

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
with experience in customer service, claims management and sales.
Customer service and its requirements, such as openness and
closing accounts, payment addresses, card changes, letters
of presentation, claims, etc, guaranteeing satisfaction.
Sale of various financial products (credit cards, loans,
savings and current accounts, time deposits, mortgage loans,
vehicle credit, purchase of debt, preferential cash) and insurance of
according to the needs of client guaranteeing the profitability of the
business, always meeting the monthly goal proposed by the bank.
Comprehensive and personalized advice regarding financial matters,
banking digital education and solution of some incident that was inside
of my autonomy or derivation of the same to the corresponding area.
Receive, file and send documents in orderly and
classified to central file.
Registration and credit monitoring of each of the clients
Boosted sales by 20% and exceeded sales target by employing consultative sales tactics and superior customer care
Serve customers who arrive at the window in the various monetary and financial operations that they require, guaranteeing the best experience and security in their operations, as well as educating them to use the various digital media offered by BCP, in order to facilitate the use of our products.
Cash settlement and accounting
ATM supply
Sale of bank insurance
Refer potential credit card customers and other financial products as well as meet the proposed goals that are in our spreadsheet
Customer service by phone for various questions or emergencies that
may have with electrical supply or service.
Management of claims and customer requirements regarding
services provided by ENEL.
Sell new equipment and electrical installations
Coordinated resolutions for more than 100 daily customer inquiries while consistently achieving performance targets
Introduced higher standards for customer service and increased efficiency by streamlining operations
In charge of attending to requests of corporate lines, complying
care guidelines and ensuring quality care.
Responsible for selling new corporate lines or renewing equipment
Search for solutions that guarantee customer satisfaction and
same time are viable for company.
Compliance with applicable regulations in daily work.
SAP
OFFICE
EXCEL