
*Maintained accuracy in all types of banking transactions in a timely and accurate manner.
*Participated in the daily operations of the branch, open and close procedures, entry and exit for safe deposit box customers following all the policies.
* Assisting clients with telephone inquiries to provide solutions to their banking needs.
* Opened new accounts, approved wires transactions, maintained customers profile update.
*Proactive conversations with clients through inbound and outbound interactions identifying potential business development opportunities.
*Collaborated with team members to achieve branch performance metrics, fostering a positive work environment
*Developed administrative processes to achieve organizational objectives and improve office efficiency.
*Monthly handling and balancing.
*Coordinated appointments, meetings and conferences.
*Management of legalization of contracts, notarial letters and more
*Updated system to organize office documentation, maximizing productivity.
*Responded effectively to sensitive inquiries or complaints.
*Managed physical and digital files, monitored spreadsheets and updated reports to coordinate project materials.
*Coordinated travel arrangements and completed expense reports for travel reimbursement.
*Support in updating various process reports.
*In charge of the company's customer loyalty program.
*Management of personnel under my charge (schedules- payments- fulfillment of functions)
*Coordination of training of new procedures.
*Generate weekly and monthly reports.
*Organization of different launch events.
*Management and balancing of petty cash.
*Follow-up of client portfolio.
*Enter data to the system of renewals and new policies.
*Developed and documented risk management systems.
*Assessed products and processes to evaluate potential environmental and financial impacts and long-term profitability .
*Monitored risk assessments and assessed validity using industry-specific methods.
*R eviewed files, records and other documents to obtain information or respond to requests.
*Archive and writing of research, reports and emails corresponding to the area.
*Management and balancing of petty cash
*Prepared meeting agendas, attended meetings and recorded and transcribed
minutes.
*Sorted and distributed incoming mail, dispersing to appropriate departments and personnel.
*Coordination and development of different activities in the area.
Identified issues and utilized emotional intelligence and diplomatic communication
to defuse.
Responsible for providing an excellent service and helping customers acquire the
ideal product for their needs.
Ordered checks, placed stop payment orders and conducted additional special
services for customers.
Welcomed customers and offered pleasant service during entire transaction.
Met or exceeded sales goals by promoting bank products and services in
customer interactions.
Counted currency, coins and checks received to prepare for deposit or shipment
to branch banks or Federal Reserve Bank.
Development of sales strategies for products and services of the bank.
Balanced daily cash deposits and vault inventory with zero error rate.
● Course on "Documentary Credits and
Warranties” By Wells Fargo
● Conference on "Leadership Begins in
You, Fight to Lead" by ASDAGA
● Course on Investment Opportunities
in the Stock Markets (University of Lima