer, mortgage, insurance merchant services, cash management and wealth management. Maintain knowledge of the department functions and industry practices, as well as legal and regulatory requirements.

Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.Managed multiple customer accounts efficiently, ensuring accurate record-keeping and timely resolution of issues.Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.Enhanced reputation as a trusted advisor with clients through consistent delivery of high-quality financial guidance and support.Complete all procedures and operations of bank's branch, sales promotion regarding all bancassurance , deposits, investment and loan products of the bank.

Managed high-value client relationships, maintaining trust and exceeding expectations with exceptional service levels.Organized community outreach events to increase brand awareness and establish a positive presence within the local market area.Assisted clients in reaching their financial goals with tailored investment strategies and portfolio management.Enhanced customer satisfaction by providing personalized financial solutions and expert advice.

Organizing 20 soldiers under commands

Generated additional sales opportunities with upselling and cross-selling techniques.Increased sales revenue by identifying and targeting high-potential accounts.Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.Increased repeat business by fostering trust-based relationships with key accounts through regular communication.

Clerk with major responsibility computer data entry.