Diana Linares
Bryan
Summary
Business Administration professional with over 9 years of experience in the banking sector in Colombia, specializing in administrative support, client relationship management, and operational efficiency. Skilled in managing both virtual and in-person communications, organizing workflows, and providing administrative assistance to ensure smooth business operations. Adept at handling tasks such as data entry, scheduling, financial reporting, and customer service, all while maintaining a high level of accuracy and attention to detail. My experience in managing teams and utilizing technological tools allows me to effectively streamline processes, contributing to business growth and operational effectiveness. I am committed to providing organized, proactive, and efficient support in fast-paced environments.
Overview
12
12
years of professional experience
Work History
Work Gap
None
01.2022 - 03.2025
- During this period, while I was waiting for my Employment authorization, I focused on my family as I was expecting and caring for my second baby
- I dedicated time to work my English skills through courses and daily practice
- Additionally, I actively participated in postpartum, breastfeeding, and parenting support groups, which allowed me to strengthen my interpersonal skills and my ability to organize and manage tasks in a family setting
Personal Banking Manager (Supernumerary)
Banco de Occidente
03.2020 - 12.2021
- Company Overview: Cali, Colombia
- Responsible for managing and expanding client portfolios of medium and high-profile clients, both in physical offices and through digital platforms, providing personalized banking solutions
- Successfully maintained long-lasting business relationships and exceeded commercial objectives in a hybrid environment (virtual and in-person)
- Cali, Colombia
- Increased client portfolio profitability by 30% through the design and implementation of personalized financial advisory strategies
- Acquired new clients through both in-person and virtual marketing campaigns, achieving 120% of the annual target
- Managed a remote sales team, focusing on training and motivation to meet commercial goals remotely
Virtual Relationship Executive
Banco de Occidente
01.2016 - 03.2020
- Company Overview: Cali, Colombia
- Specialized in the sale and advisory of banking products through virtual platforms, conducting client prospecting and online sales
- Maintained a high satisfaction and retention rate, leveraging digital tools and telemarketing techniques
- Cali, Colombia
- Achieved 120% of monthly goals for product placements via digital channels (personal, vehicle, and housing loans)
- Retained over 200 clients through virtual follow-up, achieving an 85% retention rate
- Successfully collaborated with multidisciplinary teams to increase referrals and generate new business through video conferencing and remote management platforms
Commercial Advisor
Banco de Occidente
06.2013 - 01.2016
- Company Overview: Cali, Colombia
- Advised on placement and acquisition banking products, focusing on savings and investment products, with an emphasis on customer service and follow-up throughout the process
- Cali, Colombia
- Increased investment product placements by 15% through phone and video call advisory
- Improved customer satisfaction by providing clear, personalized advice using digital communication tools
Education
Bachelor’s Degree - Business Administration
Universidad San Buenaventura de Cali
01.2015
Digital Marketing -
Coursera
03.2025
Skills
- Administrative Support
- Client Relationship Management
- Data Management
- Financial Administration
- Multitasking and Prioritization
- Communication Skills
- Team Collaboration
- Problem-Solving
- Technological Proficiency
- Remote Work Management
- Organization and time management
- Calm under pressure
Additional Information
Native, Intermediate (Reading, Writing, and Conversation), Digital Marketing Course, Coursera, 2025, Labor and Commercial Law Seminars
Personal Characteristics
I am results-oriented with strong capacity to work under pressure, lead sales teams, and manage customer relationships virtually. My approach is always focused on process optimization and finding effective solutions to customer needs, adapting to remote and collaborative work environments.
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Work Gap
None
01.2022 - 03.2025
Personal Banking Manager (Supernumerary)
Banco de Occidente
03.2020 - 12.2021
Virtual Relationship Executive
Banco de Occidente
01.2016 - 03.2020
Commercial Advisor
Banco de Occidente
06.2013 - 01.2016
Digital Marketing -
Coursera
Bachelor’s Degree - Business Administration
Universidad San Buenaventura de Cali
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