Lucialdo Azevedo
Woonsocket,USA
Summary
Bringing expertise in customer relationship management and operational efficiency to streamline processes and enhance client satisfaction. Skilled in cash handling, analyzing data, and educating clients on financial solutions. Committed to fostering positive experiences and maintaining high standards of service. Motivated professional with a proven track record of success in developing and maintaining relationships with clients and providing exceptional customer service. Skilled in analyzing market trends and developing strategic plans to maximize financial investments. Experienced in executing transactions and providing in-depth market analysis to clients.
Experienced with team leadership, operational management, and customer service excellence. Utilizes strategic planning and problem-solving skills to enhance team productivity and service quality. Track record of fostering collaborative and adaptable workplace.
Management professional with track record of effective team leadership and operational oversight. Consistently achieves goals through collaborative efforts and adaptability to changing demands. Skilled in conflict resolution, process improvement, and fostering positive work environment.
Overview
23
23
years of professional experience
Work History
Assistant Manager
Middlesex Savings Bank
Bellingham, MA
11.2025 - Current
- Developed strong client relationships to assess financial needs and recommend suitable banking solutions.
- Facilitated the completion of loan applications, ensuring accurate documentation and compliance with policies.
- Provided exceptional customer service by addressing inquiries and resolving issues in a timely manner.
- Collaborated with team members to streamline processes for enhanced workflow efficiency and client satisfaction.
- Assisted in the execution of financial transactions, maintaining accuracy and adherence to procedures.
- Participated in training sessions to expand knowledge of banking products and services for client advisement.
- Reviewed loan applications for accuracy and completeness before submission for approval process.
- Assessed customer needs, identified solutions, and provided guidance on product selection to meet their requirements.
- Managed daily branch activities while ensuring strict compliance with banking regulations and internal policies.
- Cultivated staff development through training and mentoring initiatives to elevate team performance.
- Analyzed existing workflows and implemented improvements to elevate customer service delivery.
- Analyzed financial reports to identify trends and support decision-making processes.
- Performed detailed audits, verifying compliance with internal policies and regulatory mandates to maintain operational integrity.
- Boosted employee morale through recognition initiatives, leading to increased productivity levels across the team.
- Facilitated coaching and development of bankers to enhance performance outcomes.
- Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
- Cultivated strong customer relationships to enhance bank's community presence.
- Assisted clients in opening accounts and navigating banking services, enhancing overall customer experience.
- Executed customer transaction processing with precision, ensuring adherence to banking regulations.
- Managed shift scheduling for main branch to support operational efficiency.
- Developed and implemented training programs for staff, improving overall team performance and efficiency.
- Coached new employees, ensuring smooth onboarding process and quicker adaptation to their roles.
- Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
- Led daily operations to ensure compliance with banking regulations and enhance customer service experience.
Sr. Banker II
Middlesex Savings Bank
Franklin, MA
05.2020 - 11.2025
- Led team in delivering exceptional customer service, enhancing client satisfaction and loyalty.
- Developed and implemented strategic financial solutions tailored to individual client needs.
- Mentored junior bankers, fostering professional growth and improving overall team performance.
- Streamlined loan processing procedures, reducing turnaround time for approvals significantly.
- Provided exceptional customer service, resolving complex issues promptly to maintain client trust and loyalty.
- Balanced teller drawers and ATM cash.
- Established strong relationships with clients, resulting in increased referrals and repeat business.
- Oversaw compliance with regulatory requirements, ensuring adherence to industry standards and policies.
Sr. Banker I
Middlesex Savings Bank
Franklin, MA
01.2014 - 01.2020
- Managed high-net-worth client portfolios, enhancing customer satisfaction and retention.
- Developed tailored financial solutions to meet diverse client needs, driving business growth.
- Handled escalated customer inquiries to resolve conflicts effectively and ensure adherence to bank policies and service standards.
- Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
Restaurant Waiter
Three Restaurant
Franklin, MA
09.2010 - 05.2023
- Delivered exceptional customer service by promptly addressing guest inquiries and requests.
- Collaborated with kitchen staff to facilitate timely meal preparation and presentation.
- Managed dining area cleanliness and organization to promote a welcoming atmosphere for guests.
- Assisted in training new team members on service protocols and menu knowledge.
- Communicated effectively with team members to coordinate tasks during busy service periods.
- Maintained accurate records of orders and transactions using restaurant management systems.
- Cultivated positive relationships with regular patrons to enhance their dining experiences.
- Adapted quickly to changing priorities, demonstrating flexibility during peak service hours.
- Performed opening and closing duties such as setting up the dining area, restocking supplies, cleaning dishes and silverware.
- Greeted customers and provided menu information to create a positive dining experience.
- Managed difficult situations professionally by remaining calm under pressure.
Head Waiter
Pipinelle's
Franklin, MA
12.2003 - 04.2010
- Managed dining room operations, delivering exceptional service and enhancing guest satisfaction.
- Trained and mentored junior staff on service standards and effective communication techniques.
- Coordinated with kitchen staff to ensure timely delivery of high-quality meals to patrons.
- Developed and maintained relationships with regular customers to foster loyalty and repeat business.
- Implemented training programs focused on food safety and hygiene compliance for all team members.
- Resolved customer concerns promptly, maintaining a positive dining experience while upholding brand reputation.
- Provided training to new waitstaff on proper customer service techniques and expectations.
- Created welcoming environment by greeting guests upon arrival and providing excellent service throughout meal.
- Greeted and informed guests of menu selections to foster welcoming environment.
- Inspected dining room areas for cleanliness prior to opening or closing shifts.
- Organized parties or other special events within the restaurant as requested.
- Cleaned tables and booths at end of dining service to prepare for next meal seating.
- Assigned tasks to waitstaff, monitored performance, and provided constructive feedback.
Education
Associate of Applied Business - Economics
Gama Filho University
Rio de Janeiro, Brazil06-1990
High School Diploma - undefined
Instituto Iguacuano de Ensino
Rio de Janeiro, Brazil12-1987
Skills
- Customer service
- Decision-making
- Problem-solving
- Staff training and development
- Staff supervision
- Team leadership
- Time management
- Employee performance evaluations
- Strategic planning
- Conflict resolution
- Task delegation
- Team motivation
LANGUAGES
Portuguese | Native
English | Fluent
Spanish | Conversational
Timeline
Assistant Manager
Middlesex Savings Bank
11.2025 - Current
Sr. Banker II
Middlesex Savings Bank
05.2020 - 11.2025
Sr. Banker I
Middlesex Savings Bank
01.2014 - 01.2020
Restaurant Waiter
Three Restaurant
09.2010 - 05.2023
Head Waiter
Pipinelle's
12.2003 - 04.2010
High School Diploma - undefined
Instituto Iguacuano de Ensino
Associate of Applied Business - Economics
Gama Filho University