Roxana Stefania Dunoiu

Premium Customer Relations Manager @ Banca Transilvania

About

At Banca Transilvania, my focus is on elevating the customer experience for our premium clients. Leveraging expertise in financial planning and Excel, I deliver tailored assistance and proactive solutions that align with our affluent clients' unique investment profiles. The organization benefits from my dedication to ensuring service excellence and responsiveness in addressing both internal and external client inquiries. Drawing upon my extensive background in customer success and marketing campaigns, I am committed to nurturing long-term client relationships and advancing the portfolio of affluent clients entrusted to me during my time at BCR. My mission is to facilitate our clients' financial aspirations, backed by a proven track record of quality assurance, organizational acumen, and strategic marketing communications.

Country

Romania

City

Bucharest

Industry

Investment Banking

Skill

Team Management, Analytical Skills, Customer Success, Store Management, Event Management, Communications Planning, Strategic Communications, Sales Presentations, Relationship Building, Time Management, Interpersonal Skills, Customer-Focused Service, Customer Engagement, Account Management, Client Services, Communication, Critical Thinking, Key Client Relationships, Client Liaison, Customer Experience

Experience

Premium Customer Relations Manager

Banca Transilvania

2024-7 - Present · 2 yrs 3 mos

Bucharest, Romania

Personal Banker

BCR

2022-5 - 2024-9 · 2 yrs 5 mos

Bucharest, Romania

-Administration and development of the portfolii allocated by Affluent clients by providing assistence and proactive sales of the products and services of the bank and BCR subsidiaries specific to the Affluent segment, being their dedicated person. -Ensuring assistance and financial planning according to the identified investment profile, in compliance with the performance standards for the Affluent and Private Banking segment. -Promptness and responsiveness in solving the problems of internal and external clients.

Responsible for product development and data processing

QFORT

2021-9 - 2022-4 · 8 mos

Craiova, Dolj, Romania

Carrying out the activity of data collection and processing using the company's programs, internal software and design applications. Responsibility for the quality of the data processing activity and for their correctness. Preparation of reports according to priorities and urgencies and compliance with the deadlines for carrying out the established activities. Responsibility to be up to date with the evolution of specific regulations for the completion of projects.

Customer Relationship Officer

ING

2016-10 - 2021-9 · 5 yrs

Craiova, Dolj, Romania

Coordinating the activity within the unit, researching and attracting new clients; Carrying out the most efficient way of serving customers, with a high degree of quality of services; Advising existing and potential clients in accordance with the range of products available in the portfolio; Ability to initiate and develop interpersonal relationships; Good communication and negotiation skills; Client portfolio development Performance orientation Ability to sell in conditions of competition on the market; Responsibility; Positive attitude, problem-solving orientation; Ensuring a good image of the company;

Store Manager

Arsis Trading SRL

2011-9 - 2016-10 · 5 yrs 2 mos

Craiova, Dolj, Romania

Ensuring a good company image; Motivation and coordination of the team and the point of work; Capacity to train, motivate and organize a team; Positive attitude, problem-solving; Good communication skills; Developing client portfolio; Selling skills in competitive market conditions