Laura Echavarria Montoya
Randwick,NSW
Summary
Accomplished Commercial Executive and Financial Advisor with a proven track record of exceeding sales quotas and achieving financial targets at Itau Bank and Scotiabank Canada Colpatria. Expert in customer portfolio management and adept at fostering client relations, I leverage negotiation expertise and adaptability to drive business growth and client satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Results-oriented Commercial Sales Manager with 4 years of experience in sales management field. Skilled at identifying, driving and supporting continuous improvement projects and providing exemplary customer service. Talented at developing and enhancing existing customer relationships. Comfortable working without direction or guidance from others.
Overview
4
4
years of professional experience
Work History
Commercial Executive
Itau Bank
11.2020 - 07.2021
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Responsible for servicing existing portfolio of Itaú Bank’s clients, including providing strategic advice and promotion and sale of existing products and services.
- This role also included the analysis and financial management of clients and users of the bank, and financial portfolio recovery. I was employed at Itaú Bank until May 2018 when I left Colombia to move to Australia. I then re-joined Itau Bank when I returned to Colombia, and stayed there until July 2021 when my husband and I made the decision to return to Australia.
Commercial Executive
Itau Bank
05.2017 - 05.2018
- Constructed business case models and identified credible value-based calculations.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Directed sales support staff in administrative tasks to help sales reps close deals.
- Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
- Responsible for servicing existing portfolio of Itaú Bank’s clients, including providing strategic advice and promotion and sale of existing products and services. This role also included the analysis and financial management of clients and users of the bank, and financial portfolio recovery.
- Demonstrated products to show potential customers benefits and advantages and encourage purchases.
Financial Advisor
Scotiabank Canada Colpatria
03.2016 - 04.2017
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Facilitated presentation and recommendation of services by optimizing client relationships.
- Assisted clients with estate planning to organize distribution of assets based on client wishes.
- Helped clients make informed decisions about financial future.
- Presented financial plans and investment recommendations to clients.
- Educated clients on financial topics and best practices.
- Responsible for achieving team and company objectives with high financial targets. The role also included managing customer loyalty with exceptional financial offers and responsibility for the bank's portfolio recovery.
Human Resources Assistant
Agrarian Bank
01.2015 - 12.2015
- Screened applicant resumes and coordinated both phone and in-person interviews.
- Organized new employee orientation schedules for new hires.
- Delivered friendly assistance with new hires throughout interviewing and hiring process.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Coordinated itineraries and scheduled appointments for human resources staff.
- Responded to employee inquiries regarding benefits and other HR topics.
- Responsible for assisting with recruitment activities such as interviewing, testing and reference checks, travel logistics concerning employee travel, work site coordination, administration and reporting and other duties as required.
This role also involved providing payroll assistance.
Education
Diploma in Project Management - Project Management
Greenwich College
Sydney, Australia12.2020
Certificate IV in Project Management Practice - Project Management
Greenwich College
Sydney, Australia03.2020
BBA - Business Administration
Luis Amigó Catholic University
Colombia12.2015
Sales Clinic Course – Role-playing - Selling Skills And Sales Operations
International School of Business Management And Le
Colombia11.2015
Business Insurance Course - Business
Medellin University
Colombia11.2015
Diploma in Marketing For International Business - Marketing
ULA University
Venezuela06.2015
Skills
- Operations Management
- Negotiation expertise
- Customer Service
- Contract Management
- Customer Portfolio Management
- Event Management
- People and team player
- Adaptability
- Excellent Communication
- Teamwork and Collaboration
- Solution selling
- Professionalism
- Customer Complaint Resolution
- Team Collaboration
- Client Relations
- Task Prioritization
- Goal Setting
- Training development
- Business development and planning
Timeline
Commercial Executive
Itau Bank
11.2020 - 07.2021
Commercial Executive
Itau Bank
05.2017 - 05.2018
Financial Advisor
Scotiabank Canada Colpatria
03.2016 - 04.2017
Human Resources Assistant
Agrarian Bank
01.2015 - 12.2015
Diploma in Project Management - Project Management
Greenwich College
Certificate IV in Project Management Practice - Project Management
Greenwich College
BBA - Business Administration
Luis Amigó Catholic University
Sales Clinic Course – Role-playing - Selling Skills And Sales Operations
International School of Business Management And Le
Business Insurance Course - Business
Medellin University
Diploma in Marketing For International Business - Marketing
ULA University
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