Ricardo Polanco

Experience

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  Sitel

  Apr 2014 - Jul 2014

  Customer Service Representative

  Handle 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.

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  Grupo LAFISE

  Sept 2016 - Feb 2020

  Supervise, 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 2020

  • Ejecutivo bancario

    Nov 2018 - Jan 2019

  • Oficial de servicios bancarios

    Sept 2016 - Nov 2018
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  Banco Avanz

  Nov 2020 - Jan 2021

  Asesor de clientes

  Conduct 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.

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  Grupo LAFISE

  Feb 2021 - May 2023

  Enter 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 2023

  • Ejecutivo de tesorería

    Sept 2021 - Jan 2022

  • Analista de tesorería

    Feb 2021 - Sept 2021
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  Ocean Bank

  Dec 2023 - now

  Retail Banking Representative