Simera Professional Key (SPK)

MERLY LIZETH C

Bolivia

Retail Banking Officer

$ 1,200/month

10+ yrs exp

Skills

  • Customer Service
  • Financial Analysis
  • Financial Management
  • Funnel Management
  • Risk Assessment

MERLY LIZETH C

Bolivia

Retail Banking Officer

$ 1,200 /month

10+ yrs exp

Skills

  • Customer Service
  • Financial Analysis
  • Financial Management
  • Funnel Management
  • Risk Assessment

Retail Banking Officer

Banco Fassil S.A.
September 2022 - May 2022

Analyzed and managed credit requests, monitored credit lines, and evaluated portfolio. Provided financial advice and managed credit contracts.

Financial Advisor

Go Invest S.R.L.
July 2022 - present

Responsible for internal accounting control, budget planning, financial strategies, and credit solutions for clients. Conducted training workshops and campaigns to promote financial services.

SME Banking Officer

Banco Bisa S.A.
August 2014 - February 2021

Assessed client needs, analyzed credit history, managed credit lines, and administered letters of credit. Evaluated and refinanced portfolios.

Senior Risk Analyst - SME Credits

Banco de Crédito de Bolivia S.A.
July 2010 - July 2014

Analyzed client information, assessed credit history, and prepared credit reports for approval. Authorized direct approvals for credits up to $100,000.

Service and Sales Executive

Banco de Crédito de Bolivia S.A.
February 2007 - June 2010

Prospected and retained clients, provided information on banking products, managed account openings, and promoted sales.

Service Promoter

Banco de Crédito de Bolivia S.A.
October 2006 - January 2007

Handled customer transactions, identified client needs, and promoted pre-approved consumer loans.

Cashier

Farmacorp S.A.
May 2006 - September 2006

Managed customer transactions and processed basic service payments.

Smart Scores

Communication
70
Role Fit
95
Adaptability
80
Problem-solving
70

Smart Skills

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