Skills
Strategic Advice; Facilitation; Organizing; Customer Service; Analytical Thinking; Scheduling; Business; People Management; Communication
About
- Supported to managers for services to Legal Entities, Individuals and medium and high-income clients
- Organized managers' agenda,
- Personalized service and monitoring of client operations and investments
- Organized and management of individual and corporate client portfolios
- Realized for post-sales of products and services
- Conducted a credit and quality committee for customers
- Quoted of rates and terms of loans and financial investments
- Participated in the Fidelize project, where I worked at the Campinas and Marília branches to help open employee salary accounts, offering current accounts and retaining salary portability
- Provided customers service with bank transactions and general information in a receptive Call Center service
- Supported to branch employees, assistance with operational and customer service issues.
- Managing the CEO's agenda, ensuring alignment between personal and professional commitments without time conflicts.
- Receiving and analyzing scheduling requests, evaluating relevance and strategic alignment, with joint approval alongside the CEO.
- Responsible for scheduling corporate meetings with the CEO and stakeholders.
- Preparing meeting agendas, synthesizing information, and coordinating prior approvals with the CEO or stakeholders.
- Attending meetings with the CEO and stakeholders, either in person or remotely, ensuring the preparation of comprehensive minutes.
- Advising the Vice-Presidency and Board of Directors from Brazil e USA, managing the agenda, telephone contacts, emails, facilitating the development of routine, eventual and urgent activities
- Managing of the means necessary to carry out business trips, analyzing and selecting the best routes, making reservations for flights and accommodation, requesting the purchase of tickets and providing transport and management of documents such as passports and visas
- Organizing of events such as coffee break, team bulding, internal and external lunches and dinners
- Preparing of spreadsheets, presentations and reports based on information and requests received
Controling of reimbursements and other demands of the secretarial routine.
Profile Photo
