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Experienced Banker with over a decade of expertise in financial services, specializing in client relationship management, portfolio development, and risk assessment. Adept at navigating the complexities of the French banking sector with a deep understanding of regulatory frameworks and market trends in France Lyon. Committed to delivering tailored solutions that align with the unique needs of individuals and businesses in this vibrant economic hub. Proven ability to build trust through integrity, professionalism, and a customer-centric approach. Passionate about contributing to the growth of financial institutions while fostering long-term partnerships within France Lyon's dynamic business landscape.

Senior Relationship Manager

Société Générale, Lyon, France | January 2018 – Present

• Managed a portfolio of 150+ high-net-worth clients in France Lyon, providing personalized banking solutions including investment strategies, wealth management, and corporate financing.
• Collaborated with local financial institutions to develop cross-border services, enhancing accessibility for clients engaged in international trade from France Lyon.
• Conducted regular market analyses to identify opportunities for growth and risk mitigation, ensuring alignment with French banking regulations and client objectives.
• Contributed to the development of training programs for junior bankers in France Lyon, focusing on compliance, ethical practices, and client engagement best practices.

Relationship Manager

Crédit Agricole, Lyon, France | June 2014 – December 2017

• Provided financial advisory services to small and medium-sized enterprises (SMEs) in France Lyon, helping them secure loans, optimize cash flow, and expand operations.
• Implemented digital banking tools to improve client accessibility and satisfaction, leveraging the bank’s mobile application for real-time support in France Lyon.
• Partnered with local chambers of commerce to organize financial literacy workshops, fostering community engagement and trust in the banking sector.
• Maintained a 95% client retention rate by addressing concerns promptly and ensuring transparency in all transactions.

Bank Teller & Customer Service Representative

Banque Populaire, Lyon, France | March 2011 – May 2014

• Assisted over 500 clients daily with account management, loan applications, and financial planning in France Lyon.
• Identified and resolved customer inquiries efficiently, contributing to a 30% increase in customer satisfaction scores.
• Supported the launch of new financial products tailored for Lyon’s local market, including microloans for startups and green energy initiatives.

MSc in Banking and Finance

Université Lumière Lyon 2, Lyon, France | 2010 – 2011

Coursework included financial markets, risk management, and European banking regulations. Thesis focused on the impact of digital transformation on client trust in France Lyon’s banking sector.

Bachelor of Arts in Economics

École des Hautes Études Commerciales de Lyon (HEC Lyon), Lyon, France | 2007 – 2010

Specialized in macroeconomic policy and financial systems, with a focus on the European Union’s economic landscape.

• Financial Expertise: Portfolio management, investment analysis, credit risk assessment.
• Regulatory Compliance: Proficient in French banking laws (e.g., AMF regulations) and GDPR standards for data protection.
• Digital Banking: Experience with SAP Business One, Microsoft Excel, and online banking platforms tailored for France Lyon’s clients.
• Client Engagement: Strong communication skills in French (native), English (fluent), and basic knowledge of Spanish.
• Leadership: Mentored 10+ junior bankers in France Lyon, fostering a culture of innovation and ethical practices.

• Certificat d'Expertise Bancaire (CEB) – 2015
• Chartered Financial Analyst (CFA) Level II – 2017
• FRM Certification (Financial Risk Manager) – 2019
• French Banking Compliance Certificate – 2016

• French: Native speaker
• English: Fluent (C1 level)
• Spanish: Basic proficiency

Professional Affiliations:

• Member of the Association Française des Banques (AFB), Lyon Chapter
• Volunteer for the Lyon Chamber of Commerce’s financial inclusion initiative

Community Involvement:

• Organized a workshop on personal finance for students at Lycée Français de Lyon in 2021.
• Supported local startups through mentorship programs offered by the Lyon Innovation Hub.

Contact:

Email: [[email protected]] | Phone: +33 4 89 12 34 56 | Location: Lyon, France