Customer Service Financial Advisor

Ines Quintero Panama

+507-****-**** **********@*****.***

SKILLS / ABILITIES

Experience working in the sale of financial products such as commercial loans, credit cards and opening savings accounts.

Professional and excellent communication skills with the client.

Strong work ethic.

Strong background in the banking sector and customer service oriented.

Teamwork, energetic, friendly and reliable person. WORK EXPERIENCE

Centro Financiero Empresarial Panama City, Panama

Financial Advisor September 2019 - Present

Created market research in order to discover and evaluate potential investment opportunities in compliance with company high standards, policies, and procedures for SME Loans.

Executed all operations, managed a portfolio of more than one million US dollars.

I communicate with clients to identify their financial goals and objectives, using their own knowledge, I make recommendations and provide professional advice.

Handled business credit requests of over $100k and helped customer to find other lending opportunities

Bac Credomatic Panama City, Panama

Financial Advisor November 2018- May 2019

I managed the office, developed and implemented financial strategies, worked on the constant improvement of customer service.

I worked on the constant improvement of customer satisfaction, meeting all performance and sales objectives.

I maintained constant communication with clients and attended social events to promote the company's services.

Citibank Panama City, Panama

Banking Officer July 2013 – November 2014

Responsible and custodian of sensitive information

Premium Officer, Sales of SME Loans, Sale of Personal Loans.

Mortgage Procedures, Auto Procedures, Credit cards.

Accounts opening, Client meetings.

EDUCATION

Interamericana University of Panama Panama City, Panama Bachelor's Degree – in Accounting 2003-2008

CERTIFICATIONS

University of Panama Panama City,Panama

Technician in English Languaje Level 5 2019-2021

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