Marta Battiston
Gruaro,Italy
Summary
A passionate financial expert who can make banking simple, personal, and fair. Marta has deep knowledge at helping customers to understand the different ways in which they can bank and at showing them the wide range of services suitable for their needs. She is someone who thrives on delivering fantastic customer service and whose goal is to become one of the best personal bankers around. As a true professional she puts the customer at the heart of everything she does, and always aims to get it right first time. Right now she would like to join a company that has a supportive and collaborative environment and which can offer her fantastic future career opportunities.
Overview
36
36
years of professional experience
Work History
PERSONAL BANKER
Banca MPS spa
07.1999 - Current
- Family banker responsible for helping clients to manage their money by reducing risk and maximising returns through insurance and pension products.
- Accurate and timely management of the branch's cash flow and daily operations.
- Managing all foreign exchange transactions and money transfers for the entire branch from clients in national and foreign currencies.
- In-depth analysis of business reports, with findings utilised in all aspects of business planning.
- Overseeing and managing the automated teller machines (ATM) including all administrative, accounting, and maintenance.
- Helping and advising people on their personal banking needs.
- Using insurance and pension products to help families plan for their future.
- Providing authoritative advice and guidance to customers on all banking matters.
- Using fact finding tools in order to budget and forecast branch sales.
- Dealing with day-to-day banking enquiries from customers on the range of products and services.
- Identifying ways in which to enhance an individual’s banking experience.
- Building meaningful relationships with customers.
- Only selling to customers the most appropriate solutions that meet their precise needs.
- Entering information onto customer databases.
- Maximising any cross-selling opportunities.
- Delivering a first-class service to both new and existing clients.
Treasury Funds Officer
Camden School for Girls
12.1998 - 06.1999
- Stakeholder management and building meaning relationships
- In-depth analysis of funding and spending requirements
- Preparing reports for senior management
- Ad hoc duties
PERSONAL BANKER
HSBC Bank plc
01.1990 - 12.1998
- Being the first point of contact for customers who visit the bank.
- Helping and advising people on their personal banking needs.
- Offering clients a straight forward bespoke financial services.
- Identifying sales opportunities and generating leads.
- Dealing with day to day banking requirements and providing cashiering services to customers.
- Providing training and support to other members of staff
Education
Diploma -
Business Administration and Accounting
Skills
- Stakeholder management
- Project management
- Oral communication
- Written communication
- Banking processes
- Banking products
- Customer service
- Pension advice
- Insurance advice
- Teamwork
- Fast-paced environment
- Problem-solving
- Rapport building
- Responsibility
Languages
Italian
Native or Bilingual
English
Native or Bilingual
Timeline
PERSONAL BANKER
Banca MPS spa
07.1999 - Current
Treasury Funds Officer
Camden School for Girls
12.1998 - 06.1999
PERSONAL BANKER
HSBC Bank plc
01.1990 - 12.1998
Diploma -
Business Administration and Accounting