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Jose
Financial and Customer Service Specialist with 10+ years of diverse experience
Contacto
Competencias
Provided quality support to clients via phone and in-person, resolving inquiries and ensuring high satisfaction levels.
Developed personalized financial plans and managed client portfolios across multiple banking and financial institutions.
Designed security protocols, conducted risk assessments, and managed security initiatives for corporate clients.
Achieved sales targets, managed client relationships, and coordinated marketing efforts to increase customer base.
Handled documentation, reports, budgeting, and administrative tasks efficiently across roles.
Educacion
Idiomas
Resumen
Experienced in financial advising, customer support, security management, and sales, with a proven ability to develop client relationships and execute strategic initiatives across banking, security, and service industries.
Logros Clave
- Managed client portfolios and developed personalized financial plans across banking, insurance, and security sectors, enhancing client engagement and retention.
- Led security initiatives and training at G4S, developing customized security plans and conducting risk assessments, ensuring compliance with security regulations.
- Contributed to customer experience development and sales objectives at Silversea Cruise Line, while managing budgets, documentation, and cross-department collaborations.
Experiencia
Flight Agent
Contributing to the development of the customer experience, focusing on sales objectives while maintaining a customer service perspective., Controlling and monitoring budgets and expenses., Answering phone calls and managing company email., Collaborating with different company departments.,...
Call center Agent
Providing telephone support to customers to resolve inquiries and issues., Adhering to internal procedures, company policies, and the established customer service protocol., Utilizing all available tools to provide support to customers on initial contact., Following up with customers, striving for...
Financial advisor
Verification of information in each application and submission for approval or denial., Compliance with applicable company controls, regulations, and policies., Careful registration and monitoring of each client's creditworthiness., Organization of personalized consultations to inform...
Bank advisor
Managing client portfolios and optimizing the range of financial products offered., Developing personalized financial plans to meet client objectives., Conducting market analysis to identify investment opportunities., Achieving monthly and annual sales targets set by the company., Providing advice...
Security advisor
Staff training in security matters, and management of security initiatives and campaigns., Compliance with current local and international security regulations., Development of customized security plans for different types of companies., Conducting risk assessments in work environments to identify...
Agente de ventas telefónicas
Gestión de una amplia cartera de clientes para maximizar ventas y fidelización., Participación en capacitaciones sobre nuevos productos y técnicas de venta., Coordinación con el equipo de marketing para el lanzamiento de campañas promocionales., Elaboración de reportes de ventas y análisis de...
Asesor bancario
Gestión de carteras de clientes, optimizando la oferta de productos financieros., Elaboración de planes financieros personalizados para cumplir objetivos de clientes., Realización de análisis de mercado para identificar oportunidades de inversión.
Asesor bancario
Credit advisor via call center for existing customers., Gestión de carteras de clientes, optimizando la oferta de productos financieros., Elaboración de planes financieros personalizados para cumplir objetivos de clientes.
Asesor financiero
In charge of getting bank loans for the customer., Captación, gestión y desarrollo de una cartera propia de clientes., Oferta y colocación de productos y servicios de acuerdo a las necesidades de los clientes.
Asesor bancario
Client portfolio management, optimizing the financial product offering., Active participation in the launch of new banking products., Coordination of personal finance training sessions for clients.