Carlos Angel
Richmond,TX
Summary
Commercial executive with 10 years of experience in the banking sector. Extensive knowledge of different financial products and services. Ability to manage projects, commercial relationships based on good communication. Optimal service guaranteeing customer satisfaction and generating recurrent negotiations.
Overview
9
9
years of professional experience
Work History
Senior Business Executive
Finesa Financial Group
03.2020 - 12.2021
- Provide advice on goods and services offered by the Bank and carry out the sale of such goods and services.
- Provide technical and practical advice on goods and services offered.
- Manage, segment, and analyze assigned portfolios of customers in order to identify business opportunities.
- Follow up with customers in assigned portfolios to generate secure sales.
- Provide customer service, seeking solutions to any inconveniences and ensuring that service acquisition and post-sale experience are pleasant.
- Periodically coordinate meetings with suppliers (distributors) in order to strengthen commercial relationships and multiply business generation opportunities.
- Periodically manage product promotions with suppliers.
- Carefully plan processes to be carried out in order to achieve objectives set, presenting and maintaining daily, weekly, and monthly management reports.
Senior Business Executive
Scotiabank Colpatria
07.2013 - 02.2020
- Provide advice on goods and services offered by the Bank and carry out sales of such goods and services.
- Provide technical and practical advice on goods and services offered.
- Manage, and segment analyze assigned portfolio of customers in order to identify business opportunities.
- Follow up with customers in assigned portfolios to generate secure sales.
- Provide customer service, seeking solutions to any inconveniences and ensuring that service acquisition and post-sale experience is pleasant.
- Periodically coordinate meetings with suppliers (distributors) in order to strengthen commercial relationships and multiply business generation opportunities.
- Periodically manage product promotions with suppliers.
- Carefully plan processes to be carried out in order to achieve objectives set, presenting and maintaining daily, weekly, and monthly management reports.
Executive Assistant
Banco De Occidente (Bank Of The West)
07.2012 - 04.2013
- Handled confidential and sensitive information with discretion and tact.
- Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
- Organized and coordinated conferences and monthly meetings.
- Processed travel expenses and reimbursements for executive team and senior management group.
Education
Bachelor of Business - Business And Marketing Professional.
Universidad Central De Bogota
Bogota, Colombia 11.2019
High School Diploma -
B.A.C
Bogota, Colombia 07.2010
Skills
- Business Operations
- Contract Negotiation
- Sales Engineering
- Partnered with Executive Team to Develop Long-Range Strategic Initiatives
Languages
Spanish
Native or Bilingual
English
Limited Working
Timeline
Senior Business Executive
Finesa Financial Group
03.2020 - 12.2021
Senior Business Executive
Scotiabank Colpatria
07.2013 - 02.2020
Executive Assistant
Banco De Occidente (Bank Of The West)
07.2012 - 04.2013
Bachelor of Business - Business And Marketing Professional.
Universidad Central De Bogota
High School Diploma -
B.A.C
Similar Profiles
Leroy MckinnisLeroy Mckinnis
Business Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial GroupBusiness Development Manager at LandAmerica Commonwealth Financial Group, LandAmerica Financial Group
June MagallanesJune Magallanes
Executive Marketing Director at Transamerica Financial Advisors, Inc and World Financial GroupExecutive Marketing Director at Transamerica Financial Advisors, Inc and World Financial Group
Jonathan BeerJonathan Beer
OSJ Branch Manager at BAR Financial, A Region of Cetera Financial GroupOSJ Branch Manager at BAR Financial, A Region of Cetera Financial Group
Lindsey CaudilloLindsey Caudillo
MA-NCT at Next Level Urgent CareMA-NCT at Next Level Urgent Care
Maria Andreina Campos SotoMaria Andreina Campos Soto
Return Processing Associate at Amazon LLCReturn Processing Associate at Amazon LLC