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@johanalz14

A customer service focused professional with over 5 years of experience in the financial industry.

Peru
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What I'm looking for

I'm seeking a role that offers opportunities for professional growth and development. I'm eager to expand my skills and take on new challenges

Hello, my name is Johana, I am economist from Peru and I have experience in sales, working with clients and also as assistant in commercial areas of banks.

I have worked in important companies such as BBVA bank and Credit Bank of Peru, where I performed roles ranging from commercial advisor to management assistant. In recent years, I have been working remotely for RedCloud Trade as an investment assistant and for FTMO as customer support.

I consider myself a person with good communication skills, proactive, a fast learner, responsible, I work efficiently I am very persistent and I like to work with a team.

Experience

REDCLOUDE TRADE logoRT

Investment Assistant

Aug 2022 - Jul 2023 (11 months)

- Assist the trading team with day-to-day trading activities and monitor portfolios.
- Analyze stocks momentum for the day during pre-market hours.
- Schedule management and coordination of communications via phone and email.
- Perform market analysis, financial data analysis, etc.
- Preparation of project reports and developed presentations to the team.
- Respond to requests for information in a

BBVA logoBB

Executive Assistant of High Direction of Commercial Banking

May 2019 - Jul 2022 (3 years 2 months)

- Provide administrative assistance and perform support tasks to multiple Regional Managers.
- Schedule management utilizing Google Suite.
- Plan and schedule appointments, travel and events for Regional Managers and staff.
- Organized 8+ monthly meetings, including their logistics, preparing materials and catering, scheduling with partners and making facilities ready, organizing handouts and/or b

BBVA logoBB

Commercial Banking Advisor

Jan 2018 - May 2019 (1 year 4 months)

- Interacted with clients to identify their financial needs and provide customized solutions.
- Responsible for selling packaged banking products and services to existing accounts as well as initiation of new accounts. Maximizing sales opportunities by top selling to existing and new clients.
- Developed strategic relationships with clients to boost sales in the short and long terms.
- Conducted d

Credit Bank of Peru logoCP

Banking Services Promoter

Nov 2016 - Jan 2018 (1 year 2 months)

- Strategic Relationship building and maintenance of existing clients and new clients was given as a priority.
- Business Development was emphasized so rebuilding and promotion of various Banking Services and Products to existing and new clients.
- Identification of organizational and financial needs through different credit and debit operations at the direct request of the client.

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