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Melva G.

@meggonzales28

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5.0
5
3.3
3.3
100%

Proposal Manager/Senior Treasury/EA/Sales/CSR

$18 USD / Hour
Flag of
Philippines (4:30 AM)
Joined on July 4, 2024
$18 USD / Hour
Experienced Account Manager, Senior Treasury Associate, and Sales & Customer Service Specialist With extensive experience in account management, senior treasury operations, sales, and customer service, I bring a robust skill set to the table. My career spans multiple industries, including finance, real estate, and sales, where I have consistently delivered exceptional results. I am dedicated to providing top-tier service and creating value for clients through meticulous attention to detail, strategic thinking, and effective communication. Professional Experience Account Manager - Managed client portfolios, ensuring satisfaction and retention through regular communication and tailored solutions. - Analyzed client needs to offer bespoke products and services, enhancing client relationships and increasing revenue. - Coordinated with internal teams to streamline processes and deliver outstanding customer experiences. Senior Treasury Associate - Handled high-level treasury functions, including cash flow management, investment strategies, and risk assessment. - Developed and implemented policies and procedures to optimize financial operations and compliance. - Collaborated with finance teams to prepare and analyze financial statements, ensuring accuracy and regulatory adherence. Sales and Customer Service Specialist - Excelled in cold calling and direct sales, generating leads and converting prospects into loyal clients. - Provided exceptional customer service, resolving inquiries and issues promptly to maintain high client satisfaction. - Utilized CRM systems to track sales activities, analyze data, and improve sales strategies. Key Skills: - Account Management - Treasury Operations - Sales and Lead Generation - Customer Service Excellence - Financial Analysis and Reporting - Process Improvement - Strategic Planning - Communication and Negotiation - CRM and Data Management Professional Attributes: - Strong analytical and problem-solving skills - Excellent organizational and time management abilities - Proactive and self-motivated with a results-oriented mindset - Adaptable to diverse environments and challenges - Proven ability to work collaboratively in team settings Contact Information: - Email: [login to view URL] Testimonials: "Working with Meg has been a game-changer for our business. Their expertise and dedication are unparalleled." - Virtual Assistant for Accounting & Tax Firm "A true professional who goes above and beyond to ensure client satisfaction."-Cryptocurrency taxes - Conform Poloniex CSV to the Coinbase CSV format "Meg is very eager to work and easily accessible." Data Entry Operator for Fashion Industry Data I look forward to bringing my extensive experience and passion for excellence to new opportunities as a freelancer. Let's connect and explore how I can contribute to your success.
Verifications
On time
100%
On budget
100%
Accept rate
100%

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5.0 · 5 Reviews
Reviews
E
Great work, communication and attention to details
Jonathan S.
@Ez3global
Flag of
Montgomery Village, United States
3 months ago
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Melva consistently demonstrates excellent time management, dedication, and professionalism. She quickly adapts to new processes and follows instructions precisely. Her positive attitude and reliability make her an asset. Highly recommend her for roles requiring commitment and attention to detail.
Amin O.
@mrordikhani
Flag of
London, United Kingdom
6 months ago
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Working with Melva G. was a pleasure. She demonstrated exceptional skills as a trading analyst, quickly grasping complex concepts and consistently delivering high-quality work. Melva is a fast learner with a pleasant demeanor, strong communication skills, and a self-motivated approach. Her dedication to continuous learning makes her a valuable asset. We highly recommend Melva and look forward to collaborating with her on future projects.
James J.
@jwolfdog
Flag of
Makati, Philippines
6 months ago
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Meg is a superstar! She can do any admin task from sales calls to accounting. We'll certainly be working with her again in future.
Jon V.
@theitguys
Flag of
Buddina, Australia
6 months ago
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"Kind person, understand everything and know how to the the best job, one of the best =) Highly recommended"
Mariam T.
@AMariamo
Flag of
Tkibuli, Georgia
7 months ago
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Experience
Senior Treasury Associate
Aug, 2016 - Jul, 2024
7 years, 11 months
Wells Fargo
Aug, 2016 - Jul, 2024
7 years, 11 months
I have been with Wells Fargo for almost 7 years, working in the Credit Card department for nearly 3 years and Treasury Management for 1 year and 7 monthsI am dependable, analytical, and work well under pressure with minimal supervision. Skills: communication, problem-solving, collaboration, organization, and MS Excel proficiency.
Aug, 2016 - Jul, 2024
7 years, 11 months
Education
University of Makati
2009 - 2011
2 years
College Degree
Flag of
Philippines
2009 - 2011
2 years
Qualifications
Banker of the year 2017-2019
2019
Wells Fargo Bank
Phone Banker of the year
2019
With Honors
2011
University of Makati
With Honors
2011
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