Throughout my career in financial services, Iโve guided multi-faceted projects to drive accuracy, enhance efficiency, and facilitate operational success. As someone who consistently exceeds business goals, I leverage my finance expertise to provide essential information to decision-makers while promoting the highest levels of performance across my department. ๐๐๐ถ๐ฑ๐ถ๐ป๐ด ๐ฒ๐
๐ฝ๐น๐ผ๐๐ถ๐๐ฒ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ ๐ด๐ฟ๐ผ๐๐๐ต & ๐๐๐ฟ๐ฒ๐ฎ๐บ๐น๐ถ๐ป๐ถ๐ป๐ด ๐ผ๐ฝ๐ฒ๐ฟ๐ฎ๐๐ถ๐ผ๐ป๐I thrive in situations where I can connect our clients with services that assist them in daily operations. During my tenure at Scotiabank, I was part of the team that developed the corporate / institutional banking transaction banking portfolio from scratch that accounted for significant annuity revenue over the next decade. Following the companyโs merger with Oriental Bank, I again spurred success by transitioning 75% of the companyโs corporate and institutional customers to a new platform. Additionally, I was instrumental in enhancing customer service by guiding consolidation of 3 distinct support functions. These changes ultimately shortened processing cycles, minimized errors, and strengthened team performance.๐๐๐ถ๐น๐ฑ๐ถ๐ป๐ด ๐ฟ๐ฒ๐น๐ฎ๐๐ถ๐ผ๐ป๐๐ต๐ถ๐ฝ๐ ๐๐ผ ๐ฐ๐น๐ผ๐๐ฒ ๐ป๐ฒ๐ ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ A skilled & bilingual communicator, I strive to meet evolving needs of our clients while seeking out opportunities to pursue new business across diverse geographies and cultures. Iโve secured business by conducting in-depth evaluations of potential clientsโ company needs and leveraging this detail to creating robust marketing materials to clearly demonstrate the value our services provide. By developing templates for internal staff, Iโve enabled teams to inject personalized messaging addressing unique customer needs and challenges, leading to increased business. Iโve been fortunate to expand my own knowledge as Iโve worked with clients engaged in a wide range of industries, including Retail, Telecomm, Healthcare, and the Public Sector. In addition to my extensive professional experience, I hold an MBA from the University of Puerto Rico, a bachelorโs degree from Brown University, and have completed a PMP course.๐ฆ๐ฝ๐ฒ๐ฐ๐ถ๐ฎ๐น๐๐ถ๐ฒ๐Operations | Project Management | Leadership | Business Development | Strategic Planning B2B | Relationship Building | Customer Service | Operational Efficiency egeoras[at]gmail[dot]com
Listed skills include Leadership, Team Building, Sales Strategy, Banking, and 26 others.
