Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Erika Carolina Perez Pimentel

Philadelphia

Summary

Dynamic Business Banking Group Executive at Ademi Bank with expertise in loan structuring and a proven track record in enhancing operational efficiency. Adept at building strong client relationships and leading high-performing teams, I successfully implemented growth strategies that significantly increased revenue while fostering a culture of collaboration and continuous improvement.

Overview

1
1
Certification

Work History

Business Banking Group Executive

Ademi Bank
2001 - 2021
  • Assisted in evaluating customer financial needs and recommending appropriate banking products.
  • Supported account management by processing customer inquiries and ensuring timely responses.
  • Collaborated with team members to streamline onboarding processes for new business clients.
  • Learned compliance regulations and internal policies to maintain operational integrity within the banking group.
  • Participated in team meetings to discuss strategies for improving customer retention rates.
  • Leveraged data-driven insights to inform decision-making processes, enabling more informed strategic planning efforts within the group executive team.
  • Fostered strong relationships with clients through effective communication and proactive problem-solving efforts.
  • Championed internal process improvements that led to reduced bottlenecks, improved productivity, and higher employee satisfaction levels.
  • Served as a trusted advisor to clients on matters related to financial planning, investment strategies, and overall business growth.
  • Provided expert guidance on regulatory compliance matters, minimizing risks associated with non-compliance penalties or reputational damage.
  • Conducted regular competitor analyses to identify potential opportunities for growth or improvement within the marketplace.
  • Managed a high performing team of relationship managers, consistently exceeding set targets in client acquisition and retention rates.
  • Contributed significantly to new product development, catering to evolving market demands and diversifying the bank''s offerings.
  • Optimized risk management practices by conducting thorough assessments and implementing robust controls.
  • Collaborated with cross-functional teams to drive optimal performance and achieve shared goals within the Business Banking Group.
  • Established successful collaboration channels between various departments inside the organization for seamless execution of business objectives.
  • Improved client satisfaction by implementing personalized banking solutions tailored to individual business needs.
  • Developed and executed growth strategies for expanding the bank''s portfolio, resulting in increased revenue generation.
  • Spearheaded initiatives to streamline loan approval processes, enhancing efficiency and expediting turnaround times.
  • Launched targeted marketing campaigns designed to attract new business clientele, boosting overall brand awareness.
  • Led staff training programs, elevating employee skill sets and promoting a culture of continuous learning.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Bank Cashier

Ademi Bank
2001 - 2006
  • Assisted in evaluating customer financial needs and recommending appropriate banking products.
  • Supported account management by processing customer inquiries and ensuring timely responses.
  • Collaborated with team members to streamline onboarding processes for new business clients.
  • Learned compliance regulations and internal policies to maintain operational integrity within the banking group.
  • Participated in team meetings to discuss strategies for improving customer retention rates.
  • Leveraged data-driven insights to inform decision-making processes, enabling more informed strategic planning efforts within the group executive team.
  • Fostered strong relationships with clients through effective communication and proactive problem-solving efforts.
  • Championed internal process improvements that led to reduced bottlenecks, improved productivity, and higher employee satisfaction levels.
  • Served as a trusted advisor to clients on matters related to financial planning, investment strategies, and overall business growth.
  • Provided expert guidance on regulatory compliance matters, minimizing risks associated with non-compliance penalties or reputational damage.
  • Conducted regular competitor analyses to identify potential opportunities for growth or improvement within the marketplace.
  • Managed a high performing team of relationship managers, consistently exceeding set targets in client acquisition and retention rates.
  • Contributed significantly to new product development, catering to evolving market demands and diversifying the bank''s offerings.
  • Optimized risk management practices by conducting thorough assessments and implementing robust controls.
  • Collaborated with cross-functional teams to drive optimal performance and achieve shared goals within the Business Banking Group.
  • Established successful collaboration channels between various departments inside the organization for seamless execution of business objectives.
  • Improved client satisfaction by implementing personalized banking solutions tailored to individual business needs.
  • Developed and executed growth strategies for expanding the bank''s portfolio, resulting in increased revenue generation.
  • Spearheaded initiatives to streamline loan approval processes, enhancing efficiency and expediting turnaround times.
  • Launched targeted marketing campaigns designed to attract new business clientele, boosting overall brand awareness.
  • Led staff training programs, elevating employee skill sets and promoting a culture of continuous learning.
  • Developed strategic plans for day-to-day financial operations.
  • Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Customer Service Representative

Ademi Bank
2001 - 2005
  • Resolved customer inquiries efficiently through various communication channels, enhancing overall satisfaction.
  • Managed account updates and banking transactions accurately, ensuring data integrity.
  • Assisted customers with product information, guiding them toward suitable solutions.
  • Collaborated with team members to streamline service processes, improving response times.
  • Trained new staff on customer service protocols and systems, fostering a knowledgeable team environment.
  • Monitored service quality and provided feedback for continuous improvement initiatives.
  • Adapted to changing policies and procedures, maintaining high levels of service delivery during transitions.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Developed strong product knowledge to provide informed recommendations based on individual customer needs.
  • Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Assisted customers in navigating company website and placing online orders, improving overall user experience.
  • Collaborated with team members to develop best practices for consistent customer service delivery.
  • Contributed to sales growth by upselling products and services based on individual customer requirements.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Negotiated solutions with dissatisfied customers, turning potential negative reviews into positive testimonials.
  • Fostered positive customer service culture within team which led to higher customer satisfaction rates.
  • Addressed customer inquiries to ensure satisfaction and foster positive service experience.
  • Collaborated with product team to communicate customer feedback, resulting in product enhancements.
  • Maintained detailed records of customer interactions and transactions, ensuring accurate documentation and follow-up.
  • Developed feedback system for customers to share their service experience, leading to actionable improvements.
  • Updated company's FAQ section to include answers to common customer questions, reducing inquiry volume.
  • Participated in training programs to enhance product knowledge and customer service skills.
  • Resolved escalated customer issues, restoring confidence in company's commitment to service excellence.
  • Participated in cross-functional teams to discuss ways to improve overall customer satisfaction across company.
  • Customized support strategies for high-priority clients to ensure their specific needs were met.
  • Conducted training sessions for new hires, ensuring consistent level of service across team.
  • Trained new Customer Service Representatives on company policies, procedures, and best practices.
  • Enhanced customer loyalty by offering personalized solutions tailored to individual needs.
  • Coordinated with logistics department to expedite shipping for urgent customer orders.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Delivered prompt service to prioritize customer needs.
  • Responded to customer requests, offering excellent support and tailored recommendations to address needs.
  • Maintained up-to-date knowledge of product and service changes.

Education

High School Diploma -

Utesa
Dominican Repúblic

Skills

  • Loan structuring
  • Operational efficiency
  • Portfolio management
  • Cash flow forecasting
  • Budgeting expertise
  • Credit assessment
  • Deal structuring
  • Credit risk analysis
  • Banking operations
  • Willing to learn
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Critical thinking
  • Organizational skills
  • Team collaboration
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Decision-making
  • Team building leadership
  • Planning and coordination
  • Relationship building
  • Relationship building and management

Certification

  • Certification in passive products
  • Marketing and business
  • Sales techniques
  • Service orientation

Languages

Spanish
Full Professional

Timeline

Business Banking Group Executive

Ademi Bank
2001 - 2021

Bank Cashier

Ademi Bank
2001 - 2006

Customer Service Representative

Ademi Bank
2001 - 2005

High School Diploma -

Utesa

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Erika Carolina Perez Pimentel