DAYANA GIRALDO
DAYANA GIRALDO

Commercial Advisor in Financial Products

Open to offers · Member since 20 Oct 2026
Location
Bogotá, Colombia
Desired salary
Unspecified
Work preference
On-site
Experience level
Junior

About

Professional summary

I am a banking and financial management technologist and a current Systems Engineering student with experience in Colombia's financial and commercial sector.

I have worked on credit analysis and filing, payroll-deducted loan operations, financial product sales, documentary validation, and comprehensive customer service for individual, legal, and business clients.

I am experienced in supporting commercial goals through the placement of loans, credit cards, insurance, passive products, and certificates of deposit. I also follow internal processes and maintain accurate documentation.

My technical background includes working with credit-bureau consultations and banking platforms such as SIIF, Cobis, Sigdoc, Colpensiones, and CRM systems. I also use intermediate Excel, Power BI, SharePoint, and databases.

I am a responsible, organized, results-oriented professional with strong communication, negotiation, planning, teamwork, and problem-solving skills. I aim to contribute my knowledge and commitment to the growth of a financial institution.

Skills

9 capabilities

Experience

Career history

Commercial Supernumerary / Financial Products Commercial Advisor Banco AV Villas

Identify commercial opportunities for the placement of loans, credit cards, insurance, passive banking products, and certificates of deposit (CDTs). Provide comprehensive service to individual, legal, and business customers.

Meet commercial performance indicators while managing documentation and internal processes. Use CRM tools to support customer follow-up and commercial activity.

Payroll-Deducted Loan Commercial Assistant Banco Unión

Analyzed and validated documentation for credit applications, including DataCrédito and TransUnion inquiries. Registered physical and digital credit applications and followed up on payroll-deducted loan operations.

Managed SIIF, Cobis, Sigdoc, and Colpensiones platforms. Supported document digitization, control, credit recovery and renewal activities, the commercial team, and training in Digital Payroll-Deducted Loans.

Commercial Agent – BBVA / Mercado Libre Campaign Teleperformance

Provided specialized support to BBVA customers through digital channels. Assisted customers with pre-approved loan consultations, credit card information, and account blocking and unblocking requests.

Delivered customer support to Mercado Libre users, addressing service needs through digital communication channels and maintaining a customer-focused approach.

Apprentice – Regional Human Resources Coordination, Bogotá Banco Agrario

Supported Digital Payroll-Deducted Loan training activities and followed up on agreement renewals. Used Sigdoc and Cobis platforms in administrative and commercial support processes.

Managed stock control, acquisitions, projections, returns, and cancellations. Assisted with account blocking and unblocking, as well as strategies and activities for the commercial sales force.

Education

Learning history

Universidad Iberoamericana de Colombia

Systems Engineering, Systems Engineering

Currently studying Systems Engineering.

SENA

Technologist, Banking Management and Financial Entities

Completed a Technologist program in Banking Management and Financial Entities.

This professional hasn’t added portfolio projects yet.

This professional hasn’t listed any services yet.

Jobs Talent AI Tools Salaries
Menu