
Ricardo Polanco
Customer Service Representative

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About me
Finance Degree | Retail Banking
Education

Colegio Centro América
2002 - 2010Bachiller en Ciencias, Letras y Filosofía
Universidad Centroamericana, Managua
2011 - 2016Licenciatura Accounting and Finance
Experience

Sitel
Apr 2014 - Jul 2014Customer Service RepresentativeHandle incoming customer calls, including inquiries, complaints, account-related issues, and general assistance requests.Troubleshoot and resolve customer issues, complaints, or disputes while adhering to company policies and procedures.Maintain detailed and accurate records of customer interactions, including call notes, case details, and follow-up actions.

Grupo LAFISE
Sept 2016 - Feb 2020Supervise, train, mentor, and motivate a team of sales representatives, ensuring that they meet or exceed their sales targets and objectives.Prepare regular sales reports and presentations for senior management, highlighting achievements, challenges, and opportunities for improvement. Build and maintain strong relationships with customers to understand their financial needs, preferences, and goals. Establish trust and rapport to foster long-term banking relationships.Meet or exceed sales targets and revenue goals established by the bank through effective cross-selling and relationship-building.Educate clients on digital banking tools, mobile apps, online account access, and other self-service options to enhance their banking experience. Develop a comprehensive understanding of the bank's products and services, including savings accounts, checking accounts, loans, credit cards, and investment options. Educate customers about available products and recommend solutions that meet their financial goals.Stay informed about changes in bank policies, products, services, and industry regulations. Provide accurate and up-to-date information to customers.
Supervisor de ventas
Feb 2019 - Feb 2020Ejecutivo bancario
Nov 2018 - Jan 2019Oficial de servicios bancarios
Sept 2016 - Nov 2018

Banco Avanz
Nov 2020 - Jan 2021Asesor de clientesConduct various banking transactions, such as deposits, withdrawals, check cashing, fund transfers, and bill payments, with precision and adherence to security and regulatory procedures.Identify opportunities to cross-sell bank products and services based on customer needs and financial goals. Including insurance, credit products, or investment options.

Grupo LAFISE
Feb 2021 - May 2023Enter investment transactions into the bank's systems, including purchases, sales, dividends, and interest payments. Ensure that all data is accurate and complete.Verify trade confirmations received from brokers and counterparties and accurately record the details of each trade, including trade dates, settlement dates, and trade amounts.Adhere to regulatory and compliance standards relevant to investment data management. Assist in generating investment-related reports for internal and external stakeholders. Show less
Product Owner
Feb 2022 - May 2023Ejecutivo de tesorería
Sept 2021 - Jan 2022Analista de tesorería
Feb 2021 - Sept 2021

Ocean Bank
Dec 2023 - nowRetail Banking Representative
Licenses & Certifications
- View certificate

Pensamiento estratégico
LinkedInSept 2020 - View certificate

Video Curso de Trading - Análisis Técnico Forex Profesional
UdemyMar 2020 - View certificate
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Certificación en Inteligencia de Negocio aplicada a la Gestión Estratégica
Badgr (now part of Instructure)May 2022
Languages
- esEspañol
- inInglés
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