Roxana Correia Email & Phone Number

Madrid, Es

Madrid, Community Of Madrid, Spain

Junior Private Banking Administrative Assistant with a strong foundation in managing client accounts, facilitating transactions, and supporting relationship managers. I excel in a fast-paced, client-centered environment, ensuring smooth and efficient operations within the private banking sector. My primary responsibilities include:- Account Management: Opening and maintaining high-net-worth client accounts, conducting compliance checks, and ensuring data accuracy across internal platforms.- Client Support: Assisting clients with inquiries related to their accounts, handling sensitive financial information with confidentiality, and coordinating with relationship managers to address specific client needs.- Transaction Processing: Executing client requests such as fund transfers, deposits, and withdrawals, while adhering to banking policies and regulatory standards.- Documentation and Reporting: Preparing and managing documentation required for transactions, compliance, and client onboarding; generating monthly reports on account performance.- Operational Coordination: Streamlining communication between departments, maintaining accurate records, and supporting the team in day-to-day administrative tasks.Skilled in banking software, client communication, and financial analysis, I aim to contribute to client satisfaction and operational efficiency in the private banking sector.

Espinho, Aveiro, Portugal

Responsible for 17 employees, strategic planning of work schedules and shifts. Time management and operational management of team assignments and salary compensation.Team motivation, conflict management, and handling extraordinary situations. Analysis of attendance at events, average ticket, quantitative and qualitative studies of customer satisfaction, and trend analysis. Customer retention and acquisition strategies. Brand communication and engagement strategies. Organization, protocol, and check-in at corporate events and galas. Communication, persuasion, and negotiation skills. Recruitment, personnel selection, hiring, and staff training processes. Budget control and management of senior management's agenda.Attention and quality service to the public.

Espinho, Aveiro, Portugal

Customer-focused attention and service.Stock management, replacement, and inventory. Protocol for special events.Communication and teamwork skills.Multitasking skills.

Caracas, Venezuela

Coordination and planning of family, social and corporate events.CRM, customer orientation, and negotiation skills.Development of strategic alliances.Budget control, proposal analysis, and creative project development; as well as execution, supervision, and results analysis.Stock and warehouse management, and inventory control.Knowledge of trends and negotiation skills. Customer retention and acquisition strategies.

Caracas, Venezuela

Contract management, relationship building, and negotiation for over 20 customer accounts in the construction materials industry.Customer Relationship Management and engagement strategy.Budgeting and distribution planning.Merchandising, branding, and other marketing initiatives.Participation in construction-related fairs.

Licenciatura Em Marketing E Publicidade, Sales And Marketing Operations/Marketing And Distribution Teacher Education, 17

Activities and Societies: Erasmus Buddies: welcoming and accompanying Erasmus students in Portugal at ISCET and in the city of Porto..

Curso Técnico Integrado, Eventos, Relações Públicas E Marketing

Engineer'S Degree, Producción

Course not completed.