Skills
Databasing; Large Group Presentations; Problem Solving; Financial Products; Electronic Mail; Sales; Spreadsheets; Making Phone Calls; Email Writing; Communication; People Management; Detail-Oriented; Marketing; Office Administration; Banking
About
· Entered data accurately into spreadsheets and databases for record-keeping purposes.
· Scheduled and facilitated meetings, including preparing agendas and minutes.
· Prioritized incoming emails and phone calls to ensure timely responses from appropriate personnel.
· Translation of academic texts from English to Spanish.
· Writing emails, messages and making calls to confirm attendance of guests at the event.
· Alignment with different areas to provide solutions and responses to problems during the event.
· Control and monitoring of scheduled activities.
· Built and maintained strong client relationships through excellent service and communication.
· Participated in professional development opportunities to enhance financial advisory skills.
· Sell other financial products to clients in my portfolio and improve those they already have.
· Quote personal loans and car insurance.
Profile Photo
