Customer Service and Banking Specialist | CazVid

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Samuel Espitia

Bogotá, Bogota D.C., Colombia

Customer Service Officer with financial advisory and client relations expertise

  • Collaborated with team to provide personalized banking solutions to improve customer relationships
  • Handled direct sales actions including account improvements, credit limit increases, and record delivery
  • Contributed to delivering customer-focused service in a banking environment at Scotiabank
Customer Service
Advanced
Provided customer-focused service, ensuring high satisfaction and strong organizational relationships.
Financial Advice
Intermediate
Collaborated in delivering financial advice to clients to enhance their personal banking experience.
Sales and Account Management
Intermediate
Performed direct sales activities including account improvements and credit limit adjustments.
Communication Skills
Advanced
Engaged in personal interactions with clients to foster organizational relationships and explain banking options.
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Customer Service Officer (Financial Agent)

Deliver a customer focused service throughout a banking systemnCollaborate in providing financial advice to improve customers personal bankingnCollaborated in personal interactions with customers to improve an organizational relationship between Scotiabank and our customers.nExplain and action direct sales to the client, such as improvement of accounts, both debit and credit, increases to credit limits and record delivery options.

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