Lukas Safar

Berufserfahrung von Lukas Safar

• Bis heute 11 Jahre und 9 Monate, seit Okt. 2012

  Middle Office Specialist

  Equabank

  Supporting bankers in preparing credit proposals submitted to approval authorities. Review of drawdown conditions for loans and fulfilment thereof, including credit portfolio management and management of new loan transactions. Preparation of KTK prolongation, Administration of documents related to closing out loan cases. Management of client loan document archives and review of data compliance for loan account statements. Internal database management for lending cases.

• Bis heute 13 Jahre und 6 Monate, seit 2011

  Private Banker

  Equabank a.s.

  Referred to as securities, commodities and financial services sales agents. Responsible for performing banking duties and overseeing the financial activities for personal accounts, comfortable with marketing techniques, such as cold-calling, to help build a customer-base. I work in an office environment, meet clients in a social setting or attend networking events. Excellent customer service skills and comfortable explaining investment options.

• 9 Monate, Sep. 2010 - Mai 2011

  Private Banker International Desk

  Banco Poplare di Verona e Novara

  Selling of the products and services to the customers, customer service quality, improve sales by aggressively find new potential customers. Provide expert advice and service to Italian and English speaking customers. Find satisfaction in offering the right financial solutions to help customers with large expenses, such as saving for college, buying a home, and planning for retirement. Take pride in exceeding their clear-cut goals.Receive frequent recognition and rewards for top performance.