Nivea Souza Whistle
Maceio
Summary
High-performing business advisor with integrity and leadership skills. Applies knowledge and abilities to positively impact organization. Seeking career growth. Flexible in different situations and dynamic conditions. Works great under extreme stress and deadlines.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Officer, Business Solutions Advisor
Bank of America
Raleigh
09.2024 - Current
- Acquire new and deep existing client relationships by conducting client meetings.
- Demonstrate a working knowledge of small business products and services.
- Recommend financial advice and guidance that align with client financial goals and needs.
- Make decisions on clients requests and make referrals to appropriate internal partners based on client’s needs.
- Partner with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience.
- Connect with clients through outreach and pipeline management activities.
- Conduct consistent follow-up routines.
Senior Banker
Bank of America
09.2023 - 09.2024
- Uncover the banking needs for both individual and small business clients.
- Offer appropriate financial solutions and services as well connecting clients to specialists.
- Support clients with self-service and digital solutions.
- Partner closely with financial center employees to deliver exceptional client care.
- Proactively connect with clients through outbound calls, and execute consistent follow-up routines to meet their financial needs.
- Notarize documents for clients.
- Assist clients with Heloc closing.
- Follow policies and procedures to ensure adherence to operational compliance.
- Manage schedules to meet client demands.
Relationship Banker
Bank of America
11.2021 - 09.2023
- Build strong relationships with consumer and business clients.
- Open and perform maintenance on business (LLC, Sole Proprietor, Inc. Estate) and consumer accounts.
- Provide credit solutions regarding credit card applications, balance transfer, car loans to consumer and business clients.
- Process transactions accurately and efficiently.
- Overrides capabilities as well educate tellers on filling reports with large cash transactions.
- Confident in identifying solutions for new and existing clients based on their needs.
- Use resources and innovative technologies to optimize the client experience.
- Schedule follow up appointments/calls with clients and perform relationship calls.
- Notarize documents.
Teller
Wells Fargo Bank
11.2017 - 03.2020
- Provide excellent customer service.
- Process account transactions effectively.
- Help customers to resolve concerns.
- Follow proper procedures to minimize errors and reduce fraud.
- Referral customers to a banker when appropriate.
- Balance cash drawers.
Promotion to Sales Representative manager
Localiza/Hertz Rent a Car
Maceio
03.2012 - 06.2015
- Greet visitors, businesses and travel agency customers who wanted to rent a car.
- Motivate, coach associates to deliver excellence in customer service.
- Create monthly schedules for associates.
- Overrides transactions.
- Open and close rental contracts with multiple clients.
- Meet monthly quotas by selling additional items to the rental contract.
- Answer the phone, trying to turn each contact into business.
- Organize and maintain work area.
Sales Representative Assistant
Localiza/Hertz Rent a Car
Maceio
09.2010 - 03.2012
- Open car insurance reserve contracts for policyholders.
- Sell additional items to the rental contract such as car insurance, additional driver, car upgrade, GPS, and baby car seat.
- Close contracts and perform inspection in cars, charging malfunctions if appropriate.
Trainee in the financial sector
Secretary of the Environment and Water Resources
Maceio
09.2008 - 10.2009
- Organize tax files of ultra-high net-worth tax filers.
- Prepare monthly payroll.
- Perform analysis of bank reconciliations.
Retail Sales Clerk
Riachuelo S/A
Maceio
09.2007 - 03.2008
- Efficiently process transactions within busy, fast-paced retail environments and courteously greet customers.
- Operate cash registers and computers to total customer purchases, collect payments and returns.
- Audit stock of product beginning and end of day.
Education
Bachelor of Sciences - Accountancy
UFAL (Federal University of Alagoas)
Maceio, AL, BrazilSkills
- Pipeline management
- Detail oriented, quality focused, and team player
- Relationships building
- Bilingual skills
- Problem solving
- Proficient in MS Office
- Knowledge of banking products and services for consumer and business
Certification
Notary Public in North Carolina, 08/11/27
Timeline
Officer, Business Solutions Advisor
Bank of America
09.2024 - Current
Senior Banker
Bank of America
09.2023 - 09.2024
Relationship Banker
Bank of America
11.2021 - 09.2023
Teller
Wells Fargo Bank
11.2017 - 03.2020
Promotion to Sales Representative manager
Localiza/Hertz Rent a Car
03.2012 - 06.2015
Sales Representative Assistant
Localiza/Hertz Rent a Car
09.2010 - 03.2012
Trainee in the financial sector
Secretary of the Environment and Water Resources
09.2008 - 10.2009
Retail Sales Clerk
Riachuelo S/A
09.2007 - 03.2008
Bachelor of Sciences - Accountancy
UFAL (Federal University of Alagoas)