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Proporcionar asesoría financiera a cartera de clientes corporativos asignados sobre productos activos y pasivos, soluciones de Manejo de Efectivo, productos de Comercio Exterior, productos de Tesorería, Convertibilidad y Estructuras de financiación asociados a gestión eficiente de Tesorería para cumplir con el logro de estrategias financieras del cliente en un entorno regulatorio y económico en constante cambio. Originar las transacciones de negocio de los clientes corporativos,
basadas en la previa detección de sus necesidades financieras y crediticias mediante visitas, conferencias telefónicas y presentaciones, con la finalidad de lograr la consecución de las metas establecidas por el negocio. Garantizar la continuidad de las relaciones con el cliente, mediante un acercamiento personalizado ofreciendo soluciones integradas, nuevos productos o servicios según el perfil de la compañía, maximizar la relación costo beneficio de las relaciones corporativas mitigando los riesgos tanto operativos como de crédito. Asegurar un buen desempeño y entrega a
nivel de calidad de servicio. Diseñar e implementar ideas de marketing para incrementar la venta cruzada de productos entre los clientes. Participar en las actividades relacionadas con el compromiso social de nuestra comunidad. Proteger y aumentar la participación de mercado de la compañía. Desarrollar un conocimiento profundo de la industria. Identificar nuevas oportunidades de negocio en los sectores asignados, tales como: Consumo Masivo, Industrial, Medios y Telecomunicaciones, Energía y Petróleo, Farmacéutico y Tecnología. Realizar el manejo, control y seguimiento de la documentación de relación de los clientes y de crédito. Brindar soporte a los clientes Citibank de otros países. Asegurar al 100% el cumplimiento de políticas y regulaciones establecidas por la corporación y el país, tanto para clientes como para empleados.
Jul 2001- Sep 2004 CITIBANK, N.A. Suc Venezuela Service Mgr y Customer Service Sup
Manejo y soporte a los clientes clasificados como “Top” dentro la cartera de clientes de la Banca Corporativa de Citibank Venezuela ofreciendo un servicio exclusivo, diferenciado y preferencial a los fines de ganar competitividad en el mercado y construir lealtad de los clientes. Indagar e identificar necesidades de los clientes que permitan crear oportunidades para incrementar las transacciones de negocios. Elaboración de presentaciones a estos clientes que reflejen el manejo de su operatividad con el banco y el análisis del comportamiento de sus solicitudes. Dirigir reuniones y visitas mensuales a los clientes para medir y determinar su satisfacción con respecto al servicio prestado por el banco (retroalimentación). Actuar como punto de escalamiento frente a cualquier solicitud que se presente.
Feb 1997-Jul 2001 CITIBANK, N.A. Suc Venezuela Customer Service Investigator
Resolver los requerimientos de los clientes corporativos recibidos a través de los canales de servicio post-venta (teléfono, fax, correo electrónico, otros), que no pueden ser resueltos por los Customer Service Representatives (CSR). Realizar seguimiento y reportar el estatus de los requerimientos que requieran la participación de unidades de soporte internas y externas para su resolución. Participar en proyectos de mejora de procesos con base en los requerimientos recurrentes de los clientes.
Feb1994- Feb 1997 CITIBANK, N.A. Suc Venezuela Customer Service Representative
Canalizar los requerimientos de los clientes corporativos recibidos a través de los canales de servicio post-venta (teléfono, fax, correo electrónico, otros) de forma rápida, exacta y ajustada a los estándares de calidad establecidos local y regionalmente. Registrar y reportar el estatus de las solicitudes que requieran la participación de unidades de soporte internas y externas para su resolución.","rawText":"Sep 2004–Nov 2011 CITIBANK, N.A. Suc Venezuela Relationship Mgr Corporate Bank Proporcionar asesoría financiera a cartera de clientes corporativos asignados sobre productos activos y pasivos, soluciones de Manejo de Efectivo, productos de Comercio Exterior, productos de Tesorería, Convertibilidad y Estructuras de financiación asociados a gestión eficiente de Tesorería para cumplir con el logro de estrategias financieras del cliente en un entorno regulatorio y económico en constante cambio. 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