Experience

Jpmorgan Chase Bank National Association

• Brazil
• Banking
• 200 - 300 Employee

• Treasury Management Officer, VP

  • May 2019 - Present

  Healthcare, Higher Education and Not for Profit Treasury Sales Officer:o Working in partnership to develop new profitable business from prospective clients; developing strategic account plans and executing themo Deepening and growing existing market relationshipso Managing client contact; understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s)o Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Serviceso Promoting sales through frequent client discussions covering new products, market and industry developmentso Managing proposal writing and the entire sales processo Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risko Working to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business

• Product Implementation Specialist, Associate

  • Jan 2014 - May 2019

  Onboarding of Treasury and Cash Management products and services in the Government, Health Care, Higher Ed and Not for Profit space.o Responsible for and provide oversight of the end to end implementation process for cash management products and solutions. Conduct in-depth client interviews to validate systems and products requirements are clearly defined.o Proactively manage a portfolio of open implementation requests to ensure high quality and timely delivery of requested products and services.o Hold operational partners accountable for meeting established Service Level Agreement targets. Provide and review with client product specific documentation required for the implementation. Ensure documentation and risk policies are adhered to for all implementations. Provide product partners with feedback and advice on Treasury Services product modifications that result in process improvements.



Bank of America National Association (USA)

• 1 - 100 Employee

• Client Fullfillment Consultant, AVP

  • Apr 2010 - Jul 2013

  Government, Health Care, Higher Ed and Not for Profit treasury implementation consulting.o Independently acts as the primary interface with the client to establish connectivity between organizations. o Global Fulfillment System (GFS) to manage projects. Organize all internal and external project related activities to ensure timely and smooth client implementation process.o Exercise judgment and discretion with respect to client relations and problem resolutions. o Team player who takes end-to-end ownership, drives for results to grow the business, sustains intensity and optimism while focusing on the client.

• Various Roles

  • May 1986 - Jul 2013

  Credit Services Representative III, AVP Customer Care Team Manager, AVPReturn Items Manager, OfficerFinancial Services Representative, OfficerCommercial Teller