Customer experience, process and training manager

• Feb 2022 - Present

Customer Experience and Controls specialist

• Oct 2019 - Feb 2022

Telesales Advisor

• Mar 2014 - Sep 2019

Financial advisor on the phone and online chat. Responsibility for welcoming new clients in the company with an emphasis on improvement of the brand.Upselling and cross-selling. Helping clients with their customer journey from the beginning of their interest to the signing of the contract and subsequent care after the sale.I´m part of the retention team, the effort to keep the clients with the company.Preparation of documents for the signing of the contract, creation of consolidations and subsequent administration around it.Active stand-in for a superior in the time of his absence and administration of an internal manual for our consultants. Show less

Obchodní zástupce

• May 2013 - Feb 2014

Supervision of branch with the main task of handling client requests online or directly at the branch. Preparation of contracts, documents for meetings with clients. Managing your own agenda and working on its expansion. Supervision of branch with the main task of handling client requests online or directly at the branch. Preparation of contracts, documents for meetings with clients. Managing your own agenda and working on its expansion.