Diana Caillault

Experience

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  BNP Paribas

  Aug 2013 - Jul 2015

  Conseillère clientèle et accueil

  Alternance bts banque option marché des particuliers. Conseillère accueil agence BNP Paribas Viarme.Conseillère clientèle et accueil agence premier BNP Paribas Monselet.Missions:-Accueil -Operations du quotidien -rdv clients -prêt immobilier et consommation

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  AXA

  Sept 2015 - Oct 2016

  Conseillère commercial

  Alternance bac +3 responsable de développement commercial au sein du cabinet HOCHART & de TERNAYMissions: -développement de l’offre banque en ligne/agence Axa -Conseillere IARD-assistante gestionnaire de patrimoine (process et connaissance des produits AGIPI)

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  Natixis Wealth Management

  Oct 2016 - Dec 2017

  Customer service relationship manager (Sélection 1818)

  Work-study contract - MASTER 1 - Wealth management and private managementMissions:• Support and monitoring independent wealth management firms• Incident trackingPROJECT : Separation of the Natixis Wealth Management back-office fromthat of Selection 1818• Goal : relocate the management of some life contracts from the NatixisWealth Management back-office to a unit headed by Selection 1818• Worked with : administrative teams on Life Insurance or Financial,managers and projects managers• Actions : collect the needs, creation of operating procedures, creationof monitoring tools (EXCEL), meetings, follow-up with the first files. Show less

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  Bonjour Oscar - Immobilier Paris

  Dec 2017 - Sept 2018

  Agent de négociation immobilier

  CDI Agent immobilier - chargée de communicationMissions:-prospections (terrain, téléphonique)-rdv clients-réseaux sociaux (Instagram, facebook)-mise en avant de biens immobilier (photos, visites virtuelles, affiches vitrines)

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  AXA

  Sept 2018 - Jul 2019

  Project Manager (AXA Banque)

  Work-study contract - MBA business project management8 months in the Operational Support team (DRH)3 months in the quality support team (DSI)Missions:Writing weekly newsletters• Writing Internal communication : "flash news"• Participation in operating committees (Incidents and WEB / Digital)• Incidents trackingPROJECT : Extension of "flash news" to all Call Centers• Goal : Expend internal communication used by bank advisors oncurrent bank operations with all teams.• Worked with : managers, Bank advisors, Incidents tracking managersand project managers.• Actions : team meetings to gather all needs and working groupactivities. Show less

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  Milleis Banque

  Jul 2019 - Jul 2021

  Project manager for the Advisory functionality of the information system as part of the project team.PROJECT: The review of Information System (IS) following the takeover ofBarclays France by Anacap• Goal : To uniformise IS platform used by all teams in the patrimonialbank (Front, Middle and Back office).• Working on : Advisory part used by private bankers.• Working with : external consultant (Accenture), IT service provider(eRI), external concentrator (Harvest).• Actions : Leading integration on concentrator (Harvest) with newpartners, implementation of a remediation plan, testing, trainingevents, writing procedures and user guides. Show less Work-study contract - MBA business project managementAssistant to the project manager of the information system Advisory function within the Products and Solutions department.PROJECT : The review of Information System (IS) following the takeover ofBarclays France by Anacap• Actions : Conducting testing team, writing of test books, writingprocedures and user guides , animation of monitoring and projectmanagement meetings, leading integration on concentrator (Harvest)with new partners. Show less

  • Project Manager

    Sept 2020 - Jul 2021

  • Assistant Project Manager

    Jul 2019 - Sept 2020
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  AZQORE SA

  Jul 2021 - now

  As the referent for the Employee Experience initiative at Azqore, I drive efforts to enhance workplace conditions and employee satisfaction. Launched by Indosuez Wealth Management in 2023, this cross-functional initiative focuses on identifying and resolving workplace pain points while ensuring that new projects are designed with employee well-being in mind. My role involves coordinating with various teams across the organization to foster a more collaborative, efficient, and engaging work environment. Show less V.I.E PMO within the Azqore programme management (chief of staff).Project: Integration of the new core banking (S2i) Société Générale Private Bank Switzerland.Goal: Integration of the S2i solution in the Swiss subsidiary of Société Générale Private Bank Working with : General and executive management of Azqore and Société Générale Private Bank, stream leaders; HR and finance referents Actions: Organising customer events; running committees; creating committee and steering support; managing resource requests; running a one-to-one budget. Show less

  • Employee Experience Lead Azqore

    Oct 2024 - now

  • Program Manager

    Sept 2024 - now

  • Associate Director of Information Technology

    Nov 2023 - Sept 2024

  • Associate Director (Digital)

    Feb 2023 - Nov 2023

  • PMO Chief of staff

    Jul 2021 - Jan 2023