Bacociu Anca Daniela

Responsible for identifying and attracting corporate clients while delivering tailored financial consultancy aligned with each client’s unique business needs. Successfully managed and expanded an existing portfolio, developed long-term partnerships, and contributed to revenue growth through strategic financial solutions and a client-centric approach.

Key Responsibilities:

• Conducted in-depth market analysis to identify potential business clients and emerging opportunities
• Acquired and onboarded new corporate clients through targeted outreach and needs-based selling
• Delivered personalized financial advisory services aligned with clients’ operational goals
• Managed and grew a diverse portfolio of business clients, ensuring retention and satisfaction
• Developed long-term relationships through consistent follow-up and strategic engagement
• Collaborated cross-functionally to structure and implement optimal financial solutions
• Monitored portfolio performance and client feedback to enhance service delivery and identify growth opportunities

Conducted market analysis to identify business opportunities and managed a corporate client portfolio. Delivered tailored financial solutions aligned with each client’s operational and strategic needs, ensuring high service quality and long-term client engagement.

Key responsibilities:

• Conducted regular market research to identify potential corporate clients and assess industry trends
• Managed and expanded a portfolio of corporate clients (0–5 MEUR segment)
• Assessed business needs and proposed tailored banking products and financial services
• Built and maintained strong relationships with key decision-makers
• Ensured high customer satisfaction through consultative sales and continuous follow-up
• Collaborated with internal departments to structure optimal financial solutions

Provided direct client engagement and financial advisory services, focusing on attracting new business and strengthening long-term commercial relationships.

Key Responsibilities:

• Engaged directly with clients to understand financial needs and recommend suitable funding solutions
• Delivered end-to-end support throughout the financing process, from initial consultation to implementation
• Built and nurtured trust-based relationships with business clients
• Identified upselling and cross-selling opportunities to deepen client engagement
• Contributed to client acquisition efforts through targeted outreach and relationship-building initiatives
• Acted as a financial partner to clients, offering personalized guidance aligned with their business goals

Provided front-line financial guidance and support to individual clients, focusing on the promotion and efficient use of banking products. Played a key role in enhancing customer experience, increasing product adoption, and ensuring client loyalty.

Key Responsibilities:

• Presented and promoted banking products and services to individual clients in a clear and consultative manner
• Offered personalized assistance in setting up and using digital and in-branch banking tools
• Educated clients on product benefits and usage to enhance satisfaction and usability
• Supported client onboarding and ensured a seamless experience with the bank’s offerings
• Monitored client needs and proactively suggested suitable products and services
• Contributed to customer retention through timely support, proactive communication, and a customer-first approach

Specialized in promoting and selling banking products, with a proactive approach through in-branch and on-site client interactions. Provided dedicated support for account openings and contributed to business growth through direct customer engagement.

Key Responsibilities:

• Promoted and sold banking products such as current accounts, debit/credit cards, and savings solutions
• Supported clients throughout the account opening process, ensuring accuracy and compliance
• Conducted field visits to businesses and institutions to present banking offers directly to potential customers
• Collaborated with relationship managers to deliver tailored financial proposals during client meetings
• Acted as the first point of contact for product inquiries and initial credit consultations
• Strengthened the bank’s presence through face-to-face promotion and active client acquisition

Handled non-credit product sales and day-to-day banking operations, ensuring efficient and customer-oriented service delivery.

Key Responsibilities:

• Promoted and sold non-credit banking products, including current accounts, debit cards, and digital banking services
• Processed daily banking operations such as deposits, withdrawals, and currency exchanges
• Ensured compliance with internal procedures and regulatory requirements during all transactions
• Assisted clients with account-related services and provided guidance on product selection
• Maintained accurate records and ensured smooth execution of front-office transactions
• Contributed to meeting branch-level sales and service targets through consistent client support

Managed a client portfolio with a strong focus on customer acquisition and direct sales. Drove business growth through proactive outreach and personalized financial solutions.

Key Responsibilities:

• Managed and maintained a portfolio of clients, ensuring satisfaction and retention
• Identified and attracted new customers through targeted prospecting and outreach efforts
• Conducted direct sales of financial products and services, tailored to individual client needs
• Built and maintained strong client relationships to drive loyalty and repeat business
• Monitored portfolio performance and identified opportunities for upselling or cross-selling
• Collaborated with internal teams to ensure smooth onboarding and client servicing