Lizeth Graybeal
Winder,GA
Summary
I am a business Administration with great adaptability, teamwork capabilities, and proactiveness, with 6 years of experience at identifying personal banking and financial needs, processing and storing financial information, and developing financial plans for costumers. Through my work experience in Colombia I’ve been able to skilled at managing daily operations with banking procedures, protocols and with strong background in costumer service.
Overview
8
8
years of professional experience
Work History
Financial and Service advisor
Tuya Financial Company
03.2015 - 07.2017
- Completed Service marketing and provided costumers with information and assistance
- Explained, promoted and sold products or services such as life insurances and job insurances
- Responded to client inquiries while identifying critical transactional issues to provide viable solutions leading to maximized costumer satisfaction and value feedback
- Help costumers with routine procedures at the counter, process loan applications and payments, and giving costumer credit experience
- May provide assistance and training to other colleagues.
Personal banker
Caja social bank
01.2012 - 12.2012
- Manage relationships with banking costumers, analyze client financial needs, identify appropriate financial solutions, Provided education to clients on banking products and financial services
- Support new costumers and existing costumers in opening checking and saving accounts and applying for mortgage loans, including reviewing client financial documentation and transactions
- Managed costumer information, inputted data into internal database
- Maintains loan standar report daily and knowledge of banking products and promotions.
Financial adviser
Davivienda bank Barranquilla
11.2009 - 12.2011
- Assisted customers in developing financial plans and budgets
- Provided costumer service duties including responding to inquiries, greeting costumers and providing customized assistance
- Recommended investment products, solutions and service and helped clients identify their investment objectives by effectively communicating
- Organized, managed, and tracked multitasks and assignments.
Education
Bachelor of Science - Business Administration
De La Costa University
Barranquilla, Colombia07.2016
Skills
- Financial advisement
- Banking operations knowledge
- Leadership and teamwork
- Multitasking Abilities
- Critical Thinking
- Data Entry
- Teamwork skills
Languages
Spanish
Native or Bilingual
English
Professional Working
Timeline
Financial and Service advisor
Tuya Financial Company
03.2015 - 07.2017
Personal banker
Caja social bank
01.2012 - 12.2012
Financial adviser
Davivienda bank Barranquilla
11.2009 - 12.2011
Bachelor of Science - Business Administration
De La Costa University
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