Kelly Santamaria
San Jose,CA
Summary
Dynamic Inbound Supervisor and Financial Advisor with a proven track record at Banco Itau and Banco De Bogota. Specialized in operational efficiency and motivational skills, I enhanced supply chain processes and fostered client loyalty through personalized financial advice. Expert in Excel for database management, I significantly improved productivity indicators and portfolio growth.
Overview
6
6
years of professional experience
Work History
Inbound Supervisor
Banco Itau
01.2018 - 06.2021
- Manage databases, productivity indicators and compliance monitoring for each line advisor.
- Coordinated with other departments to improve overall supply chain efficiency, resulting in reduced lead times for customers.
- Managed employee schedules, approving time off requests, and adjusting staffing levels as needed to accommodate fluctuations in workload.
- Streamlined inbound processes by implementing efficient scheduling and inventory management systems.
- Track sales processes and portfolio openings.
Financial Advisor
Banco De Bogota
04.2015 - 08.2017
- 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.
Education
Professional in Marketing And Advertising - Marketing
Fundacion Universitaria Compensar
Bogota Colombia11-2025
High School Diploma -
Benjamin Herrera
Bogota Colombia11-2012
Skills
- Operational Efficiency
- Motivational Skills
Languages
English
Professional Working
Timeline
Inbound Supervisor
Banco Itau
01.2018 - 06.2021
Financial Advisor
Banco De Bogota
04.2015 - 08.2017
Professional in Marketing And Advertising - Marketing
Fundacion Universitaria Compensar
High School Diploma -
Benjamin Herrera
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