Carolina Pérez Pérez

Observer
DISC Type : ic

Gerente at Scotiabank

Coacalco, México, Mexico

Overview

Carolina Pérez Pérez is a Manager at Scotiabank with deep expertise in credit card operations, specifically with the TSYS system. Her career is built on a strong foundation in corporate accounting, financial reconciliation, and tax management. She holds a Licenciatura from the Escuela Bancaria y Comercial, underpinning her extensive financial expertise.

Based on her interests, Carolina follows global markets and financial news closely. She keeps up with major business news outlets, suggesting a keen focus on economic trends and corporate developments outside of her direct role.

Her specific, hands-on experience managing credit card operations on the TSYS platform is a standout aspect of her skill set.

Personality Overview

Value Driven

Curious

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally good communicators and can be hard to convince.

Topics They Care About

Credit Card Operations
Manages credit card operations at Scotiabank, specializing in the TSYS system for transaction and portfolio management.
Financial Reconciliation
Possesses extensive experience in reconciling accounts, managing payment channels, and resolving accounting discrepancies from multiple roles.
Corporate Accounting
Her background includes roles as a General Accountant, managing financial statements, tax calculations, and various accounting systems like Contpaq and COI.

Media Appearances

Carolina has no verified media appearances

Work History

11-2008
Gerente at Scotiabank
2-2007 - 8-2008
Subcontador at Soluciones Optimas en Logistica S.A. de C.V.
10-2005 - 9-2007
Contador general at Editorial Reymo, S.A. de C.V.
2-2002 - 1-2004
Auxiliar contable/ Coordinador administrativo at CNI Canal 40

Education

1997 - 2001
Licenciatura from Escuela Bancaria y Comercial

More Information

Social Presence :

Prographics :

Exp : 21 Location : Coacalco, México, Mexico Job Level : N/A Designation : Gerente at Scotiabank
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Insights For Selling To Carolina

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Focus on immediate action-items rather than the larger goals
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Carolina is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Carolina

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Carolina move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Carolina take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Carolina

Personality Compatibility


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