David Macias Trujillano
Ceuta
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 14 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.
Overview
18
18
years of professional experience
Work History
Select & Professionals Relationship Manager II
BANCO SANTANDER SA
06.2021 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
Branch Deputy Director
BANCO SANTANDER SA
10.2019 - 06.2021
- Determined agenda, developed plans and oversaw implementation of programs and updates.
- Improved coordination and communications across organization to increase operational efficiency.
- Collaborated with Private Banking and Foreign bussines agencies to accomplish key objectives.
- Negotiated and administered vendor contracts in strict compliance with corporate policy and procedures.
- Fostered improved collection and use of client and industry data for strategic business decisions and reporting.
- Developed thought leadership around specific topics and emerging practice areas in support of budget, financial and operational goals.
- Created and updated records and files to maintain document compliance.
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Trained and mentored new employees on industry practices and business operations.
- Worked closely with management to provide effective assistance for specific aspects of business operations.
- Oversaw purchasing and organization of inventory.
- Tracked key business metrics and made recommendations for proactive adjustments to policies and procedures.
- Contributed to short- and long-term strategic planning and identified potential new markets, lines of business and funding opportunities.
EJECUTIVO COMERCIAL II
BANCO SANTANDER SA
04.2009 - 10.2019
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
- Logged call information and solutions provided into internal database.
- Forged and nurtured impactful relationships with customers to cultivate loyalty.
- Improved sales abilities and product knowledge on continuous basis to provide optimal service and achieve quotas.
- Used company troubleshooting resolution tree to evaluate technical problems and find appropriate solutions.
- Reached out to customers after completed sales to suggest additional service or product purchases.
- Leveraged sales expertise to promote products and capitalize on upsell opportunities.
- Collaborated with cross-functional teams to develop and implement market research strategies.
- Managed campaigns for various clients that consistently exceeded sales goals.
RESPONSABLE OFICINA
FINANCE LOAN & MORTGAGE SL
02.2006 - 04.2009
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Proved successful working within tight deadlines and a fast-paced environment.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Paid attention to detail while completing assignments.
- Identified issues, analyzed information and provided solutions to problems.
Education
Degree in Administration And Business Management - Business Administration And Management
UNIVERSIDAD DE MALAGA
Málaga, España09.2004
MIFID II - Banking And Financial Support Services
Universidad De Cantabria
Santander, España09.2018
Certificación Venta De Seguros - Banking And Financial Support Services
ESCUELA DE NEGOCIOS
Santander, España04.2009
Skills
- Asset Allocation
- Critical Thinking
- Risk Management
- Financial Advising
- Time Management
- Verbal and Written Communication
- Product Knowledge
- Team Leadership
- Sales Expertise
- Regulatory Compliance
- Solution Development
- Customer Relationship Management
- CRM Tracking
- Financial Services
Accomplishments
- Empresa: BANCO SANTANDER SA
- Teléfono: 956512600
- Fecha: 01 Junio 2021- Actualidad
- Puesto Desempeñado: GERENTE SELECT II
- Actividades: Seleccion clientes potenciales cartera oficina Gestión inversiones patrimoniales clientes cartera y oficina Información y venta productos financieros Nps clientes cartera Reporting producciones y gestiones realizadas Captación recursos Incremento margen de la cartera Negocio Internacional
- Teléfono: 956512600
- Fecha: 07 Noviembre 2020-01 Junio 2021
- Puesto Desempeñado: EJECUTIVO COMERCIAL II
- Actividades: Captación clientes particulares y autónomos Captacion Recursos cliente minorista Venta e información de productos financieros y seguros entidad Report producciones y rentabilidad clientes Operativa interna
- Teléfono: 956515340
- Fecha: 01 Noviembre 2019- 07 Noviembre 2020
- Puesto Desempeñado: DIRECTOR ADJUNTO
- Actividades: Gestión personal
- Control documentación y auditoria
- Negocio internacional
- Gestión precios y condiciones cliente
- Teléfono: 956 512600
- Fecha: 20 ABRIL 2009-31 OCTUBRE 2019
- Puesto Desempeñado: EJECUTIVO COMERCIAL II
- Actividades: Gestión de operativa interna oficina Captación y gestión carteras de clientes Venta e información de productos financieros tanto de pasivo como de activo Report producciones y rentabilidad de clientes y operaciones
- Empresa: FINANCE LOAN & MORTGAGE SL (SERVICIOS FINANCIEROS)
- Fecha: Febrero 2006-Abril 2009
- Puesto Desempeñado: Responsable de la oficina y Analista
- Actividades: Análisis económico-financiero de particulares y empresas Situación de endeudamiento clientes Preparación de informes de las operaciones financieras Diseño y elaboración de planes de trabajo de la oficina Relaciones Públicas de la empresa
- Empresa: DUARTE & GARCIA SL CORREDURIA DE SEGUROS
- Fecha: Junio 2005- Septiembre 2005
- Puesto Desempeñado: Asesor administrativo- comercial
- Actividades: Tareas administrativas y comerciales de la correduría de seguros: altas pólizas, siniestros, clientes, actualización sistema base de datos y captación de clientes
- PREPARACIÓN ACADÉMICA
- Educación Universitaria: Licenciado Administración y Dirección de Empresas
- Certificación Asesoramiento e información de Servicios Financieros
- Certificación LCCI
- CURSOS RECIBIDOS:
- Código General de conducta y Corporate Defense
- Gestión de Riesgo operacional
- Seguros de Protección y mediación de seguros
- Comercio exterior y mercado de divisas
- Protección de datos
- Curso Seguridad Oficina
- IDIOMAS: Inglés Nivel intermedio
- Otros Datos:
- Vehículo propio, disponibilidad Geográfica.
Hobbies
Me encanta el deporte, he practicado casi cualquier deporte de equipo, incluso fui entrenador de futbol femenino. Me encanta viajar, disfrutar del tiempo con mi familia, Aun a mi edad, me gustan los videojuegos, aun tengo un poco de alma de Peter Pan,
Additional Information
Tengo una discapacidad reconocida del 34 %
Languages
español
Bilingual or Proficient (C2)
inglés
Intermediate (B1)
Timeline
Select & Professionals Relationship Manager II
BANCO SANTANDER SA
06.2021 - Current
Branch Deputy Director
BANCO SANTANDER SA
10.2019 - 06.2021
EJECUTIVO COMERCIAL II
BANCO SANTANDER SA
04.2009 - 10.2019
RESPONSABLE OFICINA
FINANCE LOAN & MORTGAGE SL
02.2006 - 04.2009
Degree in Administration And Business Management - Business Administration And Management
UNIVERSIDAD DE MALAGA
MIFID II - Banking And Financial Support Services
Universidad De Cantabria
Certificación Venta De Seguros - Banking And Financial Support Services
ESCUELA DE NEGOCIOS
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