Summary
Overview
Work History
Education
Skills
Motivation
Communication Skills
Languages
Timeline
Generic

Rogerio Palhares

Houston,TX

Summary

High-performing Bank Executive offering 7 years' experience overseeing high-value customers and bank programs.

Overview

5
5
years of professional experience

Work History

Bank officer

Bank MillenNium atlantico
08.2019 - Current
  • Enhanced customer satisfaction by efficiently handling inquiries and providing accurate information on banking products.
  • Assisted customers in identifying financial goals and recommended tailored banking solutions that aligned with their objectives.
  • Oversaw daily cash management functions, ensuring accuracy and security in all transactions conducted at the branch level.
  • Developed strong relationships with clients, resulting in increased business and referrals.
  • Consistently met and exceeded sales targets by utilizing effective selling techniques, fostering long-term relationships with clients, and providing exceptional service.
  • Resolved complex account issues promptly, maintaining high levels of customer satisfaction and loyalty.
  • Fostered a positive work environment among team members through effective communication and collaboration practices.

Financial Analyst

Sonangol USA
03.2024 - 09.2024
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
  • Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
  • Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
  • Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.

Education

MBA - General Management

Houston Baptist University
Houston, TX
12.2024

Human resource management -

METROPOLITAN POLYTECHNIC HIGHER INSTITUTE OF ANGOLA
01.2018

Skills

  • Self-motivated nature
  • Problem-solving skills
  • Risk Management
  • Expertise in Excel
  • Best Practices
  • IPO understanding
  • Persuasive communication style
  • Creative Thinking
  • Verbal and written communication
  • Customer Service-Oriented
  • Analytical Thinking
  • Meticulous attention to detail

Motivation

Focus my effort on the success, quality, development and growth of the company, be a professional capable of responding to the challenges posed in capable and private services.

Communication Skills

Client communication and management, Examined diverse ways to communicate with the client, using traditional and innovative devices., Organized a structure to companies that are dealing with crisis or exposed., Interpreted manners of having a solid relationship with client.

Languages

English
Native or Bilingual
Portuguese
Native or Bilingual

Timeline

Financial Analyst

Sonangol USA
03.2024 - 09.2024

Bank officer

Bank MillenNium atlantico
08.2019 - Current

MBA - General Management

Houston Baptist University

Human resource management -

METROPOLITAN POLYTECHNIC HIGHER INSTITUTE OF ANGOLA

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Rogerio Palhares