Office and Google suite
Valeria Barbato
Bank Employee
Spoleto
Summary
Experienced bank employee with over 15 years of experience in Cassa di Risparmio di San Miniato/Credit Agricole Italia SpA. Excellent reputation for resolving problems and improving customer satisfaction.
Reliable employee now seeking for a totally new position. Offering excellent communication and good judgment.
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
15
15
years of professional experience
9
9
years of post-secondary education
4
4
Languages
Work History
Bank Employee
CRÉDIT Agricole Italia SpA
Spoleto (PG)
07.2022 - Current
- Evaluated client financial positions and identified most appropriate banking products.
- Produced and executed loan packages.
- Developed tailored solutions to meet individual banking needs.
- Located and pre-qualified customers for mortgages.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- All round customer care
- Cashier backup of necessary
Bank Employee
Crédit Agricole Italia SpA
Ponsacco (PI)
06.2018 - 07.2022
- Evaluated client financial positions and identified most appropriate banking products.
- Produced and executed loan packages.
- Developed tailored solutions to meet individual banking needs.
- Located and pre-qualified customers for mortgages.
- Performed loan servicing functions to check compliance with applicable terms and conditions.
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- All round customer care
- Cashier backup of necessary
Bank Employee
Cassa Di Risparmio Di San Miniato SpA
Ponsacco (PI)
03.2017 - 06.2018
- Evaluated client financial positions and identified most appropriate banking products.
- Developed tailored solutions to meet individual banking needs.
- Opened, closed and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- All round customer care
- Cashier backup of necessary
Phone and Web Bank Operator
Banca DinAmica, Cassa Di Risparmio Di San Miniato
San Miniato (PI)
07.2014 - 03.2017
- Online opening bank current accounts.
- Technical customer service by phone or by web.
- Online banking wire transfer service.
- Stock market service.
- Used Microsoft Word and other software tools to create documents and other communications.
- Resolved problems, improved operations and provided exceptional service.
- Collaborated with team members to achieve target results.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Bank Cashier
Cassa Di Risparmio Di San Miniato
Ponsacco (PI)
01.2012 - 07.2014
- Cash management
- Backoffice tasks
- ATM management
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Educated customers on use of banking website and mobile apps.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
- Processed customer transactions promptly, minimizing wait times.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Stocked supplies for customers and personal teller station.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
Phone and web bank operator
Cassa Di Risparmio Di San Miniato
San Miniato (PI)
07.2007 - 12.2011
- Technical customer service by phone or by web.
- Online banking wire transfer service.
- Stock market service.
- Resolved problems, improved operations and provided exceptional service.
- Collaborated with team members to achieve target results.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Proved successful working within tight deadlines and fast-paced atmosphere.
Education
Master In Technical Translation - Foreign Languages And Literatures
Scuola Superiore Mediatori Linguistici
Pisa 02.2005 - 10.2005
Foreign Languages And Literatures
Universidad De Salamanca
Salamanca (Spain) 09.2000 - 07.2001
Master’s Degree - Foreign Languages And Literatures
Pisa Università - Lingue E Letterature Straniere
Pisa 09.1997 - 12.2004
Skills
Consumer banking
Relationship building
Educating clients
Documentation skills
Self-motivated nature
Account openings
Loan approvals
Self-Motivated
Multitasking Abilities
Active Listening
Excellent Communication
Flexible and Adaptable
Written Communication
Software
Bank softwares (specific Credit Agricole softwares)
Skype for business
Zoom
Interests
Singing and writing songs
Timeline
Bank Employee
CRÉDIT Agricole Italia SpA
07.2022 - Current
Bank Employee
Crédit Agricole Italia SpA
06.2018 - 07.2022
Bank Employee
Cassa Di Risparmio Di San Miniato SpA
03.2017 - 06.2018
Phone and Web Bank Operator
Banca DinAmica, Cassa Di Risparmio Di San Miniato
07.2014 - 03.2017
Bank Cashier
Cassa Di Risparmio Di San Miniato
01.2012 - 07.2014
Phone and web bank operator
Cassa Di Risparmio Di San Miniato
07.2007 - 12.2011
Master In Technical Translation - Foreign Languages And Literatures
Scuola Superiore Mediatori Linguistici
02.2005 - 10.2005
Foreign Languages And Literatures
Universidad De Salamanca
09.2000 - 07.2001
Master’s Degree - Foreign Languages And Literatures
Pisa Università - Lingue E Letterature Straniere
09.1997 - 12.2004