OTÁVIO VIANNA DE PAULA
Boca Raton,FL
Summary
Highly organized and adaptable professional with over 10 years of experience in the banking industry. Successfully maintained efficient business operations and effectively managed large corporate and commercial accounts. Strong knowledge of portfolio management, sales, negotiation, and market analysis. Skilled at developing effective strategies to build long-lasting client relationships and consistently exceed financial goals. Exceptional communication, interpersonal, teamwork, problem-solving, time management, and critical thinking skills contribute to thriving in fast-paced environments. Proficient in Microsoft Office (Word, Excel, PowerPoint, Outlook) and bilingual in English and Portuguese.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Business Specialist Family Office
BB Americas Bank
09.2023 - Current
- Established a safe and welcoming environment for clients, promoting trust and open communication between staff and families.
- Supervised case management activities, ensuring timely resolution of client issues while maintaining high standards of confidentiality and professionalism.
- Managed budgetary needs effectively, ensuring the allocation of funds to necessary areas for improved services.
- Collaborated with community partners to foster strong relationships, increasing awareness and support of available family services.
- Evaluated program effectiveness regularly, using feedback from clients, staff, and stakeholders to inform continuous improvement efforts.
- Addressed complex cases involving multiple agencies or jurisdictions through effective coordination between all involved parties.
- Improved customer satisfaction scores through application of superior conflict resolution and problem-solving skills.
BSA Analyst
BB Americas Bank
05.2023 - 09.2023
- Supported management during regulatory exams by providing requested documents as evidence of sound compliance practices.
- Reviewed and filed currency transaction reports submitted by branches within required regulatory-imposed timeframes.
- Contributed to the development and updating of BSA/AML policies and procedures, ensuring alignment with evolving regulatory requirements.
- Monitored financial transactions and immediately reported suspicious activity to authorities.
- Reviewed financial documents, pointing out and correcting financial errors.
Financial Manager
Medstation Miami Primary Care LLC
10.2022 - Current
- As the Financial Manager of a primary care clinic, oversee all financial operations including accounts payable, accounts receivable, financial reporting, pricing, purchasing, and sourcing of third-party services and resources
- Manage administrative areas of all units including human resources, warehouse operations, and commercial operations
- Provide service and support to internal and external customers and suppliers in person and over the phone, always demonstrating respect and professionalism in all interactions
Executive Commercial Manager I
Banco Bradesco S/A
02.2016 - 01.2022
- Company Overview: Brazil's largest private bank, providing a wide range of financial services
- Collaborated with directors in hiring and training employees to ensure optimal efficiency and high performance
- Supervised 1,945 employees and monitored daily operations to verify adherence to company policies and procedures
- Developed and implemented innovative strategies to exceed annual goals, achieving operational results of R $628 million in 2018, R $735 million in 2019, and R $693 million in 2020
- Maintained strong relationships with customers, significantly improving the company's customer service rating (NPS)
- Conducted thorough market research and analysis to effectively identify new opportunities, generate strategic business plans, and boost profitability
- Brazil's largest private bank, providing a wide range of financial services
Legal Entity Account Manager
Banco Bradesco S/A
09.2014 - 01.2016
- Company Overview: Brazil's largest private bank, providing a wide range of financial services
- Evaluated existing customer portfolios to determine areas for improvement and develop solutions to enhance growth and achieve branch goals
- Provided investment recommendations to a wide range of customers, including entrepreneurs and large companies
- Promoted, sold, and educated customers on banking products and services customized to their needs and preferences
- Brazil's largest private bank, providing a wide range of financial services
Personal Account Manager
Banco Bradesco S/A
01.2014 - 08.2014
- Company Overview: Brazil's largest private bank, providing a wide range of financial services
- Provided individual portfolio management and customer support to boost clientele and maintain customer loyalty
- Reviewed, analyzed, and negotiated contracts to reach favorable terms and agreements and maximize bank revenue
- Opened accounts and granted credit through careful analysis and interpretation of financial documentation
- Brazil's largest private bank, providing a wide range of financial services
Administrative Supervisor
Banco Bradesco S/A
12.2011 - 12.2013
- Company Overview: Brazil's largest private bank, providing a wide range of financial services
- Coordinated daily activities and supervised the HR, Tax Routines, Accounting, and Administration departments of the branch to guarantee deadlines were met in a timely and efficient manner
- Conducted employee performance evaluations and prepared comprehensive reports for upper management review
- Brazil's largest private bank, providing a wide range of financial services
Bank Teller
Banco Bradesco S/A
03.2011 - 11.2011
- Company Overview: Brazil's largest private bank, providing a wide range of financial services
- Brazil's largest private bank, providing a wide range of financial services
Bank Clerk
Banco Bradesco S/A
11.2010 - 02.2011
- Company Overview: Brazil's largest private bank, providing a wide range of financial services
- Brazil's largest private bank, providing a wide range of financial services
Administrative Assistant
Aludir Alumínio Ltda
09.2005 - 11.2010
Education
MBA - Finance and Controllership
Centro Universitário Newton Paiva
09.2021
B3 Investment Certification -
Centro Universitário Newton Paiva
03.2021
ANBIMA Investment Specialists Certification - CEA -
Brazilian Association of Financial and Capital Market Entities
02.2021
Bachelor's degree - Business Administration
Centro Universitário Newton Paiva
03.2013
ANBIMA Professional Certification Series 10 - CPA 10 -
Brazilian Association of Financial and Capital Market Entities
02.2012
Skills
Researching abilities
Client Relations
Operations Management
Client Engagement
Certification
CEA - ANBIMA
CPA20 - ANBIMA
CPA10 - ANBIMA
Timeline
Business Specialist Family Office
BB Americas Bank
09.2023 - Current
BSA Analyst
BB Americas Bank
05.2023 - 09.2023
Financial Manager
Medstation Miami Primary Care LLC
10.2022 - Current
Executive Commercial Manager I
Banco Bradesco S/A
02.2016 - 01.2022
Legal Entity Account Manager
Banco Bradesco S/A
09.2014 - 01.2016
Personal Account Manager
Banco Bradesco S/A
01.2014 - 08.2014
Administrative Supervisor
Banco Bradesco S/A
12.2011 - 12.2013
Bank Teller
Banco Bradesco S/A
03.2011 - 11.2011
Bank Clerk
Banco Bradesco S/A
11.2010 - 02.2011
Administrative Assistant
Aludir Alumínio Ltda
09.2005 - 11.2010
B3 Investment Certification -
Centro Universitário Newton Paiva
ANBIMA Investment Specialists Certification - CEA -
Brazilian Association of Financial and Capital Market Entities
Bachelor's degree - Business Administration
Centro Universitário Newton Paiva
ANBIMA Professional Certification Series 10 - CPA 10 -
Brazilian Association of Financial and Capital Market Entities
CEA - ANBIMA
CPA20 - ANBIMA
CPA10 - ANBIMA
MBA - Finance and Controllership
Centro Universitário Newton Paiva
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