MARTHA URIBE
Banco de Bogotá
Innisfil
1
Certification
10
years of professional experience
Results-driven banking and financial services professional with more than 10 years of experience in retail banking, client relationship management, lending solutions, credit analysis, and business development. Proven success in identifying customer financial needs, building long-term client relationships, and delivering customized lending and financial solutions. Experienced in mortgage-related lending processes, credit evaluation, sales leadership, and portfolio growth. Licensed LLQP professional with strong knowledge of financial products, regulatory compliance, and client-focused advisory services. Bilingual in English and Spanish.
Work History
Branch Manager
4 Months- Led branch sales and business development initiatives, achieving growth in lending, deposits, and customer acquisition.
- Built and maintained strong relationships with personal and business banking clients.
- Assessed client financial situations and recommended suitable lending and credit solutions.
- Evaluated credit applications, reviewed supporting documentation, and ensured compliance with banking policies.
- Managed branch profitability, lending portfolios, and performance metrics.
- Oversaw customer service standards and client retention strategies.
- Developed local market opportunities and generated new business through networking and relationship building.
- Coached and mentored banking staff to achieve sales and service objectives.
Banking Sales & Service Advisor
9 Years 3 Months- Advised clients on financial products including loans, credit facilities, investments, deposits, and insurance solutions.
- Conducted financial needs assessments and recommended appropriate banking solutions.
- Supported lending and credit application processes from initial consultation through approval stages.
- Built a strong portfolio of clients through referrals, outbound prospecting, and relationship management.
- Managed customer inquiries, resolved concerns, and maintained high client satisfaction levels.
- Performed credit reviews and risk assessments while ensuring regulatory compliance.
- Promoted digital banking solutions and increased customer adoption of self-service channels.
- Consistently achieved sales targets and service excellence standards.
Education
Graduate Certificate - Industrial Engineering
Bachelor's Degree - Industrial Engineering
Skills
Microsoft Office Suite (Excel
Word
PowerPoint)
CRM Systems
Banking & Lending Platforms
Financial Analysis Tools
Digital Banking Applications
LANGUAGES
English – Professional Working Proficiency
Spanish – Native
Certification
- LLQP – Life License Qualification Program
- Ontario, Canada | 2023
- Qualified to provide life insurance and related financial protection solutions.
- Strong understanding of financial planning concepts, risk management, and client advisory practices.
Timeline
Branch Manager
Banco de Bogotá
11.2022 - 03.2023Read More
Banking Sales & Service Advisor
04.2013 - 07.2022Read More
Santo Tomas University
Graduate Certificate from Industrial Engineering
Read More
Santo Tomas University
Bachelor's Degree from Industrial Engineering
Read More
CORE COMPETENCIES
- Mortgage & Lending Solutions
- Client Relationship Management
- Credit Analysis & Risk Assessment
- Financial Needs Analysis
- Business Development & Prospecting
- Sales & Revenue Growth
- Mortgage Pre-Qualification Support
- Financial Product Recommendations
- Customer Acquisition & Retention
- Regulatory Compliance
- Portfolio Management
- Cross-Selling & Upselling
- Negotiation & Communication
- CRM & Banking Systems
- Team Leadership & Coaching
- Problem Solving & Decision Making
ADDITIONAL QUALIFICATIONS
- Extensive experience reviewing financial documentation and assessing creditworthiness.
- Strong understanding of lending processes, financial analysis, and customer acquisition strategies.
- Ability to develop referral networks and community relationships to generate new business opportunities.
- Experience working within regulated financial environments and compliance frameworks.
- Exceptional interpersonal, communication, and consultative sales skills.