Sammia Narvaez
Lake Park,GA
Summary
Hardworking executive leader in the banking and investment industry proficient in acquiring customers and increasing revenue. Twenty years of progressive experience. Strategic planner and keen problem solver.
Overview
27
27
years of professional experience
Work History
Investment Advisor
Fideval S.A
Quito, Ecuador
10.2016 - 02.2022
- Identified potential investments and opportunities for clients according to their individual needs.
- Monitored the performance of existing portfolios and recommended changes when necessary.
- Conducted research on the markets and available products in order to make informed decisions regarding investments.
- Attended conferences, seminars and webinars to stay up-to-date with industry regulations.
- Developed relationships with clients in order to gain a better understanding of their goals and needs.
- Researched potential investments using both internal company data sources as well as external third party providers.
Cash Management Specialist
Banco Promerica
Quito Ecuador, Ecuador
02.2003 - 11.2015
- Monitored customer payments to ensure timely collection of funds due.
- Provided support with external audits by preparing audit schedules as needed.
- Processed wire transfers, ACH payments, check requests, and other payments in accordance with company policies and procedures.
- Created reports summarizing key performance indicators related to cash management activities.
- Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
Cash Management Officer
Banco del Pichincha.
Quito Ecuador, Ecuador
01.1998 - 10.2003
- Investigated discrepancies between system records and cash amounts on hand.
- Resolved customer complaints promptly and professionally.
- Cross sold bank products such as credit cards, loans, investments.
- Ensured accurate processing of large volumes of transactions quickly.
- Managed multiple tasks simultaneously while maintaining accuracy levels.
- Provided exceptional customer service by responding to inquiries in a timely manner.
- Educated customers on how to use online banking platforms safely.
Assistant
Banco Del Pichincha.
Quito Ecuador, Ecuador
02.1995 - 01.1998
- Assisted in the preparation of reports, presentations and correspondence.
- Scheduled meetings, appointments and travel arrangements for staff members.
- Answered incoming calls, responded to emails, faxes and other inquiries from customers and vendors.
- Developed positive relationships with internal customers through effective communication techniques.
- Archived confidential material securely following established procedures.
Education
Bachelor of Science - Business Administration
Universidad Tecnologica Equinoccial Ecuador
Ecuador02-1996
Skills
- Due diligence
- Investor Relations
- Business Development
- Community Relations
- Best Practices
- Investment strategies
- Research and due diligence
- Customer Service-Oriented
- Honest and Dependable
Mrs Nancy Parris, 229 5632231
References available upon request.
Timeline
Investment Advisor
Fideval S.A
10.2016 - 02.2022
Cash Management Specialist
Banco Promerica
02.2003 - 11.2015
Cash Management Officer
Banco del Pichincha.
01.1998 - 10.2003
Assistant
Banco Del Pichincha.
02.1995 - 01.1998
Bachelor of Science - Business Administration
Universidad Tecnologica Equinoccial Ecuador
Similar Profiles
JAVIER ANDRÉS MERCHÁN ARREAGAJAVIER ANDRÉS MERCHÁN ARREAGA
Corporate Investment Funds Executive at FIDEVAL S.A.Corporate Investment Funds Executive at FIDEVAL S.A.
Veronica Ocaña RodriguezVeronica Ocaña Rodriguez
Color Analyst at SAE-A INTERNATIONAL, S.A./CENTEXSA, S.A./S&G, S.A.Color Analyst at SAE-A INTERNATIONAL, S.A./CENTEXSA, S.A./S&G, S.A.
Anabella GermainAnabella Germain
Supervisor of Administration at Autonet S.A./ Detroit 1925 S.A./ Elysees S.A.Supervisor of Administration at Autonet S.A./ Detroit 1925 S.A./ Elysees S.A.