Andrea Pisos
Business Administration And Management
Panamá,Panama
Summary
Dynamic and results-oriented professional skilled in managing billing cycles, collections, and client relations. Adept at achieving high customer satisfaction while performing under pressure. My experience in private banking, executive assistance, and commercial relationship management has strengthened my time management, organizational, and communication skills-making me a dependable asset for remote work. Outgoing and approachable, I excel at multitasking, problem-solving, and delivering clear, effective communication.
Overview
2025
2025
years of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Private Banker
Deltec Bank
02.2021 - 05.2024
- Company Overview: Deltec Bank, Bahamas (Remote)
- Acted as a Business Introducer, connecting clients to the bank and generating new business opportunities.
- Conducted client profiling for individuals, businesses, and institutions.
- Managed due diligence processes in coordination with compliance teams to ensure regulatory adherence.
- Served as the main point of contact for clients, strengthening relationships and ensuring a positive banking experience.
- Deltec Bank, Bahamas (Remote)
Executive Assistant
Deltec Bank
- Company Overview: Deltec Bank, Bahamas
- Supported relationship managers and board-level executives in daily operations.
- Handled KYC documentation, client onboarding, meeting scheduling, and compliance coordination.
- Organized calendars, travel arrangements, and meetings with precision.
- Managed agendas, prepared presentations, and followed up on tasks and deadlines.
- Served as liaison between clients and departments, resolving issues and ensuring smooth communication.
- Assisted with personal tasks and managed small teams and responsibilities.
- Deltec Bank, Bahamas
Private Banker & Business Introducer
Private Investment Bank
02.2019 - 01.2021
- Company Overview: Private Investment Bank, Nassau, Bahamas (Remote)
- Provided private banking services and introduced new clients to the institution.
- Profiled clients and recommended tailored banking solutions.
- Performed due diligence and coordinated with compliance teams.
- Fostered long-term client relationships and managed complex commercial interactions.
- Private Investment Bank, Nassau, Bahamas (Remote)
Business Development / Entrepreneur
Freelance
03.2017 - 02.2019
- Company Overview: Online Personal Trainer
- Built a personal brand and managed client relationships across Latin America.
- Developed digital content and implemented marketing strategies for online fitness services.
- Online Personal Trainer
Finance Intern
Philips Panama
01.2016 - 11.2016
- Company Overview: Philips Panama (Domestic Appliances Division)
- Assisted the finance controller in operational budgeting and forecasting.
- Philips Panama (Domestic Appliances Division)
Customer Service and Broker Support Intern
Mercantil Bank
03.2015 - 01.2016
- Company Overview: Mercantil Bank, Panama
- Supported brokers in processing transactions and provided customer service.
- Mercantil Bank, Panama
Education
Bachelor's Degree - Business Administration and Management
Towson University
01.2011 - 08.2015
Skills
Collections
Client Satisfaction
Executive Support
Time Management
Communication
Resilience
Remote Work
Calendar & Travel Management
Document Handling
Client Advocacy
Follow-up & Coordination
Staff Management
Commercial Relationship Management
Microsoft Excel
Customer Service
Portfolio Recovery
Business Development
Banking Services
Compliance Coordination
Scheduling & Agendas
Document Management
Client Communication
Staff Supervision
Kiksy
CRM Tools
Insightly
Additional Information
True, False, Own transportation
Interests
Passionate about martial arts with lifelong practice. Black belt in Shotokan Karate, enthusiastic about Muay Thai, boxing, Tai Chi, and a fan of Brazilian Jiu-Jitsu competitions and other combat disciplines.
Timeline
Private Banker
Deltec Bank
02.2021 - 05.2024
Private Banker & Business Introducer
Private Investment Bank
02.2019 - 01.2021
Business Development / Entrepreneur
Freelance
03.2017 - 02.2019
Finance Intern
Philips Panama
01.2016 - 11.2016
Customer Service and Broker Support Intern
Mercantil Bank
03.2015 - 01.2016
Bachelor's Degree - Business Administration and Management
Towson University
01.2011 - 08.2015
Executive Assistant
Deltec Bank