About
Well-organised financial services professional with experience in forex client retention, account management, banking operations and client relationships. Known for strong attention to detail, time management, confidentiality and the ability to work under pressure while maintaining quality.
Experience
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Retention AgentForex Company · CyprusJan 2022 – Present
Contributed to company growth and financial targets, including client acquisition, retention, reactivation and upselling. Helped develop retention processes and controls to support effective client service. Supported customer-satisfaction initiatives through process improvement, reporting and information flow. Built relationships with existing clients and provided market updates. Supported day-to-day team operations and communicated relevant changes and initiatives to the sales team. Contributed to team development and assisted with recruitment of new agents.
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Account Manager (Forex)K.C. Firiakis Services Ltd · CyprusOct 2020 – Nov 2021
Converted registered clients into funded accounts through regular communication and relationship building. Managed client expectations and presented solutions aligned with company products and services. Explained product diversification, promotional offers, campaigns, account types, packages and risks associated with leveraged products. Built trust with newly registered clients and upsold the benefits of trading with ForexTB.
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Game PresenterEuro Live Technologies · LatviaDec 2019 – Dec 2020
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Senior Bank OfficerDeutsche Bank Polska S.A.Jan 2018 – Aug 2018
Executed loan origination processes, including ordering credit reports and preliminary title reports. Updated secure banking systems and maintained confidentiality of data. Prepared financial reports for management and customers. Mentored junior bank employees on sales and customer-service techniques. Maintained knowledge of banking products and services.
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Assistant Branch ManagerCiti Bank · WarsawNov 2016 – Jan 2018
Supported and directed a team of five Relationship Managers. Maintained loan and pricing information and compiled applicants' credit histories and financial information. Reviewed and edited loan agreements for accuracy. Worked with applicable regulatory requirements, including AML and other banking regulations. Created reports on deteriorating trends and fiscal year-end losses.
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Banking ConsultantCiti Bank · PoznanMar 2016 – Oct 2016
Built productive client relationships to encourage repeat and increased business. Handled inbound business calls and arranged appointments for presentations. Worked with management on promotional programmes to optimise revenue. Created customised service packages and contacted potential clients to identify business needs. Trained new consultants in sales and customer-service techniques.
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SupervisorReebok Sports Club · LondonOct 2014 – Apr 2015
Built and maintained relationships with clients. Ensured health and safety procedures were followed. Completed regular checks of buildings, facilities, plant rooms, pool and equipment. Responded to emergency situations and followed planned maintenance programmes. Supported training of other staff members and helped maintain building security.
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Financial TrainingBarclays · LondonFeb 2014 – Jun 2015
Completed an internship in international banking, working with retail and business client segments in the European market. Analysed the economic situation of Polish businesses operating in the European Union, including Poland, Spain, the Czech Republic and the UK. Researched sources of financing for businesses in these markets.
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Doradca / Banking AdviserPowszechna Kasa Oszczednosci Bank PKO BPJul 2011 – Dec 2014
Education
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2014
Bachelor DegreeEuropean University of BusinessTourism and Management · Oct 2011 – Jun 2014
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2010
A-level5 LO, College in KaliszTourism and Recreation · Sep 2007 – Apr 2010