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
Mati User
@johanalz14
A customer service focused professional with over 5 years of experience in the financial industry.
PeruWhat I'm looking for
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
- 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
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
- 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
- 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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