Erika Alfonso Email & Phone Number

Colombia

•Processed Business Banking small loans in preparation for closing within expected service levels, while providing exemplary service to Business Banking customers.•Helped customers prepare documents required to complete transactions and process requests.•Cross-sold wide range of services and products to increase new business and expand existing customer relationships.•Audited and supported cashiers in the processing of money order, cashier's check and payment transactions to contribute to double-checking procedures.•Formalized risk assessment models and developed standards for trend analysis for corporate use.•Worked with diverse product development teams to create software for qualitative structured solutions to validate and model emerging markets.

Bogotá, Capital District, Colombia

• Developed strategies to grow client base and implemented appropriate sales plans to target prospective customers.• Worked to build branch credibility and develop relationships to increase community and industry visibility and overall profitability• Utilized up-to-date information to make effective decisions governing bank operations like raising money to complete business development projects such as mergers and company purchases.• Prepared employee documentation, routine evaluation measures and recommendations.• Identified clients with additional profit potential and designed action plans to expand relationships while recommending strategies for them in relation to investment planning, insurance coverage and cash management.• Built and maintained productive relationships with internal and external C-level executives to facilitate business success.

Bogota, D.C., Capital District, Colombia

• Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.• Monitored self-checkout systems and provided help in resolving complex problems.• Assisted customers in creating or closing accounts, completing loan applications and signing up for new services and to further develop overall customer education, also educated clients on the use of the banking website and mobile applications.• Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.• Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.• Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.

Bogota, D.C., Capital District, Colombia

• Maintained operational proficiency in coordinating both international and domestic travel accommodations for customers, arranging for airfare as well as hotel and rental car reservations.• Provided customers with best deals and well-researched travel options, successfully negotiating rates while improving customer satisfaction ratings.• Resolved financial inconsistencies through collection of outstanding fees, management of refunds and delivery of travel documentation.• Displayed travel brochures and other promotional materials strategically to foster brand awareness, focusing on international destinations such as USA.• Supervised payments via credit and debit cards and handled sensitive information with professionalism and discreteness.• Monitored market trends and activities to maintain competitive rates and strategies, increasing net revenue.

Bogota, D.C., Capital District, Colombia

• Helped customers complete purchases, locate items and join reward programs.• Worked closely with shift manager to solve problems and handle customer concerns.• Processed customer refunds and exchanges according to established guidelines.• Increased access to inventory by supporting merchandise stocking and search efforts.• Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.• Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.

Advanced Business Management, Business Administration And Management, General

Bachelor Of Business Administration - Bba