Hemone MOUANGASSA
Noisy-le-Grand
Summary
Passionate about finance, I have accumulated over five years of professional experience in the banking sector, particularly in supporting personal finance management for individual clients.
This experience has allowed me to develop strong expertise in investments, financial products, and savings strategies.
I have cultivated a deep interest in advisory services, customer satisfaction, and training.
I then decided to take a sabbatical year to take care of and spend time with my three-year-old daughter, who is now starting school.
This year also gave me the opportunity to travel (Ivory Coast and the United States) and reflect on my professional career.
I am now considering moving into either banking back-office roles (such as regulatory compliance, real estate financing, or training) or financial engineering positions within large corporations.
Additionally, I am open to expatriation and opportunities in the finance sector abroad, particularly in the state of Texas, USA.
Overview
6
6
years of professional experience
Work History
Premium Customer Advisor
Societe Generale
11.2019 - 10.2023
- Managed a portfolio of 50+ enterprise customers, ensuring their success and satisfaction with the company’s products.
- Provided trusted, professional, and personalized banking advice and services to high-net-worth clients (including wealth management, financial and insurance products).
- Managed, adviced, and assisted clients in the realization of their investment projects.
- Built and approved finance solutions/applications to meet client needs (real estate, consumer,etc)
- Achieved a 95% customer retention rate and increased upsell opportunities by 20%.
- Dedicated advisor to non-resident clients (international).
Customer Advisor
Crédit Agricole
07.2018 - 11.2019
- Answered customer service inquiries via telephone, email and chat platform to address customer needs and promote optimum outcomes.
- Navigated extensive company knowledge base to obtain appropriate financial solutions for customer service issues.
- Managed on-line credit requests.
- Review and approval of applications.
Assistant Customer Advisor (Internship)
La Banque Postale
12.2017 - 05.2018
- Provided technical support and troubleshooting assistance to customers via phone, email, and chat.
- Provided after-sales services (proxies, transfers, change of address, etc) & client follow-up.
- Documented customer interactions and feedback to improve support processes and product features.
- Assisted in developing a knowledge base and support documentation for customers.
- Immersion with banking advisor (sales interview and compliance of clients files, banking meeting, etc).
Education
Master of Science - Accounting And Finance
IAE
Nice, France06-2018
Bachelor of Science - Applied Mathematics
Université De Nice
Nice06-2015
Skills
- CRM software
- Financial software (RevisAudit Premium, DR 2014, Logic, Contact, ONE)
- Staff education and training
- MS office
- Banking operations support
- Data evaluation
Languages
French
Bilingual or Proficient (C2)
English
Upper intermediate (B2)
Hobbies
- Travel
- Music
- Reading
Timeline
Premium Customer Advisor
Societe Generale
11.2019 - 10.2023
Customer Advisor
Crédit Agricole
07.2018 - 11.2019
Assistant Customer Advisor (Internship)
La Banque Postale
12.2017 - 05.2018
Master of Science - Accounting And Finance
IAE
Bachelor of Science - Applied Mathematics
Université De Nice
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