About Me
I am a banking professional with more than 30 years of experience in the financial sector, mainly in customer service, account management, back office, sales, and telephone support.
Throughout my career, I have focused on delivering high-quality service, understanding client needs, and building long-term relationships based on trust and professionalism.
I have worked in account executive roles at major banks, handling personalized advisory, customer inquiries, claims, procedures, and operational support within branch environments.
I am also experienced in commercial activities such as salary plan sales, client acquisition, insurance sales, negotiation, and meeting monthly targets and sales quotas.
My background includes administrative and operational tasks, document control, data entry, transaction processing, and internal support, always following financial system rules and procedures.
I am a responsible, committed, and process-oriented professional, with a solid track record in banking and a strong focus on service quality and operational efficiency.
Skills
Customer ServiceSalesNegotiationAccount ManagementClient Relationship ManagementData EntryAdministrative SupportClaims HandlingBack Office Operations
Experience
Provided personalized customer service and advice on banking products and services. Managed inquiries, procedures, and claims, supported administrative and operational branch tasks, ensured compliance with financial system rules, sold salary plans, acquired new clients, and met monthly goals and quotas.
Advised clients on financial products, managed negotiations, followed up with customers, supported sales processes and company procedures, negotiated prices, and closed sales both in person and by phone.
Handled administrative and operational processes including document control, data entry, transaction processing, and internal support. Also provided personalized banking advice and sold insurance products.
Education
Incomplete, Derecho
Incomplete law studies.
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