Johanna Evia
Eatontown,NJ
Summary
Seasoned Financial Advisor Team Supervisor with a proven track record at SURA, adept in relationship building and analytical thinking. Excelled in fostering client loyalty through personalized investment strategies, while expertly managing sensitive information and financial records at BCP Banco De Credito. Demonstrates exceptional problem-solving and customer service skills, driving significant account growth and client satisfaction.
Overview
23
23
years of professional experience
Work History
Financial Advisor Team Supervisor
SURA
11.2016 - 03.2025
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
Financial Advisor
Banco De Credito BCP
03.2012 - 11.2016
Office Manager
BCP Banco De Credito
08.2002 - 03.2012
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
Education
MBA -
UPC
Lima Peru07-2014
Skills
- Customer service
- Problem-solving
- Multitasking and organization
- Relationship building and management
- Analytical thinking
- Critical thinking
- Attention to detail
- Sales and marketing
- Client relations
- Sales expertise
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Financial Advisor Team Supervisor
SURA
11.2016 - 03.2025
Financial Advisor
Banco De Credito BCP
03.2012 - 11.2016
Office Manager
BCP Banco De Credito
08.2002 - 03.2012
MBA -
UPC
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