Summary
Overview
Work History
Education
Skills
Languages
Volunteer Work
Timeline
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Flavia "Caroline" Alves Miranda

Brockton,MA

Summary

Result-driven and detail-oriented banking professional with over 5 years of experience in delivering exceptional service and driving business growth. A versatile leader known for consistently achieving quality outcomes, committed to finding innovative ways to motivate employees to exceed customer service and sales goals. With a proven track record of success, dedicated to exceeding expectations and driving organizational success.

Overview

7
7
years of professional experience

Work History

Private Client Banker

JPMorgan Chase
Brockton, Massachusetts
02.2024 - Current
  • Facilitated account openings, transfers and closings for private banking customers
  • Coordinated seamlessly with private client advisors, mortgage bankers, and business relationship managers to facilitate comprehensive financial solutions tailored to individual client needs.
  • Enhanced client convenience by implementing self-service options and digital tools, enabling clients to access their accounts anytime and empowering them to manage their finances effectively.
  • Ensured compliance with banking regulations and internal policies, conducting regular reviews to maintain the integrity of client accounts and protect against fraud.
  • Conducted regular financial reviews and needs assessments for clients, identifying growth opportunities and recommending suitable products and services to enhance their banking experience.

Sr. Specialist, Relationship Banker

Santander Bank Us
Roxbury, MA
09.2021 - 09.2023
  • Aided branch manager during executive decision-making process by generating daily reports to recommend corrective actions and improvements.
  • Blended business's goals, mission and values with learning development initiatives to deliver high-quality training and coaching to less experienced team members in procedures, compliance standards and performance strategies
  • Successfully established and managed business accounts for local businesses, ensuring their financial needs were met effectively
  • Achieved consistent sales success, booking over 900k in credit cards and personal loans in 2023, exceeding personal sales goals.
  • Recognized for outstanding performance as the company's top three Banker in the Going Goal Campaign Q1, and Q3 Top Performer in 2022, receiving the "Inferno Award"
  • Increased business through networking in the community, obtaining referrals from customers, and utilizing sales techniques.
  • Planned and executed events to attract customers and promote products.
  • Participated in meetings with clients to discuss their financial needs and develop customized solutions.
  • Provided recommendations for investment strategies based on individual client's goals and risk tolerance levels.

Bank Teller Supervisor/Sr. Relationship Banker

East Boston Savings Bank
Boston, Massachusetts
02.2021 - 09.2021
  • Supervised 5 tellers in a high demand branch,
  • Built strong rapport with new and existing clients to better serve
    financial needs and promote branch loyalty.
  • Managed scheduling, training and inventory control.
  • Opened and managed a diverse range of accounts, with a particular focus on trust accounts, including condo trust, totem, and formal trust accounts. - Ensured compliance with all legal and regulatory requirements related to trust accounts.
  • Specialized in referral-based home lending, leveraging existing networks to generate leads and acquire new clients. - Demonstrated in-depth knowledge of mortgage and home equity application documentation, guiding clients through the process and ensuring a smooth transaction.

Sr. Member Service Representative

Tremont Credit Union
Roslindale, MA
07.2018 - 02.2021
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Managed customer conflicts and challenging situations by staying calm and accessing internal knowledge bases to develop strategic solutions.
  • Processed deposits, withdrawals, loan payments, transfers and other transactions accurately.
  • Assisted members with account opening and maintenance activities.
  • Supervised daily activities of the bank's operational staff.
  • Conducted monthly audits of bank transactions and records to ensure accuracy.

Education

Bachelor of Arts - Psychology W/Minor in Business Administration

Bay Path University
Longmeadow, MA
01-2026

Commission Expires December 30th 2027

Massachusetts Notary Public Certification

Finra SIE
01-2024

Finra Series 6TO
01-2024

Finra Series 63
01-2024

MA 1651-Producer’s Exam For Life Insurance
Life, Variable Life & Variable Annuity
01-2024

Skills

  • Leadership: Ability to effectively lead and manage a team of employees, ensuring they are motivated, productive, and aligned with the bank's objectives
  • Customer Service: Deliver exceptional service, resolve issues, and build long-term relationships
  • Sales and Business Development: Achieve sales targets, identify new opportunities, and increase revenue
  • Analytical and Problem-Solving Abilities: Find innovative solutions and make sound decisions in a fast-paced environment
  • Team Building and Development: Develop high-performing teams to foster growth and advancement
  • Technology Proficiency: Proficient in using banking software and technology platforms, financial analysis tools, and Microsoft Office

Languages

English
Native/ Bilingual
Spanish
Full Professional
Cape Verdean Creole
Native/ Bilingual
Portuguese
Native/ Bilingual

Volunteer Work

Meaningful Occasions

Tech Savvy Workshop - 06/2023

Network for Teaching Entrepreneurship (NFTE) Founders Forum

volunteer advisory role for NFTE's Founders Forum Program 10/2022 - 05/2023

 Higginson-Lewis School

Lead Financial Literacy Workshop -02/2023

Dimock Health Center

Food  distribution - 12/2022

Mothers For Justice And Equality

Facilitate budgeting workshop (virtually) - 10/2022

Timeline

Private Client Banker

JPMorgan Chase
02.2024 - Current

Sr. Specialist, Relationship Banker

Santander Bank Us
09.2021 - 09.2023

Bank Teller Supervisor/Sr. Relationship Banker

East Boston Savings Bank
02.2021 - 09.2021

Sr. Member Service Representative

Tremont Credit Union
07.2018 - 02.2021

Bachelor of Arts - Psychology W/Minor in Business Administration

Bay Path University

Commission Expires December 30th 2027

Massachusetts Notary Public Certification

Finra SIE

Finra Series 6TO

Finra Series 63

MA 1651-Producer’s Exam For Life Insurance

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