Experience

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  Banco interamericano de finanzas - bif

  Oct 2013 - Mar 2015

  • Coordinated, managed and supervised daily wire transfers in the average amount of $6 million.• Responsible for creating and presenting financial reports to the Branch Manager. • Analyzed, developed and implemented new operating processes which increased revenue and minimized costs. • Provided an optimal monitoring and constant communication on daily cases, complaints and inquiries received by our clients to intermediary banks in USA and Europe in order to promptly solve customer problems.• Coordinated with currency trade executives the purchase of money in different currency to debit in our client’s accounts.

  • International Banking Assistant

    Apr 2014 - Mar 2015

  • International Payments Intern

    Oct 2013 - Mar 2014
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  Fidelity investments

  Dec 2015 - May 2017

  Financial associate i - multiproduct

  • Provided outstanding customer service in a high-volume workload environment with an average of 250 inbound callers per week, while responded to their inquiries about retirement and employee benefit plans, processed their requests and educated customers to achieve beneficial outcomes for their retirement savings accounts.• Achieved customer satisfaction rating of 80% within six months, exceeding corporate target.• Met performance benchmarks in all areas (accuracy, speed and volume)• Completed client relations training to learn ways to enhance customer satisfaction and improve productivity.• Collaborated with others to identify opportunities for continuous process improvements.• Traveled to different states to represent Fidelity Investments in Employer's Benefits Fairs. Show less

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  Charles schwab

  Sept 2017 - now

  • Provide outstanding customer service in a high-volume workload environment while respond to their inquiries about retirement and employee benefit plans, process their requests and educate customers to achieve beneficial outcomes for their retirement accounts. • Collaborate with others teams to identify opportunities for continuous process improvements.• Travel to different states to represent Charles Schwab in Employer's Benefits Fairs.• Fully licensed (Series 7/ Series 66).

  • Manager

    Mar 2021 - now

  • Sr. Specialist, Participant Services

    May 2020 - Feb 2021

  • Specialist, Participant Services

    Mar 2019 - Apr 2020

  • Bilingual Associate, Brokerage Services

    Sept 2017 - Feb 2019