
Aileen Christine Tomasulo
Junior Insurance advisor

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About me
Customer Service Advisor at Barclays Bank
Education

I.T.C. "F. S. Nitti"
1998 - 2003Diploma Accountant and computer programmer 100/100Activities and Societies: Analysis of single firm balance sheet and consolidated balance sheet. Creation and operation management of bank accounts and loans. Understanding the differences in direct and indirect taxation on goods and taxation on individuals and on firms. Accounting and computer programming

Sapienza Università di Roma
2004 - 2009Bachelor's degree Banking, Insurance and Financial Markets 101/110Subjects covered: banking, mathematics, statistics, insurance, asset allocation, economics, financial markets, law.Thesis title: Credit derivatives: new tool to manage risks within banks.Case study of BNP Paribas bank balance sheets from 2006 to 2009 investigating the use of credit derivatives to manage risk ( credit risk, liquidity risk, operational risk, market risk and other risks) and capital adequacy within the bank according to the new regulatory framework set by Basel II… Show more Subjects covered: banking, mathematics, statistics, insurance, asset allocation, economics, financial markets, law.Thesis title: Credit derivatives: new tool to manage risks within banks.Case study of BNP Paribas bank balance sheets from 2006 to 2009 investigating the use of credit derivatives to manage risk ( credit risk, liquidity risk, operational risk, market risk and other risks) and capital adequacy within the bank according to the new regulatory framework set by Basel II Commitee. Show less

Sapienza Università di Roma
2009 - 2015Master's degree International finance and Risk Management 103/110Relevant subjects: advanced actuarial mathematics, risk management, microfinance, international banking.Thesis title: Basel III implementation in emerging African countries.
Experience

Praesidium Spa
Apr 2009 - Dec 2009Junior Insurance advisoro Insurance, Health and Pension Scheme adviser.o Acquisition and customer management.o Dealing with enquiries and complaints.

Euro Exchange Securities – Bureau de change
Apr 2011 - Jun 2011Compliance Officero Welcoming and serving customers regarding their needs of foreign currency exchange, money transfer with Western Union.o Contacting customers and suppliers by telephone and email.o General office duties, filling, photocopying, ordering stationery.

INA ASSITALIA
Sept 2011 - Dec 2011Insurance advisoro Responsible of making cold phone calls to potential customers and arranging appointments in order to assess their need in terms of insurance cover.o Trained to deliver life insurance advice.o Registered into the National book of insurance advisers.

Inditex
May 2012 - Apr 2014Stock room responsibleStock room responsible and previously accessories responsible and sales assistant.o Responsible for preparing the stock room for the delivery or any transfers in/out and stock preparation: adding and removing security tags, racking up, placing on hangers.o Arranging and organizing products by number and subfamilies while meeting the productivity requirements of the Company. o Playing an active role in greeting customers with a smile and making eye contact, creating a friendly, welcoming atmosphere and providing them with detailed merchandise information and advice. Show less

Post Office
May 2014 - May 2016Customer Service Assistanto Attending costumers needs at the counter or at the self-check-out machines.o Dealing with enquiries and complaints. o Foreign exchange and travel services: travel money card, travel insurance, foreign currencies.o Key holder, responsible for opening or closing the office.o Cross selling of financial products related to customer transactions.
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Metro Bank (UK)
May 2016 - Apr 2024Customer Service Representativeo Assisting customers with: personal, lending, business account opening, complex queries, savings, trust, bereavement, community accounts with an emphasis on providing excellent customer service and maintaining a high attention to details in line with KYC and banking regulations.o Seeking opportunities to generate leads for the branch while paring customer needs to relevant product and services. o Complying with the risk management framework, policies and procedures ensuring a robust and consistent approach is used whilst treating all customers fairly, in order to minimize potential risk threats to the bank (KYC, EKYC, world checks).o Dealing with high volumes of cash deposits and withdrawals, processing CHAPS, SEPA and SWIFT payments for customers alongside monitoring transactions for any suspicious activity where necessaryo Coaching new and existing colleagues on all personal and business accounts opening process and queries. Show less

Barclays UK
Jan 2025 - nowCustomer Service Advisor
Licenses & Certifications

TQUK L2 Certificate in Principles of Business Administration
The Skills NetworkOct 2024
Professional banker qualification
The Chartered Banker InstituteApr 2019
Cf1 uk financial services and regulations
Chartered Insurance Institute
Languages
- itItalian
- enEnglish
- frFrench
- spSpanish
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