Ioana Ladaru

Ioana Ladaru

Intern

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location of Ioana LadaruIaşi, Romania

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  • Timeline

  • About me

    Relationship Manager at Banca Transilvania

  • Education

    • Alexandru Ioan Cuza University, Iasi County, Romania

      2013 - 2015
      Master's Degree Finance – Insurance
    • Romanian Banking Institute, Bucharest County, Romania

      2012 - 2013
      European Foundation Certificate in Banking (EFCB) Banking

      CONTENT:I. EU financial system and monetary policy;II. Banking Customers and products;III. Professional ethics. Introduction to management and marketing.

    • Alexandru Ioan Cuza University, Iasi County, Romania

      2010 - 2013
      Bachelor's Degree Finance and banking
  • Experience

    • TradeXpert International

      Feb 2012 - May 2012
      Intern

      - Development of financial analysis and projections through the Business Simulation software Topsim;- Coordinating a team of four people in order to achieve business plan, SWOT analysis and planning financial resources;- Member of the team that represented the company at the 18th International Trade Fair of Student Firms in Prague (Czech Republic).

    • BCR

      Feb 2012 - Jun 2012
      Intern
    • UniCredit Tiriac Bank

      Oct 2012 - Jan 2013
      Intern
    • BCR

      Oct 2013 - Feb 2014
      Financial Advisor

      - Contacting clients and setting up meetings, either within an office environment or in clients homes or business premises;- Conducting in-depth reviews of clients financial circumstances, current provision and future aims;- Analysing information and preparing plans best suited to individual clients requirements;completing risk analyses;- Researching the marketplace and providing clients with information on new and existing products and services;- Designing financial strategies;- Assisting clients to make informed decisions;- Reviewing and responding to clients changing needs and financial circumstances;- Promoting and selling financial products to meet given or negotiated sales targets. Show less

    • Asociatia Nationala pentru Sprijinirea Victimelor si Prevenirea Accidentelor Rutiere

      Mar 2014 - Dec 2015
      Assistant Manager

      - Devising and maintaining office systems, including data management and filing;- Dealing with incoming email, faxes and post, often corresponding on behalf of the manager;- Writing business correspondence necessary for carrying out daily activities;- Providing administrative support for all company departments.

    • The National Agency for Fiscal Administration

      Mar 2015 - Jun 2015
      Intern

      The activity of fiscal control

    • Banca Transilvania

      Feb 2016 - now

      -Manage customer bank accounts; open, close and oversee transactions;-Present financial products and services to existing and prospective customers;-Advise customers on bank services for their needs (e.g. loans and credit cards);-Resolve issues with banking services and accounts.

      • Relationship Manager

        Dec 2018 - now
      • Account Administrator

        Feb 2016 - now
  • Licenses & Certifications

    • Certificate of ongoing training and professional specialization for intermediaries in the insurance sector

      Insurance Management Institute
      Nov 2013
    • Certificate Jean Monnet: European economic integration

      Centre for European Studies, Iasi County, Romania
      Feb 2013
    • Certificate Jean Monnet: Euro and banking integration process in an enlarged European Union

      Centre for European Studies, Iasi County, Romania
      Oct 2012
    • Procurement and Contracting

      Mihail Kogalniceanu Economic College
      Sept 2006
  • Volunteer Experience

    • OCVP Sales Spring Grow

      Issued by AIESEC on Nov 2012
      AIESECAssociated with Ioana Ladaru
    • Team Leader Inkinds&Barters

      Issued by AIESEC on Apr 2012
      AIESECAssociated with Ioana Ladaru
    • Member

      Issued by AIESEC on Oct 2011
      AIESECAssociated with Ioana Ladaru