LUIS PINEDA
Financial Advisor
KW Region,ON
Summary
Over 10+work experience in banking…. Results-driven Branch Manager with several years of comprehensive experience in financial services. Polished in managing branch, promoting, and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.
Overview
20
20
years of professional experience
2
2
Languages
Work History
Machine Operator / Production Worker
PANO CAP LTD
Kitchener, Ontario
01.2022 - Current
- Operated and monitored multiple industrial machines in the Molding department while occasionally switching to operate a machine in the lining department; ensured continuous production of high-quality plastic caps for food, meeting safety standards.
- Attained a performance indicator efficiency of 98% in production, exceeding the company's expectation target of 85%.
- Maintained accurate daily logs documenting production quantities and materials utilized.
- Performed routine safety inspections on machinery prior to use.
- Communicated changes/problems related to products in Molding and Production departments, to prevent any negative impact on customers and business.
- Suggested proactive solutions to troubleshoot errors, resulting in improved quality standards, enhanced time efficiency, and heightened performance for maximum productivity.
- Assisted in timely loading of raw materials onto production lines.
- Ensured effective communication with team members to meet the 90% uptime production requirement.
- Promoted within the team in a short period time.
Branch Manager
LAFISE BANK
Tegucigalpa, Honduras
02.2020 - 10.2021
- Represented one of the top regional banks in Central America, the Caribbean, and Miami, Florida USA
- Demonstrated strong teamwork skills within a group of 12 advisors in the Branch, actively contributing towards delivering LAFISE's brand and commitment which resulted in being recognized as the best performing branch within the region
- Led initiative to mitigate customer complaints during COVID-19 pandemic, achieving remarkable 85% decrease in negative feedback
- Achieved 8-10% annual growth in loans and liabilities portfolio within 3 months of collaborative effort
- Achieved top agency nationwide in insurance sales by emphasizing high quality service
- Increased customer satisfaction surveys by 50+ points, fostering a highly cohesive and competitive team dedicated to serving diverse product lines in the commercial sector
- Achieved consistent yearly sales totaling 1.8-2 million dollars
- Increased portfolio by an average of 5% to 10% annually through acquisition of new clients
- Developed and maintained strong customer relationships while ensuring exceptional customer service
- Effectively managed customer complaints, offering suitable solutions and alternatives within specified time frames; actively followed up to ensure prompt resolution
- Maximized effectiveness by utilizing various sales tools and modules to assess data and deliver superior advice, products, and customer solutions.
- Collected and analyzed customer information to recommend potential products or services to management based on customer needs.
- Offered clear and appropriate advice to customers about banking solutions through personal interaction
- Maintained strict adherence to risk management protocols, investigating suspected anomalies to prevent fraudulent transactions and ensure compliance with anti-money laundering regulations.
Coordinator / Analyst / Payments Lead / Contact Center Agent
OCCIDENTE BANK
Tegucigalpa, Honduras
05.2014 - 07.2019
- Ensured efficient supervision and monitoring of +150 Point of Sales (POS) operations for bank affiliation products in the region.
- Demonstrated a commitment to delivering outstanding customer service through effective communication skills while assisting customers on the desk or remotely
- Enhanced product forecasting, order management, and utilization of P.O.S.
- Executed effective strategies to enhance sales and marketing promotions
- Managed high-volume of call and email traffic, consistently delivering timely responses
- Facilitated communication between different departments in order to resolve issues quickly.
- Scheduled, trained, and developed associates to achieve corporate determined volume goals
- Evaluated customers' requirements and needs, providing guidance for appropriate service and solutions.
- Selected, implemented, and maintained a POS system for new customers in the region, resulting in a 10% increase in sales
- Ensured errors and discrepancies in accounts were identified and promptly reported for efficient resolution
- Coordinated and monitored bank reconciliations for major remittance companies in the country. Oversaw payment operations for 2 telecommunications and mobile phone companies, accounting for 10% of the bank's income.
- Managed daily operational statistics, collected payments, and generated data reports to help inform managerial decision making.
Education
Strategic Thinking Course -
LinkedIn Learning
04.2023
Bachelor's Degree in Business Administration - Business
Central American Techological University
Tegucigalpa, Honduras09-2018
Skills
- Analytical thinking
- Problem-solving
- Verbal/written communication
- Product knowledge
- Customer Relationships
- Excellent time management skills
- Customer service
- Adaptability
- Database management
- Conflict resolution
- Bilingual (English and Spanish)
- Task management
- Continuous improvement
- Attention to detail
- Quality Control
- Employee Development
- Customer Service
- Financial Oversight
- Sales professional
- Relationship building and management
- Strategic Planning
- Key Performance Indicators
Volunteer Experience
COMPASS Refugee Centre, Interpreter, 10/2022, Present, Performed interpretation services for clients, Listened carefully and interpreted accurate information, Translated personal and legal documents for clients, Communicated with the volunteer group and the people being helped, Ran activities at the volunteer work
Languages
English
Full Professional
Spanish
Native/ Bilingual
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
- Achieved +10% monthly in insurance sales through effectively helping with mentoring, coaching and prospecting new customers.
- Led the bank with more than USD $1.8 millions in sales per year.
- Supervised team of 12 staff members.
- Successfully closed an average of 15 to 20 loans per month.
- Grew new accounts 15% in only 3 months.
Software
Microsoft Office
AS400
Project
Salesforce
SAP
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Work Preference
Work Type
Full TimeContract WorkWork Location
On-SiteHybridRemoteImportant To Me
Company CultureWork-life balanceCareer advancementWork from home optionPersonal development programsTeam Building / Company RetreatsInterests
Building a successful career as financial representative/advisor/specialist
Helping clients achieve their financial goals
Contributing to the growth and development of a financial institution
Leadership development and coaching
Participation in industry associations or conferences
Timeline
Machine Operator / Production Worker
PANO CAP LTD
01.2022 - Current
Branch Manager
LAFISE BANK
02.2020 - 10.2021
Coordinator / Analyst / Payments Lead / Contact Center Agent
OCCIDENTE BANK
05.2014 - 07.2019
Strategic Thinking Course -
LinkedIn Learning
Bachelor's Degree in Business Administration - Business
Central American Techological University
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