Sofia Tsikna

• Investment Consulting: Provided advisory services, analyzing client needs and crafting personalized investment strategies
• Portfolio Management: Managed a portfolio of 1,150 investment clients (deposits: €10,000 - €300,000)
• Team Leadership: Led and coached a team of three employees, focusing on investment product sales (bonds, mutual funds, PRIPs), achieving a 30% quarterly sales growth
• Regulatory Compliance: Investigated and reviewed AML alerts related to Politically Exposed Persons (PEPs), submitting reports to the regulatory compliance department

• Managed a portfolio of 150 depositor and investment clients (deposits: €10,000 - €100,000)
• Processed 65% of the portfolio by June 2023 and contributed 50% to the annual loan target
• Contributed to investment and insurance product sales, reaching 47% of the target by mid-year

• Managed a 260-client business portfolio, growing it through new partnerships
• Onboarded 40 new business loan and credit card clients and 25 new business customers
• Maintained business POS and ePOS systems, increasing adoption by 30% annually
• Contributed to business product and service sales, achieving 25-32% of goals

• Managed overdue debt settlement requests, achieving 45% of the annual target.

• Negotiated with clients to bring overdue debt loans up to date at a 70% success rate.

• Upsold additional products and services to enhance customer experience.

• Provided guidance and support, increasing customer satisfaction and loyalty.

• Contributed to the branch’s annual sales target by 15-20%.

• Managed branch cash operations and supervised store cashiers.

• Processed customer transactions and trained four new colleagues.

• Posted journal entries, updated financial statements, and maintained accounts payable/receivable.

• Issued monthly payrolls and prepared financial reports.

• Assisted in the 'Construction of Ionian Motorway' project.

• Handled HR administration, payroll, hiring processes, and liaised with local authorities.

• Managed bank transactions, scheduling, and public sector procedures.