Geraldine Bernard
Floreal
Summary
Results-driven banking professional with 18 years of experience in strategic planning, project coordination, and customer relationship management. Adept at developing innovative initiatives and driving revenue growth. Leadership and coaching skills, with a focus on enhancing customer experience and operational efficiency. Currently completing an MBA Executive – International with IAE Paris and Sorbonne Business School, holding a CISI Level 3 Certificate in Wealth and Investment Management, and a degree in Marketing Management.
Overview
18
18
years of professional experience
Work History
Relationship Manager
MCB SELECT
04.2021 - Current
- Maintain and develop long-term relationships with high-net-worth clients, providing tailored banking and investment solutions.
- Achieve assigned targets and grow the segment’s business brand value through outstanding service and exclusive privileges.
- Build a network of internal and external contacts to originate new business and expand the client portfolio.
- Monitor portfolio performance, identify deviations, and take corrective actions to increase profitability.
- Ensure compliance with bank policies and international procedures for risk management.
- Coach team members and share expertise to promote a high-performance culture.
- Actively participate in dedicated events, representing the bank and fostering client relationships.
Sales Coordinator
MCB Retail SBU
09.2017 - 04.2021
- Developed and coordinated the implementation of sales strategies for the Retail Network, achieving set KPIs and enhancing profitability.
- Collaborated with regional management to identify opportunities, process improvements, and training needs, increasing sales force efficiency.
- Participated in annual strategic planning, defining objectives and KPIs for the region.
- Monitored performance metrics, identified deviations, and implemented corrective actions to meet business goals.
- Organized and coordinated commercial events, workshops, and expert panels to drive sales and customer engagement.
- Identified training needs and liaised with learning partners to deliver targeted development initiatives.
Personal Banker
SBM Bank (Mauritius) Ltd
05.2015 - 08.2017
- Sold suitable banking products while ensuring compliance with policies and procedures.
- Established trust with clients through consistent, credible, and responsive interactions.
- Expanded relationships with internal departments to enhance collaboration.
- Acquired and managed a profitable portfolio of Premier Banking customers effectively.
- Maintained up-to-date knowledge of banking trends and competitive landscape.
Bank Teller
HSBC
09.2010 - 05.2015
Bank Teller, Customer Service Representative
Bramer Banking Corporation
12.2009 - 09.2010
Call Centre Operator, Bank Teller
SBM Bank (Mauritius) Ltd
09.2007 - 05.2009
Education
MBA Executive - International -
IAE Paris – Sorbonne Business School
Level 3 Certificate - Wealth & Investment Management
Chartered Institute of Securities and Investment
BSc (Hons) - Marketing Management
University of Mauritius
Skills
- Data Analysis
- Reporting
- Excel
- Power BI
- CRM Systems
- Bank-specific platforms
- Financial Advising
- Sales Reporting
- Public Speaking
- Fluent in English and French
- Written and verbal communication
Training And Development
- L’Art de la Table by Grays
- Mastering Client Relationships: From Discovery to Negotiation by Dale Carnegie
- Public Speaking by Shawn Payen
- MS Excel Advanced by Harel Mallac Technologies
Languages
English
First Language
French
Proficient (C2)
C2
Timeline
Relationship Manager
MCB SELECT
04.2021 - Current
Sales Coordinator
MCB Retail SBU
09.2017 - 04.2021
Personal Banker
SBM Bank (Mauritius) Ltd
05.2015 - 08.2017
Bank Teller
HSBC
09.2010 - 05.2015
Bank Teller, Customer Service Representative
Bramer Banking Corporation
12.2009 - 09.2010
Call Centre Operator, Bank Teller
SBM Bank (Mauritius) Ltd
09.2007 - 05.2009
MBA Executive - International -
IAE Paris – Sorbonne Business School
Level 3 Certificate - Wealth & Investment Management
Chartered Institute of Securities and Investment
BSc (Hons) - Marketing Management
University of Mauritius
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