CLELIA MARTINEZ
Vancouver,BC
Summary
Forward-thinking business banking professional well-versed in the needs of companies. Knowledgeable about banking practices, regulatory standards and available products and services. Good relationship-building, communication and program management abilities.
Overview
16
16
years of professional experience
Work History
Retail Cashier
BBVA Bank
LIMA, LIMA
02.2019 - 07.2023
- Provided leadership and direction to grow team portfolio and increase revenue.
- Met with customers to assess needs and propose customized solutions.
- Structured and finalized secured and unsecured loans.
- Developed and implemented marketing and business plans.
Personal Banking Advisor
Banco De Crédito BCP
LIMA, LIMA
03.2016 - 02.2019
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Provided advice on different bank products and financial options.
- Balanced teller drawers and ATM cash.
- Evaluated client financial positions and identified most appropriate banking products.
Key Account Manager
KS DEPOR
LIMA, LIMA
01.2015 - 02.2016
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Improved account management by predicting potential competitive threats and outlining proactive solutions.
- Analyzed key competitors to respond to competitive threats.
- Analyzed sales to manage life cycle of product, inventory models and selling rates.
- Negotiated and maintained cost-effective contract pricing structures with vendors to produce positive return on investment.
Retail Store Associate
RETAIL RIPLEY
LIMA, LIMA
02.2014 - 12.2014
- Built and maintained relationships with associates, customers and vendors.
- Performed other duties to support goals and objectives of relationship management teams.
- Structured and presented business cases for credit recommendation.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
Customer Service Assistant
Scotiabank
LIMA, LIMA
10.2007 - 02.2014
- Collected customer feedback and made process changes to exceed customer satisfaction goals.
- Answered customer questions about product availability and shipment times.
- Manager incoming calls each day with utmost professionalism and knowledgeable service.
- Responded to customer calls and emails to answer questions about products and services.
- Built strong relationships with customers and colleagues by providing friendly and personable service.
Education
BBA - Marketing Management - Sales Skills
Universidad Del Pacifico
Lima04.2017
Bachelor of Science - Internacional Business Administration
Universidad Peruana De Ciencias Aplicadas UPC
LIMA01.2015
Skills
- Revenue Generation
- Customer Relationship Management
- Market Research
- Consultative Sales Approach
- Project Management
- Insurance Negotiation
Timeline
Retail Cashier
BBVA Bank
02.2019 - 07.2023
Personal Banking Advisor
Banco De Crédito BCP
03.2016 - 02.2019
Key Account Manager
KS DEPOR
01.2015 - 02.2016
Retail Store Associate
RETAIL RIPLEY
02.2014 - 12.2014
Customer Service Assistant
Scotiabank
10.2007 - 02.2014
BBA - Marketing Management - Sales Skills
Universidad Del Pacifico
Bachelor of Science - Internacional Business Administration
Universidad Peruana De Ciencias Aplicadas UPC
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