Freelancer profile translated to English.

Description

Public Accounting professional with 23 years of experience in the banking and microfinance sector, specializing in commercial advisory, customer service, financial analysis, and office leadership.

Throughout my career, I have assisted clients and small businesses in financial decision-making, achievement of commercial goals, and improvement of service processes.

I am characterized by responsibility, results orientation, and the ability to build trusting relationships with clients.

Currently seeking to collaborate on projects related to:

• Customer service and support

• Commercial management and sales

• Basic financial advisory

• Microfinance

• Client follow-up

• Administrative analysis and organization

Committed to offering clear, human, and efficient solutions.

Industry field of expertise

Languages

Spanish
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Banco Caja Social
Microfinance Director
BANKING AND INSURANCE
January 2008 - January 2026 (18 years)
Sogamoso, Colombia
• • Management and growth of business portfolio
• • Financial advisory to business clients
• • Corporate client acquisition and loyalty
• • Commercial management and business development
• • Financial portfolio administration
customer-relationship-management Finance Organizational culture sales-excellence customer-segmentation-and-analysis
BBVA
Individual Client Manager
BANKING AND INSURANCE
January 2004 - January 2007 (3 years)
Tunja, Colombia
Client acquisition and loyalty, financial advisory, and achievement of commercial goals, teamwork.
Banco Granahorrar
External Sales Advisor
BANKING AND INSURANCE
July 2003 - June 2017 (13 years and 11 months)
Tunja, Colombia
Client acquisition and loyalty, financial advisory, and achievement of commercial goals, teamwork.