Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Hi, I’m
FARK WILIAM SERPA ARROYO
INGLEBURN
Summary
Overview
15
years of professional experience
Work History
BBVA BANK
Financial Advisor
01.2010 - 02.2023
Job overview
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and grow firm.
- Negotiated loan terms and conditions with customers to secure best deal.
- Processed loan applications and monitored progress from start to finish.
- Monitored pipelines to track and log status of loans.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
FINANDINA BANK
Customer Service Sales Representative
11.2007 - 01.2010
Job overview
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Computed total costs and profit requirements for customer sales to provide accurate pricing.
- Informed customers of sales and promotions to build customer base, boost traffic and increase customer loyalty.
- Processed customer orders and inquiries via phone, email and, in-person communication to foster top-quality service delivery.
- Assisted with design and implementation of customer service policies to streamline and standardize procedures.
Education
JAVERIANA UNIVERSITYCALI - Colombia
No Degree from Selling Skills And Sales Operations
08.2017
University Overview
UNIREMINGTONMedellin - Colombia
Bachelor of Arts from MANAGEMENT
06.2007
University Overview
Skills
- Debt Management
- Financial Product Sales
- Customer Relationship Building
- Loan Applications
- Financial Planning
- Relationship Management
- Real Estate
- Sales Goals
Additional Information
Additional Information
Due to his commercial performance, he was chosen advisor of the month on more than 50 occasions in the last 12 years.
Chosen as Advisor of the year, on 5 occasions, in the Antioquia Section, for his commercial results, with an international incentive trip to Mexico, Spain, the United States, Turkey and the United Arab Emirates.
Chosen as the first BBVA AMBASSADOR for his commitment and personal values, representing South America, at the meeting with the president of BBVA in Madrid Spain in 2012.
Languages
Spanish
Native language
English
Intermediate
B1
Timeline
Financial Advisor
BBVA BANK
01.2010 - 02.2023
Customer Service Sales Representative
FINANDINA BANK
11.2007 - 01.2010
JAVERIANA UNIVERSITY
No Degree from Selling Skills And Sales Operations
UNIREMINGTON
Bachelor of Arts from MANAGEMENT
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