Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
OfficeManager
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DENER SOUZA

Summary

Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options.

Overview

10
10
years of professional experience

Work History

Relationship Banker

Itau Bank
09.2021 - 11.2023
  • Engaged departments in customer satisfaction initiatives to uplift service ratings.
  • Adapted products and services to suit customers changing financial circumstances.
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Built relationships with customers by learning about financial needs, understanding life events and goals and following up through proactive outreach and appointments.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Conducted needs-based conversations to identify customer credit, deposit and investment requirements.
  • Analyzed customers' financial information to deliver personalized account guidance.
  • Managed 450 customer accounts with US$10.000.000,00 in financial assets
  • Worked with aggressive monthly targets to increase the branch revenue

Assistant Bank Manager

Itau Bank
07.2019 - 08.2021
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Demonstrated products to show potential customers benefits and advantages and encourage purchases.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Collaborated with upper management to implement continuous improvements and exceed team goals.
  • Monitored customer feedback and generated reports to identify areas of improvement.

Bank Intern

Itau Bank
06.2018 - 06.2019
  • Referred customers to other banking departments for specialized services.
  • Maintained friendly and professional customer interactions.
  • Developed and implemented strategies to reduce risk and increase profitability.
  • Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.

Telecommunications Technician

Telefonica
06.2013 - 05.2018
  • Diagnosed and resolved complex integrated customer issues for implementation, add-on, maintenance and support of data networks
  • Collaborated with other technicians to troubleshoot and resolve technical issues.
  • Responded to service requests during and after business hours.
  • Worked closely with network administrators and server engineers to deliver quality service.
  • Implemented training programs to improve knowledge and skills of new technicians.
  • Managed and prioritized customer service requests to achieve prompt resolution.

Education

Bachelor of Economics - Economics

Universidade Federal Do Parana
Curitiba - Brazil
12.2022

Skills

  • Business Development
  • Negotiation Expertise
  • Sales Expertise
  • Client Inquiry Management
  • Financial Advising
  • Persuasive Communication Style
  • Portfolio Management
  • Investment Performance Analysis

Additional Information

  • Exchange Student - 2011/2012 in Germany through Rotary's Youth Exchange Program

Languages

English
Full Professional
Portuguese
Native or Bilingual
German
Limited Working
Spanish
Limited Working

Timeline

Relationship Banker

Itau Bank
09.2021 - 11.2023

Assistant Bank Manager

Itau Bank
07.2019 - 08.2021

Bank Intern

Itau Bank
06.2018 - 06.2019

Telecommunications Technician

Telefonica
06.2013 - 05.2018

Bachelor of Economics - Economics

Universidade Federal Do Parana

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