Alan Grandjean
Bridel,Luxembourg
Summary
31 years old Personal Banking Advisor with knack for building strong customer relationships and resolving financial queries swiftly. Enhanced client satisfaction through tailored financial solutions and proactive problem-solving. Successfully drove customer retention and upselling opportunities by understanding individual needs and offering suitable banking products.
Overview
12
12
years of professional experience
Work history
Personal banking advisor
Caisse d'Epargne
Metz, Moselle
04.2025 - Current
- Upheld strict confidentiality policies for client privacy protection.
- Organised regular meetings with existing clients to maintain engagement levels.
- Resolved customer queries promptly and professionally, improving overall service quality.
- Educated customers about various banking services and products, increasing their financial literacy.
Retail banker
CIC
Metz, Moselle
02.2022 - 04.2024
- Promoted bank's products and services successfully, enhancing brand visibility.
- Developed strong relationships with customers to boost loyalty and trust.
- Managed daily banking operations for smooth functioning of branch.
Insurance agent
GROUPAMA
Metz, Moselle
03.2021 - 09.2021
- Promoted new insurance products to expand customer base.
- Met regularly with potential customers, resulting in addition of new accounts.
- Recommended suitable insurance products for individual needs.
Quality control officer
WAFEX
Melbourne, Ausralia
05.2020 - 12.2020
- Collaborated with cross-functional teams to improve overall product quality.
- Improved safety measures within the manufacturing plant by conducting regular risk assessments.
- Ensured alignment with industry standards through rigorous testing procedures.
Education assistant
Collège Lucien Poouguue
Remilly, Moselle
09.2013 - 09.2018
- Liaised regularly with teachers about daily tasks and upcoming projects, ensuring alignment in roles and responsibilities.
- Encouraged positive student behaviour by implementing school policies consistently.
Education
Master 1 in Economics, Law and Markets
Metz, Moselle /2017 - /2018
Bachelor's Degree in Economic and Social
Metz, Moselle /2015 - /2016
Baccalaureate in Economic and Social Sciences
Metz, Moselle /2009 - /2012
Skills
- Knowledge of regulatory policies
- Retail banking operations knowledge
- Banking regulations familiarity
- Sales aptitude
- Risk awareness
- Financial Advising
Languages
English
Advanced (C1)
French
Proficient (C2)
Polish
Advanced (C1)
Affiliations
- reading
- tennis
- soccer
- cinema
- hiking
Timeline
Personal banking advisor
Caisse d'Epargne
04.2025 - Current
Retail banker
CIC
02.2022 - 04.2024
Insurance agent
GROUPAMA
03.2021 - 09.2021
Quality control officer
WAFEX
05.2020 - 12.2020
Education assistant
Collège Lucien Poouguue
09.2013 - 09.2018
Master 1 in Economics, Law and Markets
/2017 - /2018
Bachelor's Degree in Economic and Social
/2015 - /2016
Baccalaureate in Economic and Social Sciences
/2009 - /2012
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