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Maria L. — Mid-Level Financial Services Account Manager from Argentina

Maria L.

Mid-Level Financial Services Account Manager

Argentina No experience yet
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Languages
Spanish
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About

Maria L. is a seasoned professional with a robust career in the financial sector, specializing in account management, sales of financial products, and customer service. At Compañía Financiera Argentina SA, she has effectively managed and optimized client accounts, achieving a 20% increase in client retention through strategic follow-ups and personalized communication. Her efforts in promoting and executing sales led to a 15% surpassing of sales targets, contributing to portfolio growth. She adeptly handled customer inquiries across multiple channels, enhancing customer satisfaction by 25%. Maria L. implemented personalized follow-up strategies, leading to a 70% reduction in complaints and improved client retention. Her administrative and process coordination skills have minimized errors and improved team efficiency, thereby enhancing overall organization. Additionally, she has ensured accuracy and control in handling large sums of money through precise management of cash operations and secured financial transactions. Her contributions to treasury management raised the accuracy and reliability of operations by 25%, supported by internal controls and daily audit procedures. Maria L.'s foundation in financial systems and management, further enriched by her education at institutions like the University of Buenos Aires and comprehensive training in methodologies like Agile, empowers her to drive efficiency and security in financial operations.

Experience

  • Commercial and Operational Management

    Compañia Financiera Argentina SA · 1997 — Present
    Managed and optimized client accounts, enhancing customer loyalty through strategic follow-up and personalized communication. Promoted and executed the sale of financial products while exceeding sales targets. Provided in-person, phone, and digital support to resolve inquiries promptly, leading to increased customer satisfaction. Implemented personalized follow-up strategies to reduce complaints and improve customer retention. Oversaw administrative documentation and coordinated internal processes to minimize errors and boost management efficiency. Managed cash operations including opening, auditing, and closing, ensuring accuracy in handling large sums of money. Coordinated deposits, transfers, and payroll payments while meeting deadlines to guarantee transactional efficiency. Supervised the custody and logistics of assets, reducing operational risks and enhancing security. Established internal controls and daily audit procedures to improve the accuracy and reliability of treasury operations.

Skills & Expertise

Education

  • High School Diploma
    Bachiller Comercial · 1991 — 1996

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