1.2. Cum gestionezi mai multe sarcini Flashcards

1
Q

cum gestionezi* mai multe sarcini?

A

how do you manage multiple tasks?

handle

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2
Q
  1. rezolvarea sarcinilor în funcție de* priorități:ridicată, mare, medie scăzută și termene limită*.
  2. o planificare detaliata
  3. revizuirea prioritatilor si ajustarea in functie de schimbari ale planului
A
  1. solving tasks according to priorities high high average low and deadlines.
  2. a detailed planning
  3. reviewing priorities and adjusting according to changes in the plan

—-»> based on, in terms of, dependin on, in accordance, by priorities

—» time limits, timelines, timescales

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3
Q

Ziua poate fi încărcată* cu mai multe sarcini:
1 atragerea de clienți noi

2 prezentare de oferte de credite sau produse clientilor din agentie

3 răspunderea la solicitări pe mail sau telefon

4 analiză credite

5 urmărire clienți

A

The day can be loaded with several tasks:

1 attracting new customers

2 presenting loan offers or products to clients from the agency

3 responding to requests by email or phone

4 credit analysis

—-»> loaded, packed, filled, busy, charged, full of,

5 customer follow-up

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4
Q

am gestionat eficient un volum mare de credite.

Am stabilit* prioritățile în funcție de nivelul de risc și termene limită

A

I efficiently managed a large volume of loans.

I prioritised according to risk level and deadlines

I set (established, decided on, determined, defined ) priorities based on risk level and deadlines

I have prioritised

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5
Q

astfel am prioritizat clienții cu scoruri de credit critice (acordând atenție celor cu scoruri mai mari în primul rând și respectând totuși termenele stricte)

A

thus we prioritized customers with critical credit scores (paying attention to those with higher scores first and still meeting strict deadlines)

—» time limits, timelines, timescales

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6
Q

doi planificarea detaliată și împărțirea sarcinilor în pași mici, realizabili

A

two detailed planning and breaking down tasks into small, achievable steps

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7
Q

trebuie să planific timpul în avans pentru a ma asigura că am timp pentru a finaliza sarcinile

A

I have to plan my time in advance to make sure I have time to complete tasks

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8
Q

evit să fiu copleșită și mențin productivitate

A

I avoid being overwhelmed and stay productive

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9
Q

sunt flexibilă și mă adaptez în funcție de necesități. Astfel nu mă agăț de un plan rigid ca să ajung la stres și frustrare

A

I am flexible and adapt according to needs. That way I don’t stick to a rigid plan to stress and frustration

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10
Q

îmi stabilesc obiective noi în fiecare zi (de exemplu contactez 10 clienți)

A

I set new goals every day (for example contact 10 customers)

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11
Q

evit distragerile (email, telefon) pentru a putea să mă concentrez pe sarcinile cele mai importante și să le finalizez cât mai repede

A

I avoid distractions (email, phone) so I can focus on the most important tasks and complete them as quickly as possible

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12
Q

sunt realist cu privire la timp: nu fac mai multe sarcini în același timp, pentru a nu duce la stres și scăderea productivității

A

I am realistic about my time: I don’t do multiple tasks at the same time, so as not to lead to stress and decreased productivity

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13
Q

folosesc instrumente de genul calendare, listă de sarcini, cronometre: pentru a planifica întâlnirile cu clienții și urmărirea sarcinilor importante

A

use tools like calendars, task list, timers: to plan client meetings and track important tasks

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14
Q
  1. blocarea timpului sau alocarea;
  2. urmăresc periodic progresul pentru a evita să uit sarcinile importante
A
  1. time blocking or allocation;
  2. I monitor progress periodically to avoid forgetting important tasks
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15
Q

delegarea sarcinilor mai puțin importante.

Astfel am mai mult timp să mă concentrez pe sarcinile importante

A

delegating less important tasks.

This way I have more time to focus on important tasks

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16
Q

Exemplu 1 - loan officer

A
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17
Q

Identifică Urgența și importanța fiecărei sarcini

A

Identifies the Urgency and importance of each task

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18
Q

Urgența se referă la termenele limită și impactul imediat asupra clienților

A

Urgency refers to deadlines and immediate impact on customers

—» time limits, timelines, timescales

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19
Q

un client care dorește să blocheze un card furat are nevoie de asistență imediată

A

a customer who wants to block a stolen card needs immediate assistance

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20
Q

importanța se referă la impactul asupra relațiilor cu clientul și asupra obiectivelor băncii

A

importance refers to the impact on customer relationships and the bank’s objectives

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21
Q

un client care dorește să deschidă un cont economii are o importanță ridicată pentru bancă

A

a customer who wants to open a savings account is of high importance to the bank

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22
Q

Stabilește prioritățile: astfel categorizează sarcinile în funcție de urgență și importanță si folosim o matrice de prioritizare

A

Prioritize: this is how we categorize tasks according to urgency and importance and use a prioritization matrix

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23
Q

urgent și important, urgent si mai puțin important,important dar nu urgent, nici urgent nici important

A

urgent and important, urgent and less important, important but not urgent, neither urgent nor important

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24
Q

blocarea cardului furat are prioritate maximă

A

blocking the stolen card has the highest priority

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25
Q

deschiderea contului de economii are prioritate mare după blocarea cardului

A

opening the savings account has high priority after blocking the card

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26
Q

oferirea de informații despre creditul ipotecar este important dar poate aștepta câteva minute. astfel are prioritate medie

A

Providing mortgage information is important but can take a few minutes. thus it has medium priority

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27
Q

actualizarea datelor de contact are prioritate scăzută

A

updating contact details has low priority

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28
Q

planifica-ti timpul: foloseşte agendă pentru cererile de credit

A

plan your time: use the agenda for credit applications

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29
Q

aloca timp pentru cererile prioritare și rezolvă-le pe cele mai puțin importante când ai momente mai libere

A

allocate time for priority requests and deal with less important ones when you have more free time

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30
Q

comunicare eficientă: informează clienții despre timpul estimat de rezolvare a cererilor lor, astfel încât să gestionezi așteptările lor

A

effective communication: inform customers about the estimated time to resolve their requests so that you manage their expectations

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31
Q

păstrează-i pe clienți actualizați în legătură cu progresul cererii lor

A

keep customers updated on the progress of their application

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32
Q

revizuiește și ajustează periodic. revizuiește prioritățile și ajustează le în funcție de noile informații (cereri) sau schimbări

A

review and adjust periodically. reviews priorities and adjusts them based on new information (demands) or changes

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33
Q

Exemplul 2: back office analyst

A
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34
Q

Ziua poate fi încărcată cu mai multe sarcini

A

The day can be loaded with several tasks

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35
Q

un analist de risc în bancă Trebuie să gestioneze mai mult de dosare legate de valoarea riscului clienților

A

A risk analyst in the bank has to manage more than files related to the value of the risk of customers

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36
Q

Identifică Urgența și importanța fiecărei sarcini

A

Identifies the Urgency and importance of each task

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37
Q

Identifică Urgența și importanța fiecărei sarcini

A

Identifies the Urgency and importance of each task

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38
Q

Urgența se referă la termene limită și consecințele nerespectării acestora

A

Urgency refers to deadlines and the consequences of not meeting them

—» time limits, timelines, timescales

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39
Q

un audit intern programat pentru a doua zi are prioritate ridicată

A

an internal audit scheduled for the next day has high priority

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40
Q

importanța se referă la impactul asupra obiectivelor băncii

A

importance refers to the impact on the bank’s objectives

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41
Q

evaluarea riscului pentru un client mare care solicita un împrumut mare- este foarte important

A

risk assessment for a large client requesting a large loan - is very important

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42
Q

audit intern are prioritate ridicată

A

internal audit has high priority

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43
Q

evaluarea riscului pentru un client mare: are prioritate mare, dar după audit

A

risk assessment for a large client: high priority, but after audit

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44
Q

actualizarea documentației de conformitate are prioritate medie

A

updating compliance documentation has medium priority

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45
Q

solicitarea de informații este urgentă dar mai puțin importantă decât auditul și evaluarea riscului. astfel are prioritate scăzută

A

the request for information is urgent but less important than the audit and risk assessment. thus it has low priority

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46
Q

planifică timpul: folosește agenda pentru a planifica zilele și săptămânile

A

plan your time: use your calendar to plan your days and weeks

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47
Q

Asigură-te ca aloci timp pentru task urile prioritare și rezolvă-le pe cele mai puțin importante în intervalele mai libere

A

Make sure you allocate time for priority tasks and tackle the less important ones in the freer intervals

48
Q

voi ține cont de

A

I will keep in mind

49
Q

termene stricte sau limită

A

strict deadlines or deadlines

50
Q

de a lungul timpului indiferent dacă am lucrat în back office sau in front office

A

over time regardless of whether I worked in the back office or in the front office

51
Q

scoruri critice

A

critical scores

52
Q

Adaugat

A
53
Q

Care sarcina este prioritara? (o prioritate)

prioritizata

A

Which task is a priority?

Which task is prioritized?

54
Q

urmând să categorisim fiecare task

A

going to categorize each task

by categorizing each task into

55
Q

grila de prioritizare

A

the prioritization grid

56
Q

este o activitate prioritară

A

it is a priority activity

57
Q

ținând cont de termenul limită

A

taking into account the deadline

in view of the deadline

having regard to the deadline

58
Q

voi face* o planificare detaliată

A

I will do a detailed planning

make

59
Q

trebuie să revizuiesc și să ajustez noile priorități

A

I have to review and adjust the new priorities

60
Q

accesarea altor produse bancare

A

accessing other banking products

access other banking products

61
Q

rezolvarea task-urilor sosite* prin email

A

solving the tasks received by email

received, arrived, sent, delivered, reached, submitted

62
Q

am avut un volum foarte mare* de credite

A

I had a very large volume of credits

high

63
Q

este important profilul de risc al clientului

A

the risk profile of the client is important

profile of risk

64
Q

trebuie să încadrez* fiecare sarcină in functie de importanta si urgenta

A

I have to classify each task according to importance and urgency

categorise, frame, fit, put, place

65
Q

se referă* la consecința* nerespectării termenului limită

A

refers to the consequence of not meeting the deadline

concerns the consequence of not respecting the deadline

missing

66
Q

altfel are consecințe asupra* clientului

A

otherwise it has consequences on the customer

for

67
Q

importanța se referă la consecința asupra obiectivelor băncii

A

importance refers to the consequence on the bank’s objectives

68
Q

actualizare de date a clienților

A

client data update

updating of clients’ data
client data

69
Q

că trebuie să analizăm dosarul de credit al unui client important

A

that we need to analyze the credit file of an important client

70
Q

trebuie să actualizez conformitatea pentru un client

A

I need to update compliance for a customer

71
Q

trebuie să cer* informații pentru dosarul de credit

A

I need to request information for my credit file / loan file

request, require, ask, get, demand

72
Q

în perioadele mai libere o* să mi las activitățile mai puțin importante

A

in the freer periods I will leave my less important activities

I’ll leave the less important activities to my free periods

to, for, during

73
Q

trebuie să țin clientul la curent* în legătură* cu stadiul* dosarului*

A

I need to keep the client informed about the status of the file

state-starea

informed, updated, up-to-date

about, of, on, regarding

case, dossier, file

74
Q

dosare de credit

A

credit files / loan files

75
Q

tinand cont de

A

taking into account

in view of

having regard to

76
Q

Care sarcina este prioritara

A

Which task is a priority?

77
Q

stadiul dosarului

A

status of the file

state - starea

78
Q

prin împărțirea a fiecarei sarcini în părți mai mici

A

by breaking each task into smaller parts

79
Q

scopul final este

A

the ultimate goal is

80
Q

este dat finalizat sarcina la timpul potrivit

A

the task is completed at the right time

81
Q

nu trebuie să mă agăț de un plan rigid

A

I don’t have to stick to a rigid plan

hold on to, cling, commit to, keep to, follow

82
Q

trebuie să evit distragerile

A

I have to avoid distractions

83
Q

pentru a nu scădea eficiența și a fi copleșit

A

in order not to decrease efficiency and be overwhelmed

84
Q

cronometru

A

timer
stopwatch
chronometer
timekeeper

85
Q

să evit distragerile care mă pot îndepărta* de

A

to avoid distractions that can take me away from

distract

86
Q

importanță medie

A

medium importance

87
Q

trebuie să urmăresc clienții

A

I have to follow the customers

I need to follow up with customers

88
Q

In zilele mele obișnuite

A

In my usual days

89
Q

și asupra consecințelor nerespectării acestuia

A

and on the consequences of its non-compliance

and the consequences of not complying with it
respecting it

and the consequences of failure to comply

and the consequences of failing to comply with it

90
Q

sarcinile mult mai puțin importante

A

much less important tasks

91
Q

indiferent dacă* activitatea se desfășura* în backoffice sau frontoffice

A

regardless of whether the activity was carried out in the backoffice or frontoffice

whether the work was in the backoffice or frontoffice

whether, no matter whether, regardless of wheather

carried out,was, was done, took place, happened

92
Q

a aloca timp pentru ele

A

to allocate time for them
make time for them
set aside time for them
allow time for them

93
Q

cât timp va dura dosarul lor să fie prelucrat

A

how long it will take for their file to be processed

94
Q

cât timp va fi alocat dosarului

A

how much time will be allocated to the file

95
Q

și cât timp va dura

A

and how long it will take
last

96
Q

noile informații care vor apărea

A

the new information that will appear
new information to come
new information that will emerge
occur

97
Q

este important să-l finalizezi la timpul lui

A

it is important to complete it on time
it’s important to finalize it in its own time

due time - tim util

98
Q

am avut un număr maxim de echipare pe client

A

we had a maximum number of equipment per client

99
Q

O foarte mare precizie în diagnosticarea dosarelor

A

A very high precision in the diagnosis of files

100
Q

le ofeream consiliere

A

I was offering them counseling

I was counseling/counselling? /advising them
I was offering advice

101
Q

în apelurile telefonice

A

in phone calls

102
Q

am furnizat servicii pentru clientela de private banking

A

I provided services for private banking clients
clientele

103
Q

am monitorizat tranzacțiile clienților

A

I monitored customer transactions

tracked, followed

104
Q

dacă dădeau indicii* de anomalie* le raportam mai departe

A

if they gave indications of anomaly, I would report them further

signs, hints, clues, evidence

anomalies

105
Q

performanța lor depășind performanța altor colegi

A

their performance surpassing that of other peers

exceeding

(merge si overcoming)

106
Q

eram unul din cei doi consilieri pe grup

A

I was one of the two counselors in the group

counsellors

107
Q

am întocmit o fișă de verificare

A

I have drawn up a check sheet
prepared, set, established, written, filled, created

108
Q

pentru a fi predate finanțatorului

A

to be handed over to the financier

delivered, submitted, given, passed, provided

fundor, donor, lender

109
Q

fonduri nerambursabile

A

non-refundable funds
non-reimbursable funds

110
Q

prin redactarea cererii de finanțare

A

by drafting the funding request
by writing the grant application

111
Q

produsele vândute erau destinate clientelei de persoane fizice si de private banking

A

the products sold were intended for individuals and private banking clients

aimed, directed, targeted

112
Q

produsele vândute erau destinate clientelei de persoane fizice si de private banking

A

the products sold were intended for individuals and private banking clients

aimed, directed, targeted

113
Q

in acest fel ajungând* să cresc veniturile băncii

A

thus increasing the bank’s income

this way, in this way

i get to increase

getting, ending

114
Q

am perseverat in găsirea unei soluții atunci când era cazul

atunci cand trebuia

A

I persevered in finding a solution when it was necessary

when i had to

115
Q

am instruit un număr peste 10 angajati

A

I trained more than 10 employees

116
Q

experienta de la locul anterior a fost de mare ajutor

A

the experience from the previous place was very helpful

117
Q

toţi clienţii erau fericiţi cu rapiditatea operaţiunilor

A

all customers were happy with the speed of operations

all customers were satisfied with the rapidity of operations