Summary
Overview
Work History
Education
Certification
Languages
Timeline
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Agustina Mercuri

Agustina Mercuri

Mexico City

Summary

Seasoned banking professional with thirteen years of industry expertise. Hailing from Argentina and currently based in Mexico since 2019. Proven track record in enhancing customer relationships, spearheading negotiations, and developing effective credit strategies to drive business growth and profitability.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Vice President | Treasury Sales Officer

Bank of America Mexico
11.2023 - Current
  • Responsible for working with industrial multinational clients across the world; client portfolio +95 master groups.
  • Working on developing banking relationship as well as maintaining and increasing revenues for cash management and trade finance.
  • Responsible for having a strong banking relationship with corporate clients and understand their treasury needs while achieving revenue goals while being in line with the banking strategy.
  • Established and maintained strong relationships with customers, vendors and strategic partners.
  • Formulated and executed strategic initiatives to improve product offerings.
  • Enhanced company profitability by implementing strategic business plans and optimizing operational processes.
  • Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.

Vice President | Credit Officer

Citi Private Bank
01.2022 - 10.2023
  • Responsible for working in partnership with Banker Teams, Lending Originators and Capital Markets teams, to initiate and underwrite the credit approval of new Margin Loans and Derivative transactions, interims credits and timely completion of annual reviews of existing assigned credit relationships.
  • Responsible for assessing risk on credit reviews according to Credit Policies and executable documents. 36 Client Relationships assigned for credit annual reviews from LATAM region.
  • Underwriter for Residential Real Estate Loans in North America: Assisting in negotiation with clients as well as with internal partners to deliver executed process on time.
  • Streamlined loan approval processes with the development of standardized credit policies and procedures.
  • Checked appraisals, title information and insurance documents for each property.
  • Recommended approval or disapproval of commercial, real estate or credit loans.
  • Trained new team members on company-specific processes, ensuring consistent standards across the credit department.
  • Conducted regular account reviews to proactively identify potential risks in the credit portfolio, taking corrective actions as needed.

Corporate Sales Manager

HSBC Mexico SA, Institución de Banca Múltiple
08.2019 - 12.2021
  • Increasing share of wallet for cash management on corporates by working on new business strategies for cross selling ranking solutions to increase revenues.
  • Managing corporates clients from Mexico City and northwest region (Tijuana & Ciudad Juarez areas) mainly for maquila’s business and corporates in Monterrey.
  • Working with Corporates which want to develop their business across Latin America (Mexico, Brazil, Argentina, among others).
  • Developed and implemented new marketing and sales plans and defined the business strategy to accomplish the banking goals in accordance with the strategy planned.
  • Closed lucrative sales deals using strong negotiation skills.
  • Created detailed reports on sales performance metrics, highlighting areas requiring attention or action from senior management.
  • Established strong client relationships for enhanced customer satisfaction and loyalty.

Corporate Sales Manager

HSBC Argentina SA
03.2017 - 07.2019

Client Service Manager

HSBC Argentina SA
06.2015 - 03.2017

Implementation Manager

HSBC Argentina SA
08.2014 - 05.2015

Client Service Manager

HSBC Argentina SA
06.2013 - 07.2014

Internship

HSBC Argentina SA
06.2012 - 12.2013

Education

Bachelor's Degree - Economics

Universidad De Buenos Aires

English in Advance Certificate -

Issued By Cambridge University, UK
Buenos Aires

First Certificate in English -

Issued By Cambridge University, UK
Buenos Aires

Certification

  • ICA Certificate in Anti Money Laundering and Sanctions Compliance with Merit (2015) Buenos Aires - Certificate issued by University of Manchester
  • Re Validation Anti Money Laundering and Sanctions Compliance 2016/2017/2018/2019/2020/2021/2022/2023/2024
  • Intermediate Wholesale Credit Risk Course (2023)
  • Essential Wholesale Credit Risk Course (2022)

Languages

English
Bilingual or Proficient (C2)
Spanish
Bilingual or Proficient (C2)

Timeline

Vice President | Treasury Sales Officer

Bank of America Mexico
11.2023 - Current

Vice President | Credit Officer

Citi Private Bank
01.2022 - 10.2023

Corporate Sales Manager

HSBC Mexico SA, Institución de Banca Múltiple
08.2019 - 12.2021

Corporate Sales Manager

HSBC Argentina SA
03.2017 - 07.2019

Client Service Manager

HSBC Argentina SA
06.2015 - 03.2017

Implementation Manager

HSBC Argentina SA
08.2014 - 05.2015

Client Service Manager

HSBC Argentina SA
06.2013 - 07.2014

Internship

HSBC Argentina SA
06.2012 - 12.2013

Bachelor's Degree - Economics

Universidad De Buenos Aires

English in Advance Certificate -

Issued By Cambridge University, UK

First Certificate in English -

Issued By Cambridge University, UK

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Agustina Mercuri