Highly motivated and committed professional with over eight years of experience in financial institutions, and accounts payable to tackle new challenges. Graduated with a degree in Business Information Systems, adept at developing and implementing procedures, workflows, and process improvements to drive business growth. Possessing an analytical mindset, capable of evaluating business processes, anticipating requirements, and implementing effective solutions. Known for meticulous attention to detail, with a focus on optimizing work procedures for long-term efficiency.
• Manage the operational tasks of bank branches, ensuring the effective flow of daily work, as well as providing solutions to complex problems.
• Lead work teams to achieve established goals.
• Responsible for ensuring complete customer satisfaction through excellent service.
• Accountable for setting up new accounts, answer any questions with the account, and resolve possible problems related to individual accounts.
• Guide and recommend customers on what particular investments plan would be appropriate for them.
• Provide customer support regarding sales of banking services.
• Manage contracts, documents and information, ensuring data is updated in the system.
• Manage budget plan to ensure achievement of financial and accounting goals.
• Prepare management reports to assist in internal controls and decision-making processes.
• Assist in implementing internal policies and procedures for process improvement, focusing on good practices.
• Work closely with all employees to ensure goals are achieved.
Excellent organizational skills, able to organize processes, documents and information bringing greater visibility
High ability to develop interpersonal relationships, and work closely with the entire team to ensure the achievement of goals
Proven ability to communicate effectively with a wide range of stakeholder
Strong planning and time management skills including the ability to meet tight deadlines
Strong ability to multitask, as well as prioritise activities and work under pressure
Analytical thinking, with exceptional attention to detail
Proficiency in Microsoft Office (Word, Excel Power Point)
• I developed studies to assess customer needs ensuring a 40% increase in customer retention rate for 3 consecutive years.
• I participated in the implementation and maintenance of projects in several Brazilian cities, considerably increasing the bank's customer portfolio.
• Implemented process improvements that resulted in the organization of documents, information and processes, bringing greater visibility to the entire work team.