Cristina Melegari
BOCA RATON,FL
Summary
Dynamic Pre-Sales Consultant with extensive experience in client relationship management, driving revenue growth through strategic market penetration. Proven ability to enhance customer satisfaction and streamline processes for improved operational efficiency. Bilingual in Portuguese and Spanish, facilitating effective communication across diverse markets. Expertise in planning, organization, and cross-functional collaboration fosters team success and organizational goals.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Sales & Business Development
Olympian Cleaning Services, LLC
Boca Raton, FL
05.2024 - Current
- Expanded customer base via networking and referrals.
- Presented customized cleaning service solutions to potential clients.
- Negotiated client contracts to secure favorable terms.
- Resolved issues efficiently with a focus on customer satisfaction.
- Organize and assign cleaning teams to match client requirements
- Consistently achieved excellence in cleaning services delivery.
- Partnered with professionals to assess competition and plan sales and business development initiatives.
Retail Banker II
TD Bank
Pompano Beach, FL
10.2022 - 05.2024
- Greeted customers and identified customer needs to provide appropriate banking services.
- Functioned as Wealth Champion, promoting referrals for Certificates of Deposit and Wealth Management products.
- Performed teller duties such as cashing checks, accepting deposits and payments, processing money orders and travelers' checks.
- Assist customers with card issues including unlocking or issuing new debit/credit cards.
- Ensured proper procedures were followed in fraud cases.
- Maintain operational efficiency adhering to procedural standards.
- Certified documents and provided notarization services.
- Provided excellent customer service by promptly responding to telephone inquiries concerning account information or bank services.
- Conducted financial reviews for customers in order to identify additional products or services that could benefit them.
Associate Financial Services Representative
Morgan Stanley
Alpharetta, GA
07.2021 - 10.2022
- Interacted with foreign clientele for inquiries related to their stock portfolio management.
- Deliver real-time support via secure chat messages and other communication channels.
- Ensured precise documentation of fraud cases.
- Oversee Customer Identification Program ensuring adherence to regulations.
- Managed asset transfers for clients to ensure an efficient and smooth changeover between financial institutions.
- Ensured timely processing of both domestic and international wire transfers.
- Fostered long-term client relationships through consistent engagement.
Administrative Specialist II
NextEra Energy Resources
Juno Beach, FL
10.2020 - 06.2021
- Conducted research and verified title ownership along with other legal documents in relation to land transactions.
- Facilitated W-9 and W-8 Ben form processing.
- Updated documents and records on SharePoint regularly.
- Ensure accurate records by uploading critical documents to internal systems like CRM, QLS, and QRM.
- Facilitated payment reissue processes in SAP.
- Managed mail, packages, emails, and document transmissions efficiently.
- Scheduled appointments and meetings efficiently.
- Organized travel arrangements for staff members as needed.
- Monitored inventory levels of office supplies and ordered replenishments when necessary.
- Created documents such as invoices and purchase orders according to established guidelines.
Client Service Associate
Aegis Capital Corporation
Boca Raton, FL
02.2018 - 09.2019
- Set up and manage new client accounts, collecting and recording necessary details.
- Facilitate transactions for retirement, corporate, brokerage, custodial accounts, LLCs, trusts and estates.
- Aided Financial Advisors in organizing annual overseas meetings,
- Verified client accounts per FINRA guidelines.
- Greet visitors, handle phone calls, and manage email inquiries in the receptionist area.
- Developed relationships with clients through regular contact, including phone calls and emails.
- Assisted clients in understanding their account information, such as asset allocation and performance metrics.
Corporate Travel Manager
Arauco Na
Curitiba, Brazil
03.2010 - 11.2010
- Developed travel guidelines through site visits to Arauco platforms in multiple countries, including Brazil, Chile, Uruguay, and Argentina.
- Evaluated and sanctioned agreements between airlines and hotels for competitive rates, compliance with contracts, and advantageous terms.
- Reviewed and managed travel documentation requirements for international trips.
- Conveyed benefits and information about international travel insurance to clients and team members.
- Coordinated with travel agencies to book flights, hotels, ground transportation, car rentals, visa applications, and other related services.
- Created reports on travel expenses for budgeting purposes.
- Negotiated contracts with suppliers to ensure competitive rates were obtained.
Education
BBA - Bachelor of Business Administration
Colegio Pedro II
Brazil 11.2005
Skills
- Sales leadership development
- Sales and promotions
- Salesforce tool development
- Business processes understanding
- Business opening and closing procedures
- CRM and Salesforce proficiency
- Understanding of client business requirements
- Critical thinking
- Corporate travel
- Effective problem solving
- Microsoft office
- Travel bookings processes
- Vendor relationship management
- Call center experience
Languages
- Portuguese, Native or Bilingual
- English, Full Professional
- Spanish, Full Professional
Accomplishments
- Award-Winning Performance: Consistently recognized as Employee of the Month for exceeding sales goals, delivering exceptional customer service, and maintaining outstanding client satisfaction.
- Customer Service Excellence: Praised by management and clients for providing top-tier support, resolving issues efficiently, and fostering long-term customer loyalty.
- Goal Achievement: Surpassed monthly and quarterly performance targets, contributing to company revenue growth and earning multiple commendations for outstanding contributions.
- Client Relationship Building: Earned accolades for cultivating strong client relationships, leading to repeat business and positive feedback from key stakeholders.
Languages
English
Full Professional
Portuguese
Native/ Bilingual
Spanish
Full Professional
Italian
Professional
Certification
- NMLS #2538247
- Notary license
References
References available upon request.
Timeline
Sales & Business Development
Olympian Cleaning Services, LLC
05.2024 - Current
Retail Banker II
TD Bank
10.2022 - 05.2024
Associate Financial Services Representative
Morgan Stanley
07.2021 - 10.2022
Administrative Specialist II
NextEra Energy Resources
10.2020 - 06.2021
Client Service Associate
Aegis Capital Corporation
02.2018 - 09.2019
Corporate Travel Manager
Arauco Na
03.2010 - 11.2010
- NMLS #2538247
- Notary license
BBA - Bachelor of Business Administration
Colegio Pedro II
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