Isabel Maria Regen Castilla
Algeciras
Summary
Financial especialist focusing on customer attencion with ten years experience in Spain more important banks. I'm licensed in Bussines Administration and in my carrier I have devoleped skills in client and bussines attention,insurance and account administration.
Overview
17
17
years of professional experience
Work History
Administrative Assistant
Andalusian Health Service
08.2023 - 12.2023
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems.
- Boosted team productivity by managing communication channels and ensuring timely responses to inquiries.
- Ensured accurate record-keeping with diligent data entry and database management for vital company information.
Administrative Officer
Junta De Andalucia
02.2023 - 03.2023
- Facilitated cross-functional collaboration by acting as a liaison between departments for task coordination and information sharing.
- Updated reports, managed accounts, and generated reports for company database.
- Executed record filing system to improve document organization and management.
- Created and maintained databases to track and record customer data.
- Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
- Coordinated and scheduled meetings and conference calls to optimize scheduling of senior staff.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Performed wide-ranging administrative, financial and service-related functions.
Banking Assistant
BBVA
07.2015 - 01.2019
- Enhanced customer satisfaction by providing efficient and accurate banking services.
- Streamlined account opening processes for faster service, resulting in increased new accounts.
- Assisted clients with loan applications, successfully securing funding for their needs.
- Improved client retention rates through proactive relationship building and timely issue resolution.
- Collaborated with team members to achieve branch sales targets consistently.
- Provided exceptional customer service, contributing to a positive reputation for the bank.
- Supported branch operations by maintaining compliance with internal policies and regulatory requirements.
- Identified opportunities for cross-selling financial products, increasing overall revenue for the bank.
- Maintained strict confidentiality of client information, upholding the bank''s privacy standards.
- Successfully resolved customer complaints promptly and professionally, preserving client loyalty and trust in the institution.
- Assisted customers with various online banking inquiries ensuring seamless user experience.
- Assisted customers with banking needs and inquiries.
- Processed applications for new accounts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Established rapport with new clients to increase satisfaction and loyalty.
Personal Financial Manager
Bankia Bank
05.2008 - 11.2013
- Enhanced client satisfaction by providing personalized financial advice and comprehensive wealth management services.
- Built strong client relationships through transparent communication and regular updates on portfolio performance.
- Conducted comprehensive risk assessments, ensuring proper asset allocation in line with clients'' preferences and time horizons.
- Optimized client portfolios by identifying tax-efficient investment opportunities, resulting in reduced tax liabilities.
- Advised small business owners on cash flow management and financial forecasting to improve profitability and long-term sustainability.
- Conducted in-depth portfolio reviews for clients, identifying areas of potential growth or risk exposure and making strategic adjustments as needed.
- Monitored clients' accounts to determine changes to improve performance or accommodate life changes.
- Examined clients' overall financial situation by reviewing income, assets, debts, expenses and credit reports.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Advised clients on portfolio allocation and various investment types.
- Initiated customer relationships through prospecting, lead utilization, local market and community involvement.
- Complied with established internal controls and policies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Supported financial director with special projects and additional job duties.
Teller
Caixabank
11.2006 - 05.2008
- Improved customer satisfaction by efficiently addressing and resolving account-related inquiries.
- Enhanced branch sales through cross-selling bank products and services to customers.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Assisted customers in opening new accounts, facilitating a smooth onboarding process for new clients.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Supported branch management in achieving operational excellence through adherence to regulatory guidelines and internal procedures.
- Contributed to a welcoming branch environment by maintaining a clean and organized workspace for both staff members and customers alike.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Prepared regular reports on transaction data for management review, assisting in the identification of potential areas for improvement.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Counted and packaged currency and coins.
- Educated customers on use of banking website and mobile apps.
- Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
- Assisted customers with compromised debit cards and issued new credentials.
- Sold and cross-sold bank products to new and existing customers.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Monitored and reported suspicious activity in line with bank security policies.
- Assisted with training of new tellers on policies and procedures.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Executed wire transfers, stop payments and account transfers.
- Established rapport with new clients to increase satisfaction and loyalty.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Generated monthly reports on customer activity and customer feedback.
Education
Business Science -
Cádiz University
Cadiz, Spain01.2006
Skills
Communication skills
Organization skills
Teamwork
Problem-Solving Skills
Responsibility
Customer Service
Timeline
Administrative Assistant
Andalusian Health Service
08.2023 - 12.2023
Administrative Officer
Junta De Andalucia
02.2023 - 03.2023
Banking Assistant
BBVA
07.2015 - 01.2019
Personal Financial Manager
Bankia Bank
05.2008 - 11.2013
Teller
Caixabank
11.2006 - 05.2008
Business Science -
Cádiz University
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