Experience

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  E.m.e ltda.

  Feb 2000 - Feb 2003

  Customer service specialist

  • Assisting customers with urgent financial needs by recommending suitable products and services to incoming client calls and providing professional, responsive customer service. Help clients learn how to use digital tools for online and mobile banking services.

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  Bbva chile

  Mar 2006 - Jun 2010

  Account executive

  • Helping clients get started and suggest financial solutions.• Enhancing the customer experience and achieve operational excellence by recommending work procedures, branch operations, and process changes. • Managing risks by following compliance procedures, processes, and controls to safeguard the interests of clients and shareholders.• Participating in the timely and accurate completion of business processes and procedures• Providing customer service excellence delivering exceptional personal service to clients. Show less

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  Santander bank, n.a.

  Jun 2010 - May 2012

  Financial advisor

  • Contribute to creating a supportive and inclusive work environment by encouraging teamwork, improving one's performance, and exchanging knowledge of the industry with others to accomplish shared goals.• Engaging customers in day-to-day advice needs, service transactions, help clients to manage, protect and grow their wealth.• Searches for original solutions to give each customer's experience a personalized touch.• Management of requirements and solutions to problems with credit cards, checking accounts, Mortgages, Investment, etc.• Digital education, and customer problem resolution related to banking solutions• Building clients confidence in emerging digital banking trends by educating them on mobile, ATM, and online banking• Helping clients to manage, protect and grow their wealth. Show less

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  Itaú unibanco

  May 2012 - Oct 2019

  Senior financial advisor

  • Identifying and understanding customer needs to complete transactions and resolve issues efficiently.• Promoting and contributing to a team-based approach in delivering superior service for all clients and achieving overall operations. • Helping clients to manage, protect and grow their wealth. • Suggesting financial solutions as loans, investment, mortgages, chequing and savings accounts, insurances, etc.• Advising and directing clients on digital and self-service solutions to make banking quick, straightforward, and simple.• Handling sophisticated issues raised to you and provide approvals or signing authority when required. Show less

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  Santander chile

  Oct 2019 - May 2021

  Senior financial advisor

  • Collaborating with colleagues and with stakeholders to provide the necessary client experience and meet overall company objectives• Assessing the financial circumstances of clients to provide guidance on available financial aid opportunities, eligibility criteria, and application procedures.• Reviewing and approving/disapproving loan applications, promissory notes, and other financial documents for accuracy and compliance.• Constantly, I make credit recommendations for personal lending transactions, including home financing, by sound credit-granting principles and the Bank’s policies and procedures.• Responding to inquiries and solve problems brought up by consumer credit audits and quality checks to guarantee proper data entry and loan application recommendation compliance with legal and regulatory standards and lending policies and procedures. Show less

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  Scotiabank

  Jun 2023 - now

  • Assisting the team's day-to-day activities by doing various administrative duties. Producing personalized forms for the team members, and esteemed clients; proficiently photocopying and assembling resources; and skillfully managing files and records. • Supporting mail distribution and courier requests.• Performing basic and complex data entry for processing client information.• Booking meetings and conference calls within the team.• Supporting operational activities and acts as a key member of a collaborative and versatile branch and market team.• Organizing work information to ensure accuracy and completeness.• Developing and maintaining customer-focused relationships with all stakeholders.• Following through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest. Show less

  • Financial Advisor

    Aug 2024 - now

  • Senior Customer Experience Associate

    May 2024 - Aug 2024

  • Customer Experience Associate

    Jun 2023 - Apr 2024