Paolo Frasca

Banking Professional @Banco BPM

IT

I am an expert at helping the banks customers to buy a new home, manage their money and invest for the future. Duties of my job:Delivering quality financial advice to clients and investors. Helping clients and investors in grow, diversify and protect their acquired wealth and investments. Advising clients on mortgages and raising loans. Answering any financial and banking queries. Providing advice on investments. Maintaining a professional image at all times. Working closely with small and medium sized businesses. Putting into effect new procedures and policies passed down from Head Office. Handling customer queries face to face, over the phone or via correspondence. Marketing new financial products or services. Analysing financial reports. Advising companies on how to effectively use their money to grow their business. Opening new bank accounts for individuals and also companies. Thorough understanding of banking procedures. Banking competencies:Developing processes that reduce the time taken in processing loan applications. Profit & Loss management. Corporate accounting. Strategic planning. Presentation and sales skills. Knowledge of fund management. Loan consultation. Credit risk management and evaluation. Debt management. Good knowledge of finance and accounting. Insurance. Knowledge of foreign currency. Tax planning and compliance.Key competencies and skills:Customer satisfaction, Financial reporting, Tax reporting, Business processes, Data processing, Solution implementation, Portfolio management, Private banking, Commercial banking, Report writing, Decision making, Maths skills, Business administration, Asset and liability managementOnline banking.