Volunteering
Laura Viridiana Piña Dehena
Admistration
Mexico,Mexico City
Summary
Experienced and enthusiastic RM with over 10 years of experience in finance. Excellent reputation for resolving problems and improving customer satisfaction. Eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding and motivated to learn, grow and make the world better.
Overview
1
1
Language
7
7
years of post-secondary education
10
10
years of professional experience
Work History
RMIS Account Manager
HSBC Mexico
Mexico, Mexico City
04.2015 - Current
- Approached potential clients by using direct marketing techniques, including mailings and phone contacts.
- Presented financial well-being education to groups of over 40 people to cultivate new business and increase financial knowledge of customer base.
- Responded to customer calls within 5 hours to swiftly resolve issues and answer questions.
- Met with customers to provide information about available products and policies.
- Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
- Directed 3 employees and preferred partners to facilitate sales and renewals of stop-loss products.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Upsold additional products and services after identifying customer needs and requirements.
- Built relationships with clients through active listening and empatic talents to provide excellent service.
Teller Specialist
HSBC Mexico
Mexico, Mexico City
11.2010 - 04.2015
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Performed customer transactions for money orders, cashiers checks, deposits and withdrawals.
- Executed wire transfers, stop payments and account transfers.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Processed quarterly vault and ATM audits with zero error rate.
- Coordinated daily cash reconciliation in high-volume location.
- Sold cashier's checks, traveler's checks and money orders.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Promoted products or services to each customer to consistently achieve sales targets.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
- Received regional branch recognition award for 120% sales increase.
- Enthusiastically greeted customers and offered dedicated service during entire transaction, improving bank satisfaction ratings by 80% in 1 month.
- Advised clients on mortgage, education and personal loans.
- Handled various accounting transactions.
Education
No Degree - Law (Pre-Law)
UNAM
State Of Mexico 08.2005 - 07.2010
No Degree - Business Administration And Management
CENEVAL
Mexico Ciry 06.2019 - Current
Skills
Quotes and sales
Client needs analysis
Underwriting and adjustments
Business planning
Account management
Planning and Coordination
Leadership
Customer Service
Flexible & Adaptable
Meal planning and preparation
Care plan assessment
Direct Patient Care
Patient care
Flexible schedule and availability
Verbal and written communication skills
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Interests
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
No Degree - Business Administration And Management
CENEVAL
06.2019 - Current
RMIS Account Manager
HSBC Mexico
04.2015 - Current
Teller Specialist
HSBC Mexico
11.2010 - 04.2015
No Degree - Law (Pre-Law)
UNAM
08.2005 - 07.2010