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Оксана
Фінансовий асистент
- City:
- Kyiv
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Oksana Pliaka
Phone: [
Email: [
Address: 7 Sofii Rusovoi Street, ap. 397, Kyiv, Ukraine
Birth date: May 16, 1976
Education:
June 1993 – July 1998 – Master of Marketing, Odesa National University of Economics
2007 – Accounting courses, Chief Accountant (1C) certification
2022 – SQL courses
Professional Experience:
March 10, 2018 - present – Joint-Stock Company “Sense Bank”, Personal Customer Service Specialist for Small Business
Duties & Responsibilities:
• Development and maintenance of the client base;
• Engaging new clients and conducting negotiations with them;
• Managing clients’ operations according to the financial monitoring requirements;
• Analysis of clients’ economic activity;
• Analysis of clients’ financial operations activity within the Bank in order to identify clients’ issues and needs and take measures to retain them;
• Opening all types of business accounts and providing settlement and cash services
• Managing clients’ computer files by collecting and entering data into the banking software system
• Creating clients’ legal files and archiving relevant documents;
• Analyzing financial reporting of enterprises and reviewing statutory instruments;
• Processing loans and credit lines applications and monitoring the proper use of the funds provided;
• Ensuring all client files are full and up-to-date;
• Compiling comprehensive monthly client and internal reports and presenting them to management:
• Negotiating individual plans for clients for the purpose of attracting new clients and retaining them.
October 2016 – March 2018 – Unіcredit Bank (Public Joint Stock Company “Ukrsotsbank”), Chief Economist for Legal Entities Services
May 2012 – April 2014 – Unіcredit Bank, Feodosiia – Chief Economist for Legal Entities Services
October 2011- April 2012 – Unіcredit Bank, Feodosiia – Senior Cashier/Controller
January 2011 – July 2011 – PJSC Ukrsotsbank, Yalta – Senior Cashier/Controller
June 2005 – August 2007 – Kharkiv Regional Department of Material and Technical Support of the Southern Railway – Accountant of the oxygen station
January 1999 – May 2005 – Konotop Territorial Department of Material and Technical Support of the South-Western Railway – Document processing operator
Additional Information:Languages: Russian, Ukrainian, English (Pre-Intermediate).Technical skills: Windows platform, Microsoft Office (Excel, Word), SQL, CRM Sibel, Banking Software.
Certificates: Driver’s License, category “B” (passenger cars maximum of 8-passenger capacity)
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