John Frey Ospina

*Interviewed and hired talented individuals with
top-level strengths, improving organizational
talent, and skill set.
*Developed business model for Great Customer
Service experience as foundation for financial
success of business.
*Coach employees to Identified business
opportunities and established favorable
customers connections and business banking
solutions.
*Maintained scheduling for bank to keep shifts
appropriately staffed ready to always provide
great customer experience.
*Forecasted trends in service and products and
recommended improvements based on financial
analyses.

*Managed of P&L to assess the stability of the business revenue and identify patterns to appropriately allocate business resources to achieve metrics results.
*Complied with established internal controls and
policies. Completed filings and upheld strict
compliance with policies and procedures and
regulatory agencies and supervisors.
*Maintained confidentiality of bank records and
client information to prevent mishandling of data
and potential breaches.
*Assessed employee performance and developed
improvement plans.
*Established internal audit procedures to validate
and improve accuracy of financial reporting.
*Developed strategic daily huddles for day-to-day
financial operations.
*Conducted Business Partners meetings to review
results and to develop strategies to uncover new
business opportunities.

*Developed and implemented strategies to
increase customer base.

*Provide knowledge and financial expertise to clients in order to gain trust to meet their short and long term goals.
*Worked in tandem with financial planners and
wealth advisors to develop coherent and comprehensive retirement plan strategies for high-net-worth clients.
*Managed portfolio of high-net-worth clients,
ensuring their financial goals were met through
strategic investment planning
*Trained new hires on best sales practices
and product knowledge, increasing overall
team productivity
*Conducted comprehensive risk assessments for
potential clients to ensure suitability of products

based on individual needs and goals
*Implemented effective communication strategies
for presenting complex information to both colleagues and clients alike
*Collaborated closely with legal and compliance
teams to ensure regulatory compliance in all sales activities
under strict industry regulations and ethical
standards