Performance-oriented professional with high level of integrity, leadership and a vast background in sales and finance. Good reputation for problem solving, team building, driving overall sales and operational changes. Talented in identifying new market trends and revenue opportunities. Enthusiast and dependable with dynamic communication skills and eager to contribute to team's success. Bilingual (Advanced Portuguese, Intermediate Spanish), determined, motivated, adaptive learner, keen to grow and excel.
Skills
ATM
Balance
Business processes
Closing
Clients
Databases
Direction
Financial
Inventory
Leadership
Office
Presentations
Quality
Rapport
Sales
Selling
Scheduling
Spreadsheets
Strategy
Teaching
Phone
Work History
Member Relationship Officer III, 09/2017 - 05/2019 Charles Schwab Corporation – Barrington, IL,
Managed four branches with sales department, helping to develop strategy to boost sales and member knowledge.
Engaged employees in business processes with positive motivational techniques.
Recommended loan approvals and denials based on customer loan application reviews.
Resolved customer complaints to maintain elevated level of satisfaction and instilling confidence in their financial future.
Provided leadership and direction to achieve team's goals.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Delivered engaging sales presentations to new and current employees,.
Meet with customers to assess needs and propose customized solutions.
Sourced and pre-qualified leads and identified new business opportunities by daily outbound calls to build partnerships and achieve sales quota increasing sales by over 50%.
Manage all operations to eliminate procedural errors for the Branch, included but not limited to get branch ready for audits, scheduling, vacations.
Trained and mentored new staff to maximize performance, efficiency and compliance.
Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of customers preferences.
Drive sales by creating outstanding customer experience and Coached employees, teaching selling methods and encouraged cross-selling to drive revenue.
Built rapport with account holders by reaching out with product recommendations.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Banking Officer/Teller Associate, 11/2011 - 06/2015 Federated Mutual Insurance Company – Grand Rapids, MI,
Assisted Branch manager with branch operations, scheduling, branch audits, balance and replenish ATM.
Assist Sales and Service Manager in creating and maintaining sales culture and achieving branch goals.
Promoted products or services to each customer to consistently achieve sales targets.
Receives loan applications and submitted applications to underwriter for verification and recommendations from start to end.
Evaluated member's information to explore issues, develop potential solutions and maintain high-quality service.
Open and closes all types of personal and business accounts.
Awards for exceedingly over 200% of sales goals for multiple years.
Represented company professionally in all situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
Administrative Assistant, 03/2009 - 10/2011 RP Cleaning Services – City, STATE,
Reviewed files, records, and other documents to obtain information and respond to requests related to current and new business.
Managed office supplies, vendors, organization, and upkeep.
Contact clients regarding unpaid and underpaid accounts.
Tracked and recorded expenses to maintain accurate, current, and compliant financial records.
Managed inventory by restocking supplies and placing purchase orders.
Developed and updated spreadsheets and databases to track and report invoices, expenses, and income.
Recognition award for a 100% sales goals reached and exceeded by over 200%, multiple years.
Member Relationship Officer III, 09/2017 - 05/2019 CapCom FCU – Albany, NY
Managed four branches with sales department, helping to develop strategy to boost sales and member knowledge.
Engaged employees in business processes with positive motivational techniques.
Recommended loan approvals and denials based on customer loan application reviews.
Resolved customer complaints to maintain elevated level of satisfaction and instilling confidence in their financial future.
Provided leadership and direction to achieve team's goals.
Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
Delivered engaging sales presentations to new and current employees,.
Meet with customers to assess needs and propose customized solutions.
Senior Banker, 08/2015 - 09/2017 Citizens Bank – Schenectady, NY
Sourced and pre-qualified leads and identified new business opportunities by daily outbound calls to build partnerships and achieve sales quota increasing sales by over 50%.
Manage all operations to eliminate procedural errors for the Branch, included but not limited to get branch ready for audits, scheduling, vacations.
Trained and mentored new staff to maximize performance, efficiency and compliance.
Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of customers preferences.
Drive sales by creating outstanding customer experience and Coached employees, teaching selling methods and encouraged cross-selling to drive revenue.
Built rapport with account holders by reaching out with product recommendations.
Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Assisted Branch manager with branch operations, scheduling, branch audits, balance and replenish ATM.
Assist Sales and Service Manager in creating and maintaining sales culture and achieving branch goals.
Promoted products or services to each customer to consistently achieve sales targets.
Receives loan applications and submitted applications to underwriter for verification and recommendations from start to end.
Evaluated member's information to explore issues, develop potential solutions and maintain high-quality service.
Open and closes all types of personal and business accounts.
Awards for exceedingly over 200% of sales goals for multiple years.
Represented company professionally in all situations, working through challenging phone calls and cultivating positive interactions by remaining calm and poised.
Administrative Assistant, 03/2009 - 10/2011 RP Cleaning Services – Clifton Park, NY
Reviewed files, records, and other documents to obtain information and respond to requests related to current and new business.
Managed office supplies, vendors, organization, and upkeep.
Contact clients regarding unpaid and underpaid accounts.
Tracked and recorded expenses to maintain accurate, current, and compliant financial records.
Managed inventory by restocking supplies and placing purchase orders.
Developed and updated spreadsheets and databases to track and report invoices, expenses, and income.
Interests
NMLS License
Volunteer at animal Shelters since 2013
Volunteer at the Northeast Kidney Foundation
Credo Honor Roll, 2015, 2016, 2017 Honoree due Community and volunteering work
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School Attended
Catholic University of Santa Catarina | Jaragua Do Sul
