Summary
Overview
Work History
Education
Skills
Timeline
Generic
Paulo Victor Penedo

Paulo Victor Penedo

Dee Why,NSW

Summary

These were enriching experiences as a professional and as a person too, it would be a pleasure to share my experiences in a new opportunity

Overview

13
13
years of professional experience

Work History

Insurance Agent

L MAIA CORRETORA DE SEGUROS LTDA
01.2020 - 01.2024
  • Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
  • Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
  • Approached potential clients by using direct marketing mailings and phone contacts.
  • Analyzed customer needs to provide customized insurance solutions.
  • Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
  • Educated clients on insurance policies and procedures.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Finalized sales and collected necessary deposits.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Identified issues, analyzed information and provided solutions to problems.
  • Organized and detail-oriented with a strong work ethic.

Banker

Banco Bradesco SA
08.2010 - 11.2019
  • Maintained strict compliance with all banking regulations, ensuring a secure and trustworthy environment for clients.
  • Handled various accounting transactions.
  • Collaborated with other departments to confirm compliance with banking procedures and regulations.
  • Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
  • Received loan and utility payments, sending funds to correct destinations.
  • Processed applications for new accounts.
  • Assisted customers with banking needs and inquiries.
  • Developed and maintained strong customer relationships, providing exceptional service and advice.
  • Delivered exceptional customer service, addressing concerns promptly and professionally to ensure client satisfaction.
  • Worked well in a team setting, providing support and guidance.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Passionate about learning and committed to continual improvement.
  • Self-motivated, with a strong sense of personal responsibility.
  • Streamlined operations, implementing efficient processes to improve overall productivity and performance.
  • Educated customers on online banking and mobile banking applications.
  • Increased client satisfaction by providing tailored financial advice and personalized banking solutions.
  • Educated customers on features and benefits of banking products and services.
  • Executed wire transfers, stop payments and account transfers.
  • Mentored junior staff members, fostering a supportive work environment that encouraged professional growth and development.

Education

Took A Leave Of Absence - Business Administration

UNIFOR
Fortaleza-Ceará

Skills

I worked in the administrative, commercial and treasury area of

the bank, I had almost 10 years of experience, with insurance, I worked for less time, in the administrative area and also closing deals, it was also a great learning experience

Timeline

Insurance Agent

L MAIA CORRETORA DE SEGUROS LTDA
01.2020 - 01.2024

Banker

Banco Bradesco SA
08.2010 - 11.2019

Took A Leave Of Absence - Business Administration

UNIFOR

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Paulo Victor Penedo