Administrative Assistant

• Jun 2023 - Present

Commercial Banking Relationship Manager - Select

• Oct 2021 - Oct 2022

Asset portfolio management responsible for more than 400 high income clients (around R$ 58M => € 11M of total value) in Varginha/MG, Brazil.Main activities:- Attraction and retention of new clients;- Portfolio management (strengthening, profitability & clients engagement);- Enhancement of new business, financial solutions, quality in customer services and sales;- Support and coordination of banking solutions;- Clients accounts management, counseling and services administration;- Investment products offering and sales based on financial markets and client individual profile analysis;- Macro credit trends analysis;- Analysis and controlling to prevent money laundering;- Visits to high profile non-clients in order to assess future needs and offer investment opportunities;- Support in financial statements preparation, tax returns/reports and credit files maintenance;- Daily credit information analysis and examination of available credit for current clients in the portfolio. Show less

Commercial Banking Relationship Manager

• Feb 2019 - Sep 2021

Accounts shared portfolio management responsible for more than 9 thousand PF and PJ (microentrepreneurs) clients in Minas Gerais state south region, Brazil.Main activities:- New clients prospection;- Credits operations offering and closing;- Banking products sales (insurances, loans, real estate and vehicles financing and private welfare);- Risk management, credit recuperation and renegotiation;- Support the agency management to coordinate the predefined goals achievement, financial results and continuous improvement;- Support the agency financial planning management;- Internal processes audits follow-up;- Support the agency management in internal communication;- Support operational routines (treasury and accounting);- Digital transformation spreading actor. Show less

Business Manager

• Jun 2017 - Dec 2018

Family microenterprise (bakery) management. Main activities: - Operational procedures and standards management; - Internal conduct rules creation, standardization and deployment; - Quality control (products and services); - Inventory management; - Products pricing; - Social mídias management (marketing strategy); - Employees well-being policies deployment. Family microenterprise (bakery) management. Main activities: - Operational procedures and standards management; - Internal conduct rules creation, standardization and deployment; - Quality control (products and services); - Inventory management; - Products pricing; - Social mídias management (marketing strategy); - Employees well-being policies deployment.

Summer Program Intern

• Feb 2015 - Feb 2015

- Support in accounting entries; - Taxes control and follow-up; - Support in balance reconciliation checking; - Support in OPEX and CAPEX controlling. - Support in accounting entries; - Taxes control and follow-up; - Support in balance reconciliation checking; - Support in OPEX and CAPEX controlling.