Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
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PAOLINA ROMERO BELTRAN

Summary

Dynamic Business Leader at BANREGIO GRUPO FINANCIERO with expertise in portfolio management and persuasive communication. Proven track record in enhancing client profitability through innovative financial strategies and risk management policies. Skilled in developing strategic visions that drive efficiency and foster strong banking relationships, ensuring optimal service delivery and compliance.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Business Leader

BANREGIO GRUPO FINANCIERO
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.
  • Developed strategic vision and objectives to increase business efficiency and profitability.
  • Negotiated contracts with clients and vendors to ensure mutually beneficial agreements.
  • Used advanced software to prepare documents, reports, and presentations.
  • Developed complex spreadsheets and charts and tables of financial and budget information in.
  • Compiled data, reports and year-end audit information.
  • Researched and calculated impact of operational changes to budget, financial data and financial systems.

Stock Market Operator

Actinver Casa De Bolsa, S.A. De C.V.
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 FINANCIERO
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

Law

UNIVERSIDAD HUMANITAS
MÉRIDA,YUC
01-2025

Bachelor of Business Administration

TECNOLOGICO DE MONTERREY
MONTERREY,NL.
01-2018

Skills

  • Banking relationship management
  • Persuasive communication
  • Portfolio management
  • Business structure planning
  • Risk management policies
  • Verbal and written communication
  • Financial planning
  • Mathematical accuracy
  • Customer service

Accomplishments

  • AMIB 3 Investment Strategies Advisor Certification (Series 210)
  • AMIB 2 Securities Promoter Certification (Series 200)

Certification

  • AMIB 3 Investment Strategies Advisor Certification (Series 210)
  • AMIB 2 Securities Promoter Certification (Series 200)

Languages

English

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 FINANCIERO
02.2016 - 12.2018

Law

UNIVERSIDAD HUMANITAS

Bachelor of Business Administration

TECNOLOGICO DE MONTERREY

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