PAOLINA ROMERO BELTRAN
MERIDA,MEXICO
Summary
Bank leader Specialist with substantial experience in providing top-notch service in financial settings. Strengths include problem-solving, impeccable customer interaction skills, and the ability to manage multiple tasks simultaneously. Have contributed significantly to improving client satisfaction rates by resolving complex banking issues promptly and effectively. Possess solid knowledge of banking products and services, which aids in offering tailored solutions to customers for their unique needs.
Overview
9
9
years of professional experience
Work History
Business Leader
BANREGIO GRUPO FINANCIERO
MÉRIDA MEXICO, YUCATAN
01.2019 - Current
- Develop my actual portfolio of high-value clients to the maximum through financial advice.
- Coaching and empowering clients by increasing their profitability through the acquisition and placement of products from the business segment, providing comprehensive solutions to solve their service and financial needs.
- Monitoring actual contracts and expired credit lines.
- Monitoring clients reported as High Risk, PLD, and SPID.
- Operational and descriptive knowledge of all the products that make up the Business segment portfolio.
- Knowledge of the regulatory manuals of the products and processes that are responsible for their management and monitoring.
- Operational and descriptive knowledge of all the products that make up the Business segment portfolio.
- Regulate the activities and services of Operadora Banregio, S.A. De C.V., Investment Fund Operating Company, Banregio Grupo Financiero, in order to ensure the quality of the services provided and adherence to regulations and healthy practices, in the best market conditions, taking care of the best interest of the Investor Clients and of Since Banregio, the Investment Company to which it provides its services.
- Developed strategic vision and objectives to increase business efficiency and profitability.
- Created innovative business strategies to improve customer service and optimize operational processes.
- Negotiated contracts with clients and vendors to ensure mutually beneficial agreements.
- Set specific goals for projects to measure progress and evaluate end results.
Stock Market Operator
Actinver Casa de Bolsa, S.A. de C.V.
MÉRIDA, YUCATÁN
12.2018 - 01.2019
- Conducting buying and selling operations with the aim of increasing capital.
- Wrote and present specific analysis, great rigor, and precision, to offer the best investments and/or speculations.
- Monitored stocks, options, commodities, and other investments daily to identify potential opportunities.
- Conducted research on current economic trends to inform investment decisions.
- Tracked changes in stock prices across multiple exchanges over time.
- Established procedures for monitoring accounts held by customers at brokerages or similar institutions.
Bank Customer Service Specialist
BANREGIO GRUPO FIANCIERO
Mérida México, Yucatán
02.2016 - 12.2018
- Reviewed customer feedback surveys for improvement opportunities.
- Analyzed data from various sources to identify potential areas of improvement within the department.
- Attended training sessions regularly to stay up-to-date on changes in banking regulations.
- Trained new employees on bank policies, procedures, products, and services.
- Advised customers on how best to use bank products and services for their needs.
- Provided support to other departments within the bank when needed.
- Assisted customers with opening new accounts or closing existing ones.
Education
Bachelor of Business Administration -
ULA Universidad Latinoamericana
Mérida Yucatán México01-2018
Skills
- Transaction Processing
- Sales proficiency
- Client Confidentiality
- Quality Control
- Team Work
- Negotiation
- Problem Solving
Accomplishments
- AMIB 3 Investment Strategies Advisor Certification (Series 210)
- AMIB 2 Securities Promoter Certification (Series 200)
Languages
English
Full Professional
Affiliations
- Perform the maximum of my potential, development, and commitment in the working environment. Fulfilling the goals of responsibility, dedication and honesty; doing quality work, achieving goals and thereby contributing to my personal development and for the company, with the commitment to improve myself every day and constantly train myself.
Timeline
Business Leader
BANREGIO GRUPO FINANCIERO
01.2019 - Current
Stock Market Operator
Actinver Casa de Bolsa, S.A. de C.V.
12.2018 - 01.2019
Bank Customer Service Specialist
BANREGIO GRUPO FIANCIERO
02.2016 - 12.2018
Bachelor of Business Administration -
ULA Universidad Latinoamericana
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