Responsibilities: - Advise clients on investment and credit matters in accordance with the current portfolio. - Apply the credit and risk policies defined by the organization for customer profiling and knowledge. Achievements: - Met 90% of the productivity required by the office in the first quarter of joining the organization. - Build loyalty among 85% of premium banking customers to maintain resources in the bank. - Manage 100% of clients

Responsibilities: - Manage information from databases related to risks of natural and legal persons supported by the R Studio tool to carry out the verification and effective application of policies, collaborating with internal areas in the collection of data and ensuring regulatory compliance in the prevention of financial risks and money laundering (LAFT). - Prepare detailed financial reports for the vice presidencies, integrating KPIs that reflect the control of

Responsibilities: - Replace assistant managers in multiple offices, efficiently managing personnel, cash management, accounting balances, accounting of securities, vault and disbursements of daily credit operations. - Offer expert advice to clients on consumer and investment credit, ensuring compliance with monthly goals and maintaining high quality standards in service. Achievements: - I reduced weekly PQRS by 15% and streamlined the disbursement process by 5%.