Financial institution that provides foreign exchange services to companies and individuals in Mexico.
• Hosted calls with potential clients to increase and discuss their previous or current portfolio trading activity.
• Supported and helped clients in their day-to-day banking needs, such as account balances, contracts, and legal documentation, opening of new investment accounts, and foreign currency transactions. Also supported in Preparation of customized reports upon clients request.
• Negotiated contracts and participation agreements increasing the bank´s client portfolio.
• Managed to close payroll and insurance contracts with several companies