VP Relationship Manager
12-2010 - 12-2015 Vendite • Managed a book of 320 clients with over 28 million USD in deposits and investments
• Acquired new clients through own developed network with existing clients, internal contacts, Centers of Influence (COIs), and international organizations such as the World Bank and the IADB increasing my portfolio by 3% monthly
• Expert in International Compliance, Anti-Money Laundering (AML), and Banking Regulations (US and International). Held US financial licenses series 6, 63, and Life & Health
• Excelled in customer service satisfaction by engaging directly with our clients in different parts of the world and increasing clients’ satisfaction by 10% (customers survey)
• Analytical data-focused and pro-active referral of clients to our Wealth Management Team, Lending Departments including Credit Cards, Mortgage, and others HSBC Banks around the world
• Specialized in international transactions for embassy employees, and embassy top ranking officials referred as Special Category of Clients (SCC) and Political Exposed Persons (PEP)
• Responsible for strict budgets control and planning throughout the year
• Managed Peru, Argentina, Uruguay, Mexico, Spain, Italy, and Monaco Embassies’ Portfolio providing personalized banking services
• Experienced in a global cross-cultural transformation initiative at HSBC Bank USA, N.A. by implementing new international HSBC standard procedures and mentoring other colleagues.
Applied Spanish language and translation skills providing products and alternative solutions unique to Latino America.