Mª Eugenia Delso Baig

• Self-motivated, with a strong sense of personal responsibility.
• Worked effectively in fast-paced environments.
• Skilled at working independently and collaboratively in a team environment.
• Proven ability to learn quickly and adapt to new situations.

Mi labor principal en esta empresa era analizar los datos económicos de los clientes para la concesión de préstamos al consumo

• Presto servicio en el departamento de Atención al Cliente de Bankia
• Doy soporte a los clientes particulares y empresas
• Entre mis funciones se encuentra informar sobre los diferentes productos financieros que tienen los clientes a su disposición
• Además realizo compra-venta de valores, fondos de inversión( nacionales e internacionales) etc…

• Como autónoma gestioné un patrimonio de aproximadamente 800.000 euros de diferentes clientes
• Mi labor era la captación de clientes, realizar estudios personalizados para gestionar tanto sus ahorros actuales como la planificación de su futuro
• Dándoles alternativas de ahorro-fiscal más interesantes en cada caso.

• Assisted customers in identifying financial goals and recommended tailored banking solutions that aligned with their objectives.
• Oversaw daily cash management functions, ensuring accuracy and security in all transactions conducted at the branch level.
• Consistently met and exceeded sales targets by utilizing effective selling techniques, fostering long-term relationships with clients, and providing exceptional service.
• Contributed to branch growth by identifying cross-selling opportunities and promoting suitable products to customers.
• Mentored junior staff members, improving their skillset and overall productivity within the team.
• Conducted regular audits of branch activities to ensure compliance with regulatory requirements and internal policies.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Monitored office workflow and administrative processes to keep operations running smoothly.