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Luisa
Sales and Customer Service Specialist with 5+ years of Banking and Education experience
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Competencies
Provided support and handled inquiries for banking and educational clients, ensuring customer satisfaction.
Prospected and converted potential clients via cold calls, visits, and follow-ups to achieve sales objectives.
Handled consignments, payments, taxes, and other banking operations efficiently and accurately.
Managed leads interested in educational programs, facilitating enrollment and meeting registration goals.
Communicated effectively with clients across banking, sales, and education sectors, ensuring clear and professional interactions.
Education
Summary
Experienced in banking operations, sales prospecting, lead management, and customer support across financial and educational sectors. Proven ability to meet targets and deliver quality service in fast-paced environments.
Key Achievements
- Progressed from cashier to sales advisor at Banco Caja Social, handling diverse financial transactions and customer inquiries.
- Achieved sales targets for portfolio management, insurance, and calling campaigns at Banco Caja Social through effective client engagement.
- Successfully managed lead generation and enrollment processes in educational institutions, meeting recruitment goals.
Experience
CAJERA AUXILIAR
Consignaciones, pagos, títulos valores, impuestos, entre otras.
ASESORA INTEGRAL
Cumplimiento de metas comerciales de portafolio integral del activo, pasivo, seguros en barra, gestión en frío, telemercadeo, Atención a PQR ́S.
Asesora educativa
Gestión de leads interesados en información sobre los programas educativos, con cumplimiento de metas de matriculados.
Asesora de Servicios
Recepción de llamadas de personas naturales para el soporte de liquidación de planilla asistida para pago de seguridad social.