Raquel S. Salas Rodriguez
Caguas
Summary
Professional in banking with experience in Mass Affluent customers management and financial solutions. Extensive experience in delivering personalized banking solutions, enhancing customer satisfaction and loyalty. Leveraged excellent communication and teamwork skills to surpass sales objectives and grow customers portfolios.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Premium Banker
Banco Popular
09.2011 - Current
- Conduct personalized financial orientations to Mass Affluent customers overall financial health and recommend suitable products and services.
- Responsible for cross selling initiatives to grow and deepen customers relationships, achieving sales objectives to promote relevant banking products.
- Strengthen customers relationships through exceptional customer service, addressing concerns promptly and professionally to ensure customers satisfaction.
- Strengthen customers relationships by organizing financial planning workshops, leading to increase loyalty and account retention.
- Serve as a liaison with all Popular units.
- Maintain customers data, financial orientations, opportunities and sales up to date in Salesforce system.
- Self monitoring of sales performance.
- Contribute significantly towards achieving organizational objectives through effective teamwork and collaboration.
Bank Consultant
Banco Popular
12.2007 - 08.2011
- Increased branch sales revenue by implementing targeted marketing strategies and cultivating strong customers relationships.
- Increased portfolio growth by identifying cross-selling opportunities and promoting relevant banking products.
- Developed strong referral networks with internal partners, resulting in increased business opportunities for the branch.
- Delivered exceptional customer service that consistently exceeded customer expectations by understanding individual needs.
Bank Consultant
Citibank
01.2003 - 12.2007
- Increased customers satisfaction by providing tailored financial advice and personalized banking solutions.
- Collaborated with team members to consistently meet or exceed branch sales objectives.
- Managed high-value accounts, ensuring personalized service that resulted in maintained balances and satisfied customers.
- Provided exceptional customer service by promptly addressing concerns and resolving issues.
Customer Care Representative
Universal Insurance Company
06.1996 - 12.2002
- Responded to customer insurance needs through exceptional customer service and prompt problem solving.
- Maintained a high level of product knowledge to provide accurate information and support to customers.
- Contributed to team success, consistently achieving call center performance metrics.
- Met customer call guidelines for service levels, handle time and productivity.
- Identified opportunities for upselling or cross-selling products during interactions, increasing revenue generation potential.
Education
MBA - Human Resources
Universidad Ana G. Mendez
Rio Piedras, PR 05-2006
BBA - Marketing
Universidad De Puerto Rico
Rio Piedras, PR 05-1999
Skills
- Goal oriented
- Sales oriented
- Teamwork and collaboration
- Time management
- Multitasking Abilities
- Excellent communication
- Client relationship management
- Fully Bilingual
Accomplishments
Premium Banker All Star 2013
Premium Banker All Star 2020
Certification
Financial Paraplanner Qualified Professional℠ FPQP®
Chartered Retirement Planning Counselor℠ CRPC®
Life Insurance License
Miscellaneous Insurance License
Disability Insurance License
Variable Annuity Life Insurance License
Serie 6 License
Timeline
Premium Banker
Banco Popular
09.2011 - Current
Bank Consultant
Banco Popular
12.2007 - 08.2011
Bank Consultant
Citibank
01.2003 - 12.2007
Customer Care Representative
Universal Insurance Company
06.1996 - 12.2002
MBA - Human Resources
Universidad Ana G. Mendez
BBA - Marketing
Universidad De Puerto Rico
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