Víctor Trilles Altava
Barcelona
Summary
Accomplished Banking Advisor with a proven track record at CaixaBank, enhancing client satisfaction and branch sales through expert financial advising and wealth management. Skilled in banking software and client relations, I excel in fostering profitable customer relationships and driving financial success. Achieved significant client base growth by leveraging investment strategies and personalized service.
Overview
12
12
years of professional experience
Work History
Banking Advisor
CaixaBank
Barcelona
09.2014 - Current
- Extended and sustained relationships with customers to maintain and grow business.
- Increased client satisfaction by providing personalized banking solutions and financial advice.
- Educated customers on digital banking platforms, encouraging adoption of online services for convenience and efficiency benefits.
- Strengthened customer relationships through timely follow-ups and proactive communication.
- Worked with customers to procure updated financial information on continuous basis.
- Improved branch sales performance by cross-selling various banking products and services.
- Coordinated with various divisions and departments in servicing of routine banking transactions.
Salesperson
Disbesa
Castellon
03.2014 - 06.2014
- Worked to build relationships with customers and built potential for additional sales.
- Developed relationships with clients for increased loyalty and repeat business.
- Boosted sales by consistently engaging with customers and addressing their needs effectively.
- Collaborated with team members to reach collective sales goals, fostering a supportive work environment.
- Provided exceptional customer service, resulting in numerous positive reviews and referrals.
Real Estate Sales Associate
First Days Propert
London
01.2013 - 09.2013
- Developed strong relationships with clients by providing exceptional customer service and timely communication.
- Conducted open houses to showcase properties, generating interest and attracting potential buyers.
- Streamlined the closing process by coordinating inspections, appraisals, title work, and other necessary documentation in a timely manner.
- Communicated with clients to understand property needs and preferences.
- Managed multiple transactions simultaneously with attention to detail and organization, meeting all deadlines consistently.
- Negotiated favorable contract terms for clients, resulting in successful closings and increased client satisfaction.
Education
Master Of Accountancy - Accounting And Finance
Universitat Pompeu Fabra BSM
Barcelona 09.2016
Bachelor Of Business Administration - Business Administration And Management
University Jaume I of Castellon De La Plana
09.2012
Skills
- Business Prospecting
- Banking Software Proficiency
- Portfolio Management
- Loan Processing
- Profitability analysis
- Financial Planning
- Investment strategies
- Credit risk evaluation
- Investment banking services
- Financial Services
- Insurance sales
- Banking
- Client Relations
- Loans
- Investment advice
- Retirement planning
- Financial Advising
- Wealth Management
Languages
Spanish
Bilingual or Proficient (C2)
Catalan
Bilingual or Proficient (C2)
English
Advanced (C1)
Italian
Elementary (A2)
Timeline
Banking Advisor
CaixaBank
09.2014 - Current
Salesperson
Disbesa
03.2014 - 06.2014
Real Estate Sales Associate
First Days Propert
01.2013 - 09.2013
Master Of Accountancy - Accounting And Finance
Universitat Pompeu Fabra BSM
Bachelor Of Business Administration - Business Administration And Management
University Jaume I of Castellon De La Plana