Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

MARISOL PALOMINO

Summary

Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.

Overview

8
8
years of professional experience

Work History

EJECUTIVO BANCA TRANSACCIONAL BEI

Banco Santander Mexico
Hermosillo, Sonora
09.2016 - 04.2023
  • Promoted and sold banking products and financial services.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Used strong issue resolution and communication skills to cultivate and strengthen lasting client relationships.
  • Maintained a thorough knowledge of bank products, services, policies, procedures, regulations and compliance requirements.
  • Conducted market research and analysis to identify potential business opportunities.
  • Analyzed customer data to identify potential cross-selling opportunities for additional bank products and services.
  • Actively participated in monthly sales meetings to discuss strategies for increasing sales volume.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Developed and maintained relationships with new and existing clients, enhancing customer loyalty and bank profitability.
  • Helped customers understand and use mobile applications and online banking.
  • Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.

EJECUTIVO JR BEI

Banco Santander Mexico
Hermosillo, Sonora
02.2015 - 08.2016
  • Provided customer service by responding to emails and phone calls in a timely manner.
  • Assisted customers with opening new accounts, answering inquiries, and processing transactions.
  • Supported branch managers in various administrative tasks such as filing paperwork.
  • Maintained an up-to-date knowledge of bank products, services, policies, and procedures.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Assisted bankers with past due reports, compliance exceptions and contacting customers about account concerns.
  • Developed and maintained strong relationships with customers by providing excellent customer service.

Client Service Representative

Gatestone & Co
Hermosillo, Sonora
11.2014 - 01.2015
  • Verified accuracy of data entered into company systems.
  • Managed client accounts by providing accurate data entry services.
  • Performed administrative tasks such as filing documents and responding to emails.
  • Prepare statements, directs requests, settlement offers and back up requests for assigned clients.

Education

BBA - Business Administration

UNIVERSIDAD DEL VALLE DE MEXICO
HERMOSILLO,SONORA
04-2013

BBA - Business Administration And Management

Walden University
Minneapolis, MN
04-2013

Skills

  • Customer Relations
  • Strategy Development
  • Customer Retention
  • Bilingual in Spanish
  • MS Office proficient
  • Administrative Skills
  • Multitasking
  • Team Collaboration
  • Qualified in commercial servicing
  • Product Promotion
  • Problem-solving aptitude

Languages

Spanish
Full Professional

Timeline

EJECUTIVO BANCA TRANSACCIONAL BEI

Banco Santander Mexico
09.2016 - 04.2023

EJECUTIVO JR BEI

Banco Santander Mexico
02.2015 - 08.2016

Client Service Representative

Gatestone & Co
11.2014 - 01.2015

BBA - Business Administration

UNIVERSIDAD DEL VALLE DE MEXICO

BBA - Business Administration And Management

Walden University
MARISOL PALOMINO