Experienced in financial advising, customer support, security management, and sales, with a proven ability to develop client relationships and execute strategic initiatives across banking, security, and service industries.
Provided quality support to clients via phone and in-person, resolving inquiries and ensuring high satisfaction levels.
Developed personalized financial plans and managed client portfolios across multiple banking and financial institutions.
Designed security protocols, conducted risk assessments, and managed security initiatives for corporate clients.
Achieved sales targets, managed client relationships, and coordinated marketing efforts to increase customer base.
Silversea Cruise Line
Contributing to the development of the customer experience, focusing on sales objectives while maintaining a customer service perspective., Controlling and monitoring budgets and expenses., Answering phone calls and managing company email., Collaborating with different company departments.,...
Transunion USA (Transactel)
Providing telephone support to customers to resolve inquiries and issues., Adhering to internal procedures, company policies, and the established customer service protocol., Utilizing all available tools to provide support to customers on initial contact., Following up with customers, striving for...
Banco De Los Trabajadores (BANTRAB)
Verification of information in each application and submission for approval or denial., Compliance with applicable company controls, regulations, and policies., Careful registration and monitoring of each client's creditworthiness., Organization of personalized consultations to inform...
Banco de Antigua/ ScotiaBank
High School
Primary Education
Secondary Education
High School
Medical Sciences
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Handled documentation, reports, budgeting, and administrative tasks efficiently across roles.
Managing client portfolios and optimizing the range of financial products offered., Developing personalized financial plans to meet client objectives., Conducting market analysis to identify investment opportunities., Achieving monthly and annual sales targets set by the company., Providing advice...
G4S
Staff training in security matters, and management of security initiatives and campaigns., Compliance with current local and international security regulations., Development of customized security plans for different types of companies., Conducting risk assessments in work environments to identify...
Tigo Guatemala, S.A.
Gestión de una amplia cartera de clientes para maximizar ventas y fidelización., Participación en capacitaciones sobre nuevos productos y técnicas de venta., Coordinación con el equipo de marketing para el lanzamiento de campañas promocionales., Elaboración de reportes de ventas y análisis de...
BANTRAB
Gestión de carteras de clientes, optimizando la oferta de productos financieros., Elaboración de planes financieros personalizados para cumplir objetivos de clientes., Realización de análisis de mercado para identificar oportunidades de inversión.
GyT Continental
Credit advisor via call center for existing customers., Gestión de carteras de clientes, optimizando la oferta de productos financieros., Elaboración de planes financieros personalizados para cumplir objetivos de clientes.
Financiera de Grupo Improsa
In charge of getting bank loans for the customer., Captación, gestión y desarrollo de una cartera propia de clientes., Oferta y colocación de productos y servicios de acuerdo a las necesidades de los clientes.
Banco Industrial, S.A.
Client portfolio management, optimizing the financial product offering., Active participation in the launch of new banking products., Coordination of personal finance training sessions for clients.
