I am a senior banking professional with extensive experience in commercial and premier banking, client portfolio management, sales, and financial advisory.
I have built and managed relationships with Premier and Advance clients, identifying their financial needs and connecting them with credit, insurance, investment, and banking solutions.
I have led teams of up to 12 executives, supporting recruitment, training, coaching, KPI performance, portfolio distribution, and achievement of commercial objectives.
My experience includes designing sales strategies, preparing management reports and presentations, accompanying client meetings, and supporting sales closures.
I am skilled in customer service, problem resolution, conflict management, confidential information handling, and operational coordination in high-pressure environments.
I hold a degree in Business Administration, maintain an active AMIB Level 3 certification, and have received HSBC recognition awards for excellence and performance.
Served Premier and Advance clients in a branch environment, managing and increasing the profitability of assigned client portfolios.
Identified client financial needs and provided solutions involving credit, insurance, investments, and other banking products. Acquired new segment clients, strengthened customer loyalty, and resolved customer issues.
Led recruitment and selection activities and supervised a team of 12 banking executives. Guided the team toward performance results across key KPIs.
Managed and distributed the Mérida customer portfolio across Premier, Advance, and Mass segments. Delivered training on financial products, designed sales strategies, supported client visits and sales closures, and prepared performance dashboards and presentations for management.
Conducted interviews and participated in the selection of banking executives.
Provided training and product updates for financial banking personnel, coached executives on sales closing, and prepared progress reports for management presentations.
Provided customer service and operational support to 18 HSBC branches in Mérida, resolving issues arising from daily branch activities.
Managed internal communications, designed reports and presentations for the deputy director, and coordinated appointments and calendar administration.
Delivered direct branch service to customers and handled cash transactions.
Promoted, advised on, and sold financial products and services while supporting customer banking needs.
Managed direct fuel sales to business customers, customer portfolios, and prospecting activities for potential clients.
Supervised 10 operators, coordinated fuel truck maintenance and repairs, and organized routes and deliveries for fuel distribution.
Provided direct customer service and resolved issues for customers and more than 20 service stations in Mérida.
Controlled and processed sales commission payments and provided comprehensive support to management.
Bachelor's Degree, Business Administration
Bachelor's degree studies in Business Administration.
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