Carolina Quintero Email & Phone Number

Brandon, MS, US

Jackson, Mississippi, United States

Jackson, Mississippi Area

Support role for the overall strategic mission of Wealth Management DepartmentPerform account maintenance including address change, update Fee Agreements and Statement of Investment Objectives (SIO)Liquidate the Model base on team adviseManaging assets of trust accounts base on teams’ advise, clients’ preference, and relevant statutory authorityProvide.

Jackson, Mississippi Area

Responded to routine customer and internal account inquiries, performing necessary research and following up in timely manner. Communicated with clients and internal trust officers regarding account opening, closing, and asset transfers. Maintained proper account documentation and files account related. Adhered to all internal and external regulatory.

Jackson, Mississippi Area

Dedicated team member supporting company objectives as quality customer service, loyalty and retention; clear and concise communication with professional and calm demeanor; able to diffuse difficult situations and provide solutions to customer's problems. Created and boosts revenue streams by selling products and services internationally.Track purchase.

Jackson, Mississippi Area

Provided administrative support to the Trust department, organize paperwork, and update client records.Opened and closed trust accounts, setup remittance, prepared proposals, and administered cash. Communicated with clients daily, maintained confidential information, and recorded details.Prepared written correspondence and reports and kept advertising.

Tegucigalpa, Honduras

CRT is part of one of the most solid and large groups of Banking in Central America as it is BAC Credomatic. CRT ( Credomatic Tourism Representation) added value to the BAC Credomatic network cards as American Express, Mastercard, Visa, JCB and Diners Club)Created and developed Anual Businees PlanDesigned different travel packages and promotions by.

Tegucigalpa, Honduras

Monitored performance of 35 sales representatives including team leaders and sales supervisors Reviewed, monitored and analyzed the results reported in the company score card Successfully implemented plans on customer retention and customer satisfaction Monitored and improved sales performance, employment satisfaction and business growth Tailored business.

Master Of Business Administration (M.B.A.), Marketing, Magna Cum Lauden

MBA with Marketing Concentration Graduated with honors and distinctions Magna Cum Lauden

Bachelor Of Business Administration (B.B.A.), Business Administration And Management, General