Heidy Valverde Rodriguez

Experience

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  Scotiabank

  Feb 2014 - Feb 2018

  • Sold of financial products and banking services• Advised clients on financial services according to their needs• Realized financial evaluation of clients to grant them personal loans• Referred clients to internal financial specialist• Advised and sold of mutual funds and certificate of deposit• Managed and monitored of client portfolio• Realized customer prospectingAchievements: • Opening of mutual funds for the value of S/1,000,000.00• Opening of savings accounts for the value of S/900,000.00• Award for providing exceptional customer service and meeting monthly goals set by the business Show less

  • Sales and Services Advisor

    Jul 2016 - Feb 2018

  • Services Promoter

    Feb 2014 - Jul 2016
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  West Texas A&M University

  Jan 2019 - May 2020

  • Collected the contact information for the authors in initial stage of book research• Involved in reviewing and checking the editorial work for several chapters to identify areas of improvements• Performed analysis of different authors in the subject to deliver support and guidance for handbook• Conducted research on various projects while ensure compliance to deadline • Worked for two professors while pursuing master’s degree• Performed administrative tasks required by university staff along with providing assistance in preparing lectures, and grading assignments and exams• Displayed exceptional performance and recognized as student of the month of October 2019

  • Editorial Assistance

    Aug 2019 - May 2020

  • Student Assistance

    Jan 2019 - May 2020
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  Bank of America

  Nov 2020 - May 2021

  Relaltionship Banker

  • Advised clients on financial services according to their needs• Realized financial evaluation of clients for personal and vehicle loans• Referred clients to internal financial specialist • Sold of financial products and services to existing and potential clients• Managed and monitored of client portfolio• Managed cash drawer of financial operations

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  VALROD CONTRATISTAS GENERALES

  May 2022 - now

  Administrative Manager

  • Manage accounting and financial areas of the company• Maintain inventory of project supplies• Ensure efficiency work and security of office space• Handling of paperwork, records, and documents for a company. Work with construction employees and suppliers

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  Golden Capital FX

  Aug 2023 - now

  Financial Operation Analyst

  • Manage accounting and financial areas of the company• Forecast cashflow monthly• Manage record and payments of fixed and variable income financial instruments• Handling of paperwork, records, and documents for a company