Camilo Gonzalez
Montreal,QC
Summary
Personable and dedicated Customer Service Representative with extensive experience in Financial Services / AML / Account Manager. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Possesses strong communication skills.
Overview
12
12
years of professional experience
Work History
Account Coordinator
National Dispatch Group
Montreal, QC
02.2024 - Current
- Proactively engaged clients requirements with service providers, using network of partners
- Maintained daily updates for clients on Work Orders
- Acted as an Account Manager that supervice clients Experience
- Service clients in in every city, town and province in Canada and USA.
- Managed client relationships by providing timely responses to inquiries.
Corporate Financial Advisor
Fiduciaria de Occidente SA.
06.2018 - 12.2023
- Proactively engaged with corporate clients, providing financial advice and support for investments in both global and local markets
- Answered inquiries from customers regarding their investments or related topics.
- Obtained additional information and clarification from staff members to resolve concerns.
- Acted as an expert within the banking team to ensure business growth in a risk-conscious manner
- Achieved a commendable 20% increase in cross-selling through strategic client engagement.
- Maintained relationships with existing customers while seeking out new business opportunities.
Regional Financial Advisor
Fiduciaria de Occidente SA.
06.2015 - 06.2018
- Led a local team of Sales Directors and Analysts, overseeing 13 people and achieving sales goals
- Monitored client accounts to identify opportunities for improvement or growth.
- Educated clients about different types of investments and potential risks associated with them.
- Proposed investment solutions based on a thorough understanding of the client's objectives.
- Provided guidance on asset allocation decisions in order to maximize returns while minimizing risk exposure.
- Provided advice on investments, taxes, insurance, and other areas of personal finance.
- Supported the team in negotiating with cash flows from government and financial institutions
- Actively listened and engaged clients in conversation to understand their individual needs
- Successfully mentored the regional sales team, fulfilling income goals in three years.
Financial Advisor
Fiduciaria Central SA.
07.2013 - 06.2015
- Focused on developing Personal & Commercial Banking relationships, providing financial advice support
- Resolved and prevented client banking issues to ensure business growth, with an emphasis on acquiring new customers
- Initiated and executed a successful event within a public company, attracting 50 participants and gaining six new clients.
- Developed financial plans and strategies tailored to clients' individual needs.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
Account Manager
Citibank Colombia
07.2012 - 06.2013
- Offered expert guidance to clients on banking, credit, and investment requirements
- Formulated credit arrangements and collaborated with Relationship Managers to successfully conclude deals
- Developing new opportunities, from clients (up-sell, Cross-sell, referrals)
- Respond to client contact, assisting them with financial transactions
- Increased the amount of credits to retail companies by 20% in Cali.
- Developed and maintained relationships with key accounts to ensure customer satisfaction.
- Resolved customer complaints in a timely manner.
Education
Bachelor’s Degree in Economics -
Universidad De Los Andes
01.2006
Skills
- Microsoft Office
- Financial Planning/Reporting
- Strong Ethics
- Flexibility
- Eagerness to learn
- Rigorous
- Proactive service
- Active listen
- Teamwork and Collaboration
- Administration and Operations
- Multitasking and Organization
- Time management abilities
- Clients first
- Efficiently and rapid
- Coordinate
- CRM Software
- Sales Support
- Goal Setting
- Credit and collections
- Problem-solving aptitude
- Analytical Skills
- Handling Complaints
- Excellent Communication
- Performance Improvement
- Documentation and Recordkeeping
- Report Writing
- Adaptability
- Multitasking/Prioritization
- Customer Service Management
- Analytical Thinking
Volunteer Experience
Help other couples in their marriages through in Local communities.
Languages
English
Full Professional
French
Limited
Spanish
Native/ Bilingual
Timeline
Account Coordinator
National Dispatch Group
02.2024 - Current
Corporate Financial Advisor
Fiduciaria de Occidente SA.
06.2018 - 12.2023
Regional Financial Advisor
Fiduciaria de Occidente SA.
06.2015 - 06.2018
Financial Advisor
Fiduciaria Central SA.
07.2013 - 06.2015
Account Manager
Citibank Colombia
07.2012 - 06.2013
Bachelor’s Degree in Economics -
Universidad De Los Andes
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