MELINA YISEL WONG TORRES
Able to work in a team with very diverse personalities. Pro-active, Motivating, Responsible and Organized. High level of commitment to work. Used to work towards the achievement of objectives.
Experiencia
• Client Account Management • Promote a culture focused on the customer in order to deepen relationships, offering personalized service with a view to increase their loyalty and satisfaction. • Acquire new customers through converting referral leads • Acquisition of new clients for the segment • Sale Bank products • Maintenance of existing clients • Compliance, Risk and Controls • Ensure that KYC/AML and other compliance norms are strictly adhered to • Portfolio analysis, closing alerts (client updates / remediate existing files) • Analysis of accounts, monitoring prevention and money laundering • Ensure that Compliance policies and procedures are implemented and effectively developed • Refer to other channels • Authorized signature for the Bank • Provide financial advice for existing and new clients • Ensure the proper management of the loans reported by customers in the segment • Follow up on customer claims and complaints
• Responsible for managing a portfolio of clients with high profitability for the Bank • Offer a personalized customer service to clients in the Private Banking segment with a view to increase their loyalty and satisfaction • Acquire new customers through converting referral leads • Compliance, Risk and Controls • Ensure that KYC/AML and other compliance norms are strictly adhered to • Ensure that Compliance policies and procedures are implemented and effectively developed • Authorized signature for the Bank • Provide financial advice to existing and new clients • Increase and maintain balances in the accounts of my clients • Refer Investment accounts to Citi USA • Identify the needs of potential customers, find cross-selling opportunities • Ensure proper management of the loans reported by clients in the segment • Follow up on claims and complaints from clients • Participation in social activities to promote the services, the Bank and enhance customer bonding
• Responsible for managing a portfolio of clients with high profitability for the Bank • Offer a personalized customer service to clients in the Private Banking segment with a view to increase their loyalty and satisfaction • Acquire new customers through converting referral leads • Compliance, Risk and Controls • Ensure that KYC/AML and other compliance norms are strictly adhered to • Ensure that Compliance policies and procedures are implemented and effectively developed • Authorized signature for the Bank • Provide financial advice to existing and new clients • Increase and maintain balances in the accounts of my clients • Refer Investment accounts to Citi USA • Identify the needs of potential customers, find cross-selling opportunities • Ensure proper management of the loans reported by clients in the segment • Follow up on claims and complaints from clients • Participation in social activities to promote the services, the Bank and enhance customer bonding