As an Exchange Account Executive, I´m responsible for managing and assisting clients in opening accounts in both the corporate and commercial sectors, with a focus on client satisfaction and expanding the customer base. My key responsibilities and achievements included:Providing bilingual support (English and Spanish) to domestic and international clients, ensuring a seamless account opening process in both sectors.Setting exchange rates for buying and selling currencies… Show more As an Exchange Account Executive, I´m responsible for managing and assisting clients in opening accounts in both the corporate and commercial sectors, with a focus on client satisfaction and expanding the customer base. My key responsibilities and achievements included:Providing bilingual support (English and Spanish) to domestic and international clients, ensuring a seamless account opening process in both sectors.Setting exchange rates for buying and selling currencies, optimizing profitability for both the company and clients.Handling physical and electronic client files, ensuring compliance with regulatory requirements and maintaining organized and efficient records.Opening prepaid foreign exchange accounts, offering tailored financial solutions based on client needs.Negotiating currency purchase and sale transactions, leading to increase monthly transaction volume.Providing comprehensive advice on credit lines, financing plans, and short-term and long-term investments, helping clients achieve their financial goals.Telephone and in-person customer service, resolving inquiries and offering guidance on financial products and services.Business Development and Fieldwork:Attracting new corporate accounts by conducting field visits, interviewing executives, and positioning the company as a strategic financial partner in the corporate sector.Building relationships with key businesses through on-site meetings, identifying opportunities, and providing customized financial solutions.Skills and Tools: Bilingual customer service (English and Spanish), negotiation, advanced Excel, database management, financial advisory, business development, corporate visits, fieldwork. Show less

Identify clients' financial goals and objectivesAnalyze clients' financial recordsDevelop financial plans for clientsMake recommendations concerning cash management, insurance coverage, investment planning, retirement and estate planningArrange for sale of financial products and investments

Provide customer service and after-sales supportProcess clients service formsMaintain communication with existing customers within a specific sales territoryCoordinate internal and external meetings, ensuring the preparation of all related documents with the customers  needs. Work with the administrative team to improve internal procedures and processes.Provide support to the logistic and administrative team.Meeting, scheduling and delivery calendar… Show more Provide customer service and after-sales supportProcess clients service formsMaintain communication with existing customers within a specific sales territoryCoordinate internal and external meetings, ensuring the preparation of all related documents with the customers  needs. Work with the administrative team to improve internal procedures and processes.Provide support to the logistic and administrative team.Meeting, scheduling and delivery calendar management Answering phones, taking inquiries, and transfer callsAssemble and analyze data to prepare reports and documents.Draft correspondences, emails and formal documents. Create services ordersMaintain general online files, databases, customer files and other files related to the company’s operations.Order office supplies and coordinate office repairs Show less

Customer serviceCoordinate internal and external meetings  Input new or updated information into the company database Sort, organize and maintain electronic customer filesAssist with any customer requires related taskAnswer and direct phone callsMeetings calendar management Process clients services forms