Summary
Overview
Work History
Education
Skills
Mrs Nancy Parris, 229 5632231
Timeline
Generic
Sammia Narvaez

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
Ecuador
02-1996

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

CREATE PROFILE
Sammia Narvaez