JACQUELINE DIAZ
** ***** ** ********** ** the financial area, extensive knowledge in bank cash management, customer service, development of objective-oriented activities. experience in administration in the area of process development for the continuous improvement of the organization's processes, experience in preparing presentations and training new staff, communication skills with clients as well as control and generation of reports. Attention to incidents in the customer credit application entry system.
PERSONAL INFO
ADDRESS
2771 Red Lion Place
Waldorf, MD
PHONE
*****************@*****.***
***************@*******.***
SKILLS
Comunicative skills
Ability to work as a team
Initiative and proactivity
High writing ability
Experience in control and safeguarding of documents
Computer skills: use of Microsoft Office tools, such as Word, Excel and PowerPoint.
Leadership
Responsibility
LANGUAGES
SPANISH
Native
ENGLISH
Advanced
EXPERIENCE
Administrative Support Executive
AGRICOLA BANK
2017- 2023
-Prepare and compile income reports for credit applications at the management level.
-Responsible for addressing incidents in banking systems for their prompt resolution, managing meetings with the different areas involved for the construction of solutions and improvements.
-Support to managers in the activities necessary for the loyalty of their clients, writing emails, answering calls, managing custody of documents with confidential information, support in banking transactions of managed clients.
-Receive and send correspondence in order to maintain the manager's external and internal communication.
Comercial Advisor
AGRICOLA BANK
2015- 2017
-Advise clients on products (active and passive) and services, as well as on their maintenance, according to established standards and policies to achieve the commercial goal; in order to achieve customer loyalty and recommendation.
-Establish business relationships with clients, offering them products that adapt to their investment profile.
-Squaring daily agency accounting.
-Cash review of teller staff
-Bank life insurance sale.
Teller Bank
AGRICOLA BANK
2008- 2015
Cash management, make deposits and customer payments.
Check payments, cross-selling to transactional customers.
EDUCATION
Francisco Gavidia University
3 years of College
Computer Systems Engineering
Exsal Technical Institute
High School
PERSONAL REFERENCES
Fidel Vasquez
Kleidi Vasquez
Magnolia Vasquez
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