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Experience

• 

  NLB d.d.

  Jan 2007 - May 2012

  • working closely with high-net-worth clients• personal commitment to the client, not sending the client from door to door; client is treated as an equal partner, builds long-term relationship with the client based on trust• providing personalized service and analyzing clients' finances • processing a client’s portfolio and ensuring all required information are correct, gathered and kept up to date in the appropriate file• answering clients' enquiries (with signed statement also executing some of the services via email, telephone or fax)• assisting clients in their selection of various accounts and financial services• opening, maintaining and closing of all account types• promoting and selling bank products and services to clients, cross-selling the bank's products and services• providing clients with information on savings plans, loans, mortgages and investments • discussing and accepting loan applications, approve or get approval for loans• arranging bank services for clients • ensuring all kind of forms are filled in correctly• regularly contacting clients to see if the bank can provide them with additional services• helping clients manage their accounts or debt• assessing new business potential and acquiring new business for the bank• providing leadership, training and support to all branch staff members• sending birthday cards to clients Show less

  • Personal banker

    Feb 2007 - May 2012

  • Personal banker

    Jan 2007 - Jan 2012
• 

  Hypo Alpe-Adria-Bank d.d. HQ:Slovenija

  Aug 2012 - Dec 2013

  Personal banker
• 

  Hypo Alpe-Adria-Bank d.d.

  Dec 2013 - Sept 2015

  Bank Employee
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  Nova KBM d.d.

  Sept 2015 - now

  Seller