- Led a project of financial advisory for the SME’s segment, from conception to execution, that brought an increase of income and have had an impact on 4,000 clients till now. - Implemented a new business model for the prioritization of the clients that must be visited for the sales executives, resulting in the elimination of one process that took 4 hours per month of work of the executives.- Developed an application to register the contacts with clients that the sales area makes. It… Show more - Led a project of financial advisory for the SME’s segment, from conception to execution, that brought an increase of income and have had an impact on 4,000 clients till now. - Implemented a new business model for the prioritization of the clients that must be visited for the sales executives, resulting in the elimination of one process that took 4 hours per month of work of the executives.- Developed an application to register the contacts with clients that the sales area makes. It reduces the time of registration by 60% and facilitates making monitoring dashboards.- Supported the projects of the other members of the team. Show less

- Designed a tool that allows clients to make simulations about financial decisions in their business, it has been proved with 5,000 medium enterprises generating 88% T2B rate of satisfaction.- Defined drivers to calculate the potential income for the bank with checking accounts of the clients of the segment, as a result we have USD 4.7 million of monthly potential cash-in.- Realized a Business Case for the valuation of an advisory project that will generate incomes for about USD 2.6… Show more - Designed a tool that allows clients to make simulations about financial decisions in their business, it has been proved with 5,000 medium enterprises generating 88% T2B rate of satisfaction.- Defined drivers to calculate the potential income for the bank with checking accounts of the clients of the segment, as a result we have USD 4.7 million of monthly potential cash-in.- Realized a Business Case for the valuation of an advisory project that will generate incomes for about USD 2.6 million per year. Show less

- In charge of a portfolio of about 80 clients with revenues from USD 2MM to USD 10.5MM.- Participated in a project for outstanding workers that had the objective of boosting the revenues of specific products in the bank, we developed different campaigns to accomplish that objective.- Responsible for the market-share increase of the assigned portfolio, resulting in more than 115% goal fulfillment.- Guaranteed client relationships by providing proactive financial advice and banking… Show more - In charge of a portfolio of about 80 clients with revenues from USD 2MM to USD 10.5MM.- Participated in a project for outstanding workers that had the objective of boosting the revenues of specific products in the bank, we developed different campaigns to accomplish that objective.- Responsible for the market-share increase of the assigned portfolio, resulting in more than 115% goal fulfillment.- Guaranteed client relationships by providing proactive financial advice and banking solutions, as a result, my portfolio had a 88% T2B on satisfaction surveys.- Elaborated and supported business proposals to accomplish the risk area approval of loans for clients. Show less