Milena Almeida Slva
Miami,FL
Summary
Highly skilled Relationship Manager with solid background in managing client relationships, resolving complex issues and promoting product growth. Strengths include robust interpersonal skills, strategic planning abilities, and aptitude for fostering positive rapport among staff and clients. In prior roles, significantly improved customer satisfaction ratings through exceptional service delivery while consistently achieving business objectives.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Safra Bank
São Paulo, SP
06.2021 - 01.2023
- Build and maintain relationships with client base, be familiar with target clients for various investment products and offerings.
- Participate in and lead client meetings, sometimes independently.
- Review and discuss status, issues, transactions, concerns, and identify opportunities.
- Manage high call volume, screen and prioritize phone calls, take initiative with client inquiries.
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
- Strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
Analyst B2B and B2C
Safra Bank
São Paulo, SP
11.2020 - 06.2021
- Conducted market research to identify trends and customer needs.
- Provided recommendations based on data analysis results.
- Identified opportunities for process improvements across the organization.
- Researched best practices used by competitors in the marketplace.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
Bank Teller
Itau Bank
São Paulo, SP
03.2019 - 11.2020
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Assisted customers with opening new accounts, ordering checks, and setting up online banking services.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
Intern
Itau Bank
São Paulo, SP
02.2018 - 03.2019
- Examined and verified information in loan application and closing documents.
- Answered questions and advised customers regarding loans and transactions.
- Scanned and uploaded loan and related documents into system.
- Interviewed loan applicants to obtain personal and financial data and assist in completing applications.
Assistant
Itau Bank
São Paulo, SP
01.2017 - 02.2018
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Educated clients about various banking products available at the institution.
- Scanned documents using high-speed scanners for digital archiving purposes.
- Maintained front desk to provide positive first impression.
Education
Bachelor of Business Administration -
University Presbyterian Mackenzie
São Paulo07-2017
Skills
- Wealth management portfolios
- Customer Relationships
- Referral Screening
- Qualifying Customers
- Solution management
- Customer Service
Affiliations
- Volunteer non-profit organization Fundação Estudar
- Chicago Half- Marathon
Languages
English
Full Professional
Spanish
Professional
Portuguese
Native/ Bilingual
Italian
Elementary
Timeline
Relationship Manager
Safra Bank
06.2021 - 01.2023
Analyst B2B and B2C
Safra Bank
11.2020 - 06.2021
Bank Teller
Itau Bank
03.2019 - 11.2020
Intern
Itau Bank
02.2018 - 03.2019
Assistant
Itau Bank
01.2017 - 02.2018
Bachelor of Business Administration -
University Presbyterian Mackenzie
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