Viviana Otalvaro
Charlotte,NC
Summary
Proven Relationship Associate at Grameen America, adept in leveraging persuasion techniques and exceptional communication to exceed client financial goals. Spearheaded process improvements, enhancing service efficiency by over 20%. Expert in fostering customer relationships and time management, I excel in fast-paced environments, ensuring seamless collaboration across teams at Charlotte TShirt Authority.
Overview
2
2
years of professional experience
Work History
Relationship Associate
Grameen America
07.2024 - Current
- Managed a diverse portfolio of clients, ensuring their financial needs were met and exceeded.
- Coordinated meetings between clients and senior relationship managers, fostering productive collaboration and strategic planning efforts.
- Leveraged extensive knowledge of banking products and services to provide tailored recommendations based on each client''s specific goals.
- Identified areas of improvement in internal processes, implementing changes that increased efficiency and quality of service delivery.
- Monitored client satisfaction levels through regular check-ins, promptly addressing concerns as they arose.
- Strengthened client relationships by consistently providing exceptional service and support.
- Maintained detailed client records with accuracy, ensuring timely access to essential information for decision-making purposes.
- Assisted in the onboarding process for new clients, streamlining communication and documentation procedures.
Shipping and Receiving Supervisor
Charlotte TShirt Authority
08.2022 - 07.2024
- Fostered a positive workplace culture by promoting open communication, teamwork, and recognition of individual achievements within the shipping and receiving team.
- Facilitated smooth transitions during shift changes by creating comprehensive handover notes detailing pending tasks and potential issues.
- Coordinated with multiple departments for seamless order fulfillment, enhancing cross-functional collaboration within the company.
Education
No Degree - English-as-a-Second-Language Education
Central Piedmont Community College
Charlotte, NC12-2026
Bachelor of Early Childhood Care And Education - Early Childhood Care And Education
Central Piedmont Community College
Charlotte, NC12-2025
Associate of Applied Science - International Business Management
Ean University
Colombia06-2015
Skills
- Persuasion techniques
- Customer service
- Time management
- Attention to detail
- Excellent communication
- Customer relationships
Languages
Spanish
Native or Bilingual
Timeline
Relationship Associate
Grameen America
07.2024 - Current
Shipping and Receiving Supervisor
Charlotte TShirt Authority
08.2022 - 07.2024
No Degree - English-as-a-Second-Language Education
Central Piedmont Community College
Bachelor of Early Childhood Care And Education - Early Childhood Care And Education
Central Piedmont Community College
Associate of Applied Science - International Business Management
Ean University
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