Marcos Filipe Santos
Saint Augustine,FL
Summary
A results-oriented banking professional with 12 years of experience in the Financial Services industry. Specializing in Business Banking, Account management and customer relationship development. Known for delivering tailored financial solutions, exceptional customer service and driving operational performance. Proven ability with teamwork, manage sales and achieve measurable results, consistently meeting performance metrics and receiving awards for high performance. Strong problem-solving skills with a focus on improving processes and customer satisfaction.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Associate Personal Banker
Wells Fargo & Company
12.2023 - Current
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Delivered comprehensive financial advice, strengthening client relationships and promoting long-term loyalty.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
Business Banking Manager
Bradesco Bank
01.2021 - 04.2022
- Account management of medium and large companies
- Banking products and services
- Focus on customer solutions
- Developed and implemented marketing and business plans.
Assistant Regional Manager
Bradesco Bank
11.2017 - 01.2021
- Monitoring of performances with agencies linked to Regional Management
- Preparation of materials and engagement meetings with the entire team of the agency network, always focusing on customer´s solution
- Led efforts towards achieving monthly targets consistently through strategic planning and resource allocation.
- Boosted employee morale through regular feedback sessions and opportunities for professional growth.
- Assessed individual employee performance regularly, providing constructive feedback on areas requiring improvement.
Assistant Manager
Bradesco Bank
06.2014 - 11.2017
- Support and customer service banking products and services company
- Sale of banking products to the company customer
- Management of the Business Manager´s visit schedule
- Developed strong working relationships with staff, fostering a positive work environment.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.
Bank Teller
Bradesco Bank
05.2012 - 06.2014
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Processed customer transactions promptly, minimizing wait times.
Education
BBA - Business Administration And Management
Estácio De Sá
Rio De Janeiro, Brazil12-2017
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Cash handling
- Positive attitude
- Attention to detail
- Interpersonal skills
- Issues resolution
- Financial advising
- Account maintenance
- Opportunity identification
Certification
ANBIMA CPA 20 Series
Languages
Portuguese
Native or Bilingual
Spanish
Full Professional
Timeline
Associate Personal Banker
Wells Fargo & Company
12.2023 - Current
Business Banking Manager
Bradesco Bank
01.2021 - 04.2022
Assistant Regional Manager
Bradesco Bank
11.2017 - 01.2021
Assistant Manager
Bradesco Bank
06.2014 - 11.2017
Bank Teller
Bradesco Bank
05.2012 - 06.2014
ANBIMA CPA 20 Series
BBA - Business Administration And Management
Estácio De Sá
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