Norma Andrea Jimenez
Xalapa,Mexico
Summary
At BBVA, I excelled as a Personal Banker, leveraging my expertise in financial services and relationship management to expand client portfolios and enhance customer satisfaction. Skilled in credit analysis and client relationship management, I consistently met sales targets and played a key role in team achievements, all while maintaining strict confidentiality and attention to detail.
Overview
9
9
years of professional experience
Work History
Personal Banker
BBVA
XALAPA, VER
02.2014 - 02.2022
- Creation of customer databases.
- Control and safeguarding of client files.
- Establishment of business relationships for the creation and expansion of client portfolios.
- Proposal of solutions that guarantee customer satisfaction in accordance with company policy.
- Collaborated with team members to meet branch targets and objectives.
- Participation in the company's marketing campaigns, in accordance with the instructions received.
- Recognized opportunities for cross-selling additional banking products or services.
- Examined checks for endorsements to verify legality of documents.
- Responded promptly to customer emails, phone calls and requests for information.
- Maintained and built strong client relationships through quality, personalized interactions.
- Used customer information to tailor recommendations to promote cashier's checks, travelers' checks and savings bonds.
- Cross-sold banking products such as credit cards, loans and investments.
- Participated in training sessions regarding new banking products or services.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Maintained customer data confidentiality while inputting information into system.
- Conducted account openings and closings for clients.
- Created strategic financial solutions to suit individualized client needs.
- Maintained position of trust and responsibility by keeping customer business confidential.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
Customer Service
Megacable comunicaciones
XALAPA, VER
08.2013 - 02.2014
- Resolved customer service issues quickly and effectively.
- Developed customer service policies and procedures.
- Implemented strategies to improve customer service initiatives.
- Resolved customer service issues quickly and efficiently.
- Answered incoming calls and provided customer service.
- Provided customer service to ensure satisfaction.
Administrative Assistant
Instituto Mexicano del Seguro Social (IMSS)
XALAPA, VERACRUZ
08.2012 - 08.2013
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Coordinated mailings including sorting mail, preparing packages for shipping via courier service or postal service.
- Assistant in the budget, accounting, and expenditures.
- Organization of all the administrative procedures necessary.
- Conducted research, compiled and typed statistical reports, synthesized information and provided excellent communication to disseminate information throughout organization.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
Education
University Degree - Human Resources
Universidad Veracruzana
Xalapa, Ver.07.2013
Skills
- Banking
- Financial Services
- Credit Analysis
- Loan Officer Experience
- Bank Secrecy Act
- Relationship Management
- Accounting
- Banking policies and procedures
- Customer service and satisfaction
- Sales strategy
- Process improvement
- Information confidentiality
- Attention to detail
- Issues resolution
- Client relationship management
- Financial product sales
Languages
- Spanish, Advanced
- English, Intermediate
Total Years Of Experience
10
Timeline
Personal Banker
BBVA
02.2014 - 02.2022
Customer Service
Megacable comunicaciones
08.2013 - 02.2014
Administrative Assistant
Instituto Mexicano del Seguro Social (IMSS)
08.2012 - 08.2013
University Degree - Human Resources
Universidad Veracruzana
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