Sofia Djadda
Summary
Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment. Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
Work History
Banking Advisor
CCF
02.2024 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Worked with customers to procure updated financial information on continuous basis.
- Developed strong rapport with clientele through active listening skills and empathetic understanding of their financial concerns.
- Improved branch sales performance by cross-selling various banking products and services.
- Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
- Exceeded individual sales targets consistently, contributing significantly towards overall branch growth.
Banking Advisor
Chase Bank
06.2023 - 01.2024
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Extended and sustained relationships with customers to maintain and grow business.
- Worked with customers to procure updated financial information on continuous basis.
- Improved branch sales performance by cross-selling various banking products and services.
- Collaborated with team members to achieve branch targets and improve overall performance.
- Streamlined loan application processes for clients, resulting in quicker approvals and increased satisfaction levels.
- Delivered strategic investment advice for individual and corporate clients.
- Utilized financial software to prepare consolidated financial statements.
Travel Consultant
KARAVEL
01.2023 - 05.2023
- Built strong relationships with clients through exceptional communication and personalized service.
- Organized trips for individual, family and business travelers.
- Worked closely with clients to understand unique needs and meet specific travel desires.
- Maintained accurate records of bookings, payments, and client information for smooth operations and future reference.
- Assisted clients in navigating visa requirements and other travel documentation, minimizing potential issues during their trips.
- Collected, handled and documented payments for travel services and associated feels.
- Enhanced customer satisfaction by tailoring travel packages to individual preferences and needs.
- Informed clients of travel policies and utilized preferred vendors to maximize company profits
Banking Consultant
CREDIT MUNICIPAL DE PARIS
07.2020 - 10.2022
- Enhanced client satisfaction by providing personalized banking solutions and expert financial advice.
- Streamlined loan approval processes for faster turnaround times and increased customer satisfaction.
- Reduced operational costs by implementing efficient process improvements and cost-saving measures.
- Collaborated with cross-functional teams to develop new products tailored to clients'' specific needs.
- Conducted thorough financial analyses to provide valuable insights and inform strategic decision-making processes.
- Delivered exceptional customer service, resolving complex issues promptly and maintaining strong relationships with key clients.
Banking Advisor
Bnp Paribas Bank
01.2020 - 05.2020
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Identified opportunities for cost savings within the branch, implementing process improvements that positively impacted operational efficiency.
- Facilitated smooth account opening processes for new clients, ensuring accurate documentation and efficient service delivery.
- Planned portfolio growth by aligning business plans with departmental budgets and management objectives.
Banking Advisor
LCL
03.2019 - 08.2019
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Facilitated new client onboarding process and investment account setup.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Planned portfolio growth by aligning business plans with departmental budgets and management objectives.
- Followed-up on loan exceptions to achieve timely clearings.
Real Estate Agent
SWISSLIFE
02.2017 - 02.2019
- Increased property sales by implementing innovative marketing strategies and utilizing social media platforms.
- Negotiated favorable contract terms for clients, resulting in higher satisfaction rates and repeat business.
- Developed strong relationships with mortgage brokers, attorneys, and other professionals to streamline the home buying process for clients.
- Hosted successful open houses by preparing properties for viewing and effectively showcasing features to potential buyers.
- Expanded client base through consistent networking events, maintaining a high level of customer service and professionalism.
- Conducted comprehensive market research to provide clients with accurate information on current trends and pricing strategies.
Education
Master of Laws - International Law
La Sorbonne
Paris, FranceSkills
- Business Prospecting
- Banking Software Proficiency
- Portfolio Management
- Loan Processing
- Financial Planning
- Investment strategies
- Risk Assessment
- Client Relations
- Loans
- Financial Advising
- Debt management
- Insurance decisions
Languages
English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)
French
Bilingual or Proficient (C2)
Italian
Elementary (A2)
Timeline
Banking Advisor
CCF
02.2024 - Current
Banking Advisor
Chase Bank
06.2023 - 01.2024
Travel Consultant
KARAVEL
01.2023 - 05.2023
Banking Consultant
CREDIT MUNICIPAL DE PARIS
07.2020 - 10.2022
Banking Advisor
Bnp Paribas Bank
01.2020 - 05.2020
Banking Advisor
LCL
03.2019 - 08.2019
Real Estate Agent
SWISSLIFE
02.2017 - 02.2019
Master of Laws - International Law
La Sorbonne
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