Junior banking advisor

Hunting for a position with a dynamic group in the New York

Passionate before being a banker

A banking advisor based in Aix-en-Provence, I'm first and foremost a lover of figures and human relations. My sense of communication and service enable me to bring my actions to a successful conclusion. A strong team player with the ability to juggle different projects, I'm also creative and cheerful, which makes me an effective and valued colleague.


English native

Spanish reading, speaking and writing

German, (notions)

25 years old

New York, United States

william.valnet@valnet.com

+12127363100

My skills

  • Management and follow-up of individual customer accounts
  • Processing bank loans and credit applications
  • Definition of overdraft authorizations
  • Mastery of financial transaction methods

• Risk assessment of financing granted

• Sales development and prospect follow-up

• Proficiency in word processing and spreadsheet software

My work experience

group

Customer advisor

Allias Bank

2016/2018

Management and monitoring of individual customer accounts, investment advice, financial transactions, sales development...

group

Account Manager

Banking and you

2015/2016

Welcoming customers, providing advice, negotiating, carrying out banking transactions, opening accounts, selling savings products and other services...

group

Trainee

Star Bank

2014 (3 months)

Immersion in the heart of the business, observation of the bank advisor on the job, assistance with account monitoring and customer reception (telephone, internet, mail).

Allias Bank of New Jersey

"Guillaume Valnet's interpersonal skills and reliability make him an invaluable asset to any banking establishment.

François, agency manager

My training courses

school

Professional banking degree

New York

2014

I specialize in managing private customers, an audience I'm more interested in, and graduate with honors.

school

MBA Banking, customer advisor

New York University

2012/2013

I'm continuing with a general training course in banking and I'm evolving comfortably in this environment which already seems familiar to me.

school

Scientific High School Diploma

New York High School

2011

I began my career with a scientific baccalaureate, which fascinated me and confirmed my vocation for working with numbers.

For more information or to arrange an interview, please contact me at

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