Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Carolina Jimenez Zapata

Phoenix,AZ

Summary

Forward-thinking Business Consultant with over 10 years of experience enhancing sales and client-relationship management. Talented at strategically pursuing new business opportunities and capitalizing on emerging market trends. Exceptional business acumen and history achieving remarkable channel growth with results-oriented approaches.

Overview

13
13
years of professional experience

Work History

Vice President Business Merchant Consultant

Bank of America
Phoenix, AZ
10.2022 - Current
  • Consulted with small business clients to identify priorities and deliver tailored solutions.
  • Oversaw multiple accounts, consistently surpassing performance goals.
  • Cultivated new accounts and enhanced value-added services to drive revenue growth.
  • Maintained a robust pipeline for new revenue generation and client retention.
  • Demonstrated extensive knowledge of merchant pricing, software, and security across various industries.
  • Utilized CRM software to track customer interactions and manage leads effectively.
  • Trained junior sales team members on best practices to improve overall performance.
  • Conducted product presentations and demonstrations for partners and potential clients.
  • Conducted regular training sessions for partners on product features and sales techniques.
  • Analyzed partner performance data to identify growth opportunities and support needs.
  • Facilitated communication between partners and internal teams to resolve issues promptly.
  • Attended conferences, trade shows and networking events related to the industry.

Mortgage Loan Officer/Home Equity Specialist

Wells Fargo
Phoenix, AZ
06.2018 - 02.2022
  • Procured new business to enhance sales and strengthen pipeline.
  • Provided attentive service to customers in person and via phone.
  • Collaborated with team members to fulfill project requirements and meet deadlines.
  • Answered customer inquiries, shared product insights, and verified pricing and availability.
  • Maintained current knowledge of industry trends to address customer needs effectively.
  • Cultivated relationships with key partners to enhance collaborative sales efforts.
  • Led training sessions for team members on sales techniques and product knowledge.
  • Developed sales presentations tailored to partner needs and market demands.

Territory Sales Executive

Cimetal
Medellin
11.2012 - 03.2016

• Developed relationships with prospects to expand sales territory.
• Managed customer accounts to attain sales goals and distribution targets.
• Presented products and services to meet client business needs.
• Analyzed potential sales opportunities and call plan.
• Assessed client needs and suggested product solutions.
• Presented products and services to prospective customers.
• Expanded business, developed revenue and managed market gains.
• Delivered customer orders and collected payments to keep accounts current.

Education

BBA - Business

Fundación Universitaria Autónoma De Las Américas
Medellin Colombia
02-2015

Skills

  • Financial Management
  • Forecasting
  • Lead Generation
  • Business Development
  • Payment Processing
  • Client Account Management

Languages

Spanish
Native/ Bilingual

Timeline

Vice President Business Merchant Consultant

Bank of America
10.2022 - Current

Mortgage Loan Officer/Home Equity Specialist

Wells Fargo
06.2018 - 02.2022

Territory Sales Executive

Cimetal
11.2012 - 03.2016

BBA - Business

Fundación Universitaria Autónoma De Las Américas