Provided leadership and direction to grow team portfolio and increase revenue via digital platform
Assisted high net-worth customers through digital platform and developed key client relationships while assessing needs and proposing customized solutions.
Created financial dashboards to provide insights into key performance indicators.
Developed strategic plans for day-to-day financial operations.
Provided financial advice and guidance to SME clients, offering expertise in banking products and services that can support their business growth
Analyzed financial statements, credit reports, and other relevant data to evaluate the viability of lending or other financial services
Worked closely with credit teams to structure appropriate financing solutions while mitigating risk
Actively identified and pursued new business opportunities with SME clients
Identified opportunities to cross-sell and upsell additional banking products and services to SME clients
Identified potential clients and businesses in the area that could benefit from our organization's products or services
Established and nurtured relationships with existing clients, understanding their needs and providing personalized support
Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Consulted clients into making Investment decisions to meet financial goals and make informed decisions about financial future.
Researched current economic trends and investment opportunities to stay abreast of financial markets.
Developed and maintained strong relationships with clients to maximize satisfaction.
Collaboration in the "Leonardo Da Vinci" Operational Program financed by the EU as an external business project manager for the "Development Center of Thrace". Helped in the creation of an assessment tool of linguistic needs for businesses.
Cooperation in "Equal" "Andromeda" program financed by the E.U. as an external project manager. Dealt and monitored Equality of Gender in Businesses.
Structured and finalized business plans to help secure SME's funding from regional, national and European programs
Artificial Intelligence Foundations: Thinking Machines By: Doug Rose LinkedIn Learning - 1h 36m
SQL for Finance Professionals LinkedIn Training - 1h 6m
Certified Investment Advisor - Bank of Greece -
Certified Retail Business Banking - Hellenic Bank Association
Certified Insurance Consultant - Bank of Greece
Dedicated Banking and Finance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success.
Extensive experience with banking software
undefinedArtificial Intelligence Foundations: Thinking Machines By: Doug Rose LinkedIn Learning - 1h 36m