SIEGRID ANNA ELISABETH VOHS
Naples,FL
Summary
Relationship‑driven banking professional with 15+ years of experience in the U.S. and Brazilian financial markets, supporting retail, affluent, and high‑net‑worth clients. Recognized for delivering exceptional service, deep financial expertise, and a consultative approach grounded in trust and long‑term client relationships.
In Brazil, I managed high‑net‑worth portfolios as a Prime Relationship Manager at Bradesco, delivering strategic banking, credit, and investment solutions. Previously, as Commercial Manager for Individuals, I led client acquisition, portfolio growth, financial analysis, and sales of a broad range of financial products, strengthening my ability to diagnose client needs and provide high‑impact solutions.
In the U.S., I expanded my experience as a Personal Banker at Fifth Third Bank, supporting clients with account management, financial assessments, lending guidance, and daily banking operations while ensuring strong compliance in a fast‑paced environment.
Beginning as a banking intern and later a Bank Teller, I built a solid operational foundation and a client‑centered mindset grounded in accuracy, efficiency, and service excellence.
Curious, adaptable, and highly analytical, I thrive in client‑focused environments and consistently deliver results through strategic thinking, ownership, and a solutions‑oriented approach.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Personal Banker II, Banker
FIFTH THIRD BANK
Naples, FL
12.2023 - Current
- Manage relationships with retail and mass-affluent clients through consultative, needs-based financial guidance
- Conduct comprehensive financial assessments to identify opportunities across deposits, lending, credit cards, and investment solutions
- Open, maintain, and service consumer and small business accounts in compliance with internal policies and federal regulations
- Support clients throughout the loan process, including application intake, documentation review, verification, and explanation of loan structures and terms, and risk mitigation.
- Achieve sales goals and contribute to year-over-yea revenue growth;
- Process daily banking operations such as deposits, withdrawals, account maintenance, and domestic and international wire transfers with accuracy and confidentiality
- Proactively identify cross-selling and referral opportunities aligned with client financial goals and branch revenue objectives
- Resolve client inquiries and issues efficiently, strengthening trust and long-term relationships
- Maintain strict adherence to risk management, compliance, and regulatory requirements
PREMIER/PRIME Relationship Manager
HSBC/Bradesco Private Bank
Brazil
06.2017 - 04.2022
- Account Management, Wealth Management and Business Analysis: Create, implement and develop wealth management solutions and services for private banking and for high-value customers in one of the largest banks in Latin America.
- Analyzed client portfolios, identifying opportunities for growth and investment diversification.
- Cultivated strong client relationships, ensuring high levels of satisfaction and retention.
- Coordinated with internal teams to deliver tailored financial solutions for high-net-worth clients.
- Developed comprehensive financial plans aligning with clients' goals and risk tolerance.
- Mentored junior staff in client engagement techniques and best practices for service excellence.
- Led initiatives to streamline communication channels between clients and wealth management teams.
Account Manager
Mercantil do Brasil Private Bank
São Paulo, Brazil
11.2009 - 03.2016
- Commercial Account Manager (August/2013 to March/2016) - Prospecting for new accounts; Customer portfolio management; Sales of Insurance, Cards, Capitalization Bonds, in addition to all products relevant to the account; Analysis of current account flows; Profile assessment and investment analysis for clients; Exclusive credit; Promotion and expansion of the brand; Exclusive and specialized customer service and new investment capture.
- Operating cashier and Intern (November/2009 to August/2013) - Customer service in the branch's internal cashier, support to the Commercial and Administrative areas.
- Collaborated with compliance teams to ensure adherence to regulatory standards in client dealings.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
Education
Master of Business Administration - Business Management
FGV - Fundação Getúlio Vargas
São Paulo, Brazil10.2022
Bachelor's degree - Business Administration And Management
ETEP BUSINESS COLLEGE - FGV
São Paulo, Brazil12.2015
Skills
- Relationship building
- Branch operations
- Sales expertise
- Financial advising
- Regulatory compliance
- Cross-selling products
- Professional appearance
- Financial planning
- Branch management
- Sales strategy
- Portfolio analysis
- Multitasking Abilities
- Analytical and critical thinking
Certification
Financial Certifications Securities Industry Essentials (SIE) from FINRA and CPA-10 and CPA-20 from ANBIMA.
Fluent in English and Portuguese, with working proficiency in Spanish, I communicate financial concepts clearly and effectively.
Timeline
Personal Banker II, Banker
FIFTH THIRD BANK
12.2023 - Current
PREMIER/PRIME Relationship Manager
HSBC/Bradesco Private Bank
06.2017 - 04.2022
Account Manager
Mercantil do Brasil Private Bank
11.2009 - 03.2016
Master of Business Administration - Business Management
FGV - Fundação Getúlio Vargas
Bachelor's degree - Business Administration And Management
ETEP BUSINESS COLLEGE - FGV