esetelopez

Managed daily portfolio tracking for preferred clients, developing sales plans to meet growth targets in assets and liabilities, adapting quickly to shifting priorities. Contacted current and potential clients via calls and meetings, providing comprehensive information on financial products, while building trust as their primary advisor—similar to handling multi-channel customer inquiries. Profiled client needs through in-depth research, offering tailored solutions to enhance satisfaction and loyalty, resulting in successful upselling and retention. Investigated market competitors and trends to inform strategies, ensuring compliance with documentation and post-sale support processes. Excelled in high-pressure environments, pivoting to resolve issues and escalate as needed, contributing to team goals in a collaborative setting.

Delivered daily reports on client interactions (calls, prospects, visits), following up on leads to close sales and meet placement targets for loans and insurance. Ensured seamless post-sale support, including compliance checks, documentation processing, and issue resolution to minimize customer friction and build long-term relationships. Adapted to evolving sales goals in a changing financial landscape, providing advisory services that simplified complex loan processes for clients. Monitored portfolio performance and escalated high-priority issues, demonstrating strong organizational skills and a customer-first mindset.

Achieved commercial targets by placing a full portfolio of products (consumer loans, credit cards, savings/current accounts, mortgages, vehicle loans, and insurance) to corporate clients and employees. Engaged with existing and potential clients through targeted outreach, simplifying financial concepts for broad audiences and fostering community-like relationships within assigned companies. Prospected and onboarded new corporate partnerships via payroll or loan agreements, managing end-to-end processes including documentation, compliance, and follow-up. Recognized nationally for top performance in insurance placements and revolving credit, serving as backup zone sub-manager—highlighting leadership and adaptability in dynamic teams. Conducted needs assessments to reduce client pain points, providing post-sale support to ensure satisfaction and loyalty.

Led commercial teams to exceed budgeted goals and productivity metrics, developing sales plans and training programs to enhance team competencies in products and sales tactics. Analyzed performance data and indicators to identify improvement opportunities, reducing operational friction and ensuring compliance with commercial models. Managed multi-channel stakeholder relationships (e.g., monthly scheduling with payroll managers), overseeing portfolio maintenance, delinquency tracking, and issue escalation. Inspired and motivated teams through constant feedback and accompaniment, fostering a culture of excellence in customer service and adaptability. Achieved 100%+ fulfillment in insurance collection targets monthly; recognized as top national coordinator multiple times.

Met sales targets by promoting banking products (consumer loans, credit cards, insurance, savings accounts) to potential clients, adapting pitches to individual needs. Researched client requirements and market competition to provide simplified, accurate information, streamlining onboarding and documentation processes. Delivered post-sale advisory support to resolve issues and build loyalty, often handling escalations during supervisor absences as acting coordinator. Recognized as top advisor (2014-2015) and team leader from year one, demonstrating strong communication and learning agility in a fast-evolving financial sector.