Juliette Faes

Experience

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  Capital Events Maroc

  May 2013 - May 2013

  Project Coordinator for African Development Bank Annual Meeting 2013

  • Managed transport for 400+ people between convention center and hotels to ensure timely execution of event schedule• Retained outstanding service quality through well-executed contingencies despite last-minute execution mishaps

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  Colombus Consulting

  Jun 2013 - Jul 2013

  Consulting Intern & Translator

  • Redesigned firm's French website for ease of use, consistent navigation and user experience• Created and wrote website’s English version, facilitating firm's efforts to attract global clients (e.g. NYSE)

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  Silversea Cruises

  Jul 2016 - Jul 2016

  Corporate Finance Intern

  • Identified potential for improvement in loyalty program, autonomously designed new program• Assessed new program's financial feasibility through excel-intensive analysis, using new KPIs and financial modeling• Proposed roll-out timeline and method of implementation to effectively manage customers through change and develop repeat sales

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  Scotiabank

  Mar 2018 - Apr 2018

  ITrade Customer Service Representative

  • Familiarized with financial markets, trust products, compliance rules and operational procedures• Ensured exemplary client experience and service over the phone and by email

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  National Bank of Canada

  Oct 2019 - Mar 2022

  • Assistant to a team of financial planners serving $75k+ clients remotely, acting as primary resource for all financial needs: banking, financing, investment, estate planning, insurance, etc.• Handled client requests by phone and email, analyzed client files to estimate potential and customize service offer, executed GIC and mutual fund transactions, provided immediate IT and administrative support, optimized procedures for remote application, and participated in training program design and knowledge management• Named in National Bank’s 2022 Q2 Investment Wall of fame Show less • Active listening and keen attention to detail to ensure client’s request is met with immediate resolution, timely follow-ups, or meticulous references, while maintaining highest regard for compliance and risk management• Offering comprehensive support regarding credit card, loan, mortgage, line of credit and banking products and online services as well as bridging the gap between the client, the branch, and financial specialists• Multitasking, making quick decisions despite ambiguous information, and weighing each word’s impact to anticipate client’s concerns or dissatisfaction and to stand out through excellence of customer experience Show less

  • Financial Services Representative (Exclusive Remote Advisory Service)

    Jul 2021 - Mar 2022

  • Senior Customer Service Representative (Private Banking)

    Mar 2021 - Jul 2021

  • Customer Service Representative (Credit Cards)

    Oct 2019 - Mar 2021
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  HSBC

  Apr 2022 - Mar 2024

  Premier Relationship Manager
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  RBC

  Apr 2024 - now

  Relationship Manager