Isabelle Araujo Vianna
Boca Raton,FL
Summary
Skilled at helping customers and business accounts to meet financial needs by developing customized product and service solutions with speed and efficiency. Well-versed in solving routine and complex financial problems. Good communication, project management, multitasking and conflict resolution skills.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Business Specialist
Banco Do Brasil Americas
06.2023 - Current
- Consistently built long-term relationships with existing and new customers.
- Established strong relationships with key stakeholders through effective negotiation and collaboration techniques.
- Managed vendor relationships effectively through regular communication updates and performance evaluations, ensuring high-quality products and services were provided at competitive prices.
- Led cross-functional teams to successfully execute complex projects on time and within budget constraints.
- Met with customers to assess needs and propose customized solutions.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Structured and finalized secured and unsecured loans.
- Delivered exceptional experience and maintained productive relationships with area small businesses.
- Created independent tools to verify data and results of analytical systems.
- Worked closely with branch managers and staff to promote a culture focused on exceptional service delivery for business banking customers.
- Opened new accounts and made changes to existing accounts.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
Customer Service Representative
Banco Do Brasil Americas
01.2023 - 06.2023
- Assisted in fraud prevention efforts by closely monitoring customer accounts and reporting suspicious activity as required.
- Reduced wait times for customers by efficiently handling high volumes of calls and resolving issues quickly.
- Assisted customers in navigating online banking platforms, improving their overall digital banking experience.
- Resolved complex customer situations by utilizing problem-solving skills and escalating issues when necessary.
- Maintained strict adherence to compliance regulations, ensuring all transactions were accurately processed and documented.
- Developed strong relationships with clients through personalized service, building trust and loyalty with the bank.
- Processed daily cash transactions accurately while adhering to security protocols, minimizing risk exposure for the bank and its customers.
- Supported branch sales goals with effective cross-selling of banking products, increasing overall revenue.
- Maintained a high level of professional knowledge, staying informed on industry news and best practices in order to provide exceptional service to customers.
Finance Manager
Bradesco Banking
08.2011 - 07.2016
- Forecasted trends and recommended improvements based on financial risk analyses
- Identified partnership opportunities and established favorable business connections
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Educated customers on use of banking website and mobile apps
- Counted, verified and handled bank deposits and armored car transactions
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Handled various accounting transactions
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
- Assisted commercial banking team with collection and clearing of document exceptions and collected past due loan payments
- Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge
- Increased customer satisfaction by resolving issues
- Established rapport with new clients to increase satisfaction and loyalty
- Maintained confidentiality of private banking information with discretion, diplomacy and professionalism
- Managed customer service inquiries and pinpointed and implemented proper path to resolution.
Event Organizer
Formato Produções
03.2009 - 04.2011
- Interviewed clients to understand scopes of work, establish budgets and determine objectives and requirements for events, timelines for venue selection, guest list finalization and rehearsal, ceremonies and receptions
- Hired, trained and supervised volunteers and support staff required for events
- Inspected event facilities to confirm conformance to customer requirements
- Developed post-event reports to determine effectiveness of each event
- Designed and implemented efforts to publicize events and promote sponsorships
- Reviewed event bills to confirm accuracy and approve payment
- Performed event coordination for larger parties and gatherings
- Brainstormed and implemented creative event concepts and themes.
Education
Commercial Management, Business Administration -
Centro Universitário UniHorizontes
Belo Horizonte, Minas Gerais01.2013
Skills
- Forecasted trends and recommended improvements based on financial risk analyses
- Identified partnership opportunities and established favorable business connections
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
- Educated customers on use of banking website and mobile apps
- Counted, verified and handled bank deposits and armored car transactions
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Handled various accounting transactions
- Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service
- Assisted commercial banking team with collection and clearing of document exceptions and collected past due loan payments
- Completed e-learning plan and bank secrecy act training and maintained up-to-date banking knowledge
- Increased customer satisfaction by resolving issues
- Established rapport with new clients to increase satisfaction and loyalty
- Maintained confidentiality of private banking information with discretion, diplomacy and professionalism
- Managed customer service inquiries and pinpointed and implemented proper path to resolution
- Product and Service Sales
- Strategic Planning
- Investment Advising
- Loan Approval
- De-Escalating Conflicts
- Business Development
- Security Controls
- Analyzing Data
- Retention Strategies
- Risk Mitigation
- Verbal and Written Communication
- Operations Management
- ATM Balancing
- Cash Handling
- Creative Thinking
- Analytical Thinking
- Customer Relationship Management
- Financial Processes Understanding
- Building Customized Solutions
- Event Organization
- Digital Marketing
- Customer Satisfaction
- Budget Development and Management
- Staff Management
- Communications and Media
Certification
Professional Certification Series 10 - CPA 10 ANBIMA (Brazilian Association of Financial and Capital Market Entities)
Affiliations
Professional Registration 06-001490/D CRA MG (Regional Board of Directors of Minas Gerais)
Languages
Portuguese
Native or Bilingual
English
Professional Working
Spanish
Elementary
Timeline
Business Specialist
Banco Do Brasil Americas
06.2023 - Current
Customer Service Representative
Banco Do Brasil Americas
01.2023 - 06.2023
Finance Manager
Bradesco Banking
08.2011 - 07.2016
Event Organizer
Formato Produções
03.2009 - 04.2011
Commercial Management, Business Administration -
Centro Universitário UniHorizontes
Professional Certification Series 10 - CPA 10 ANBIMA (Brazilian Association of Financial and Capital Market Entities)
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