Summary
Overview
Work History
Education
Skills
Additional Information
Languages
Timeline
Thais Folly Colnago

Thais Folly Colnago

Boca Raton,FL

Summary

Obtain a challenging position that will allow me to fully utilize my sales, financial, interpersonal and trilingual skills Determined with success boosting productivity and streamlining procedures for organizations. Focused on smoothly overseeing financial, personnel and operational facets. Expertly balanced targets with resources and optimized long-term success. Well-qualified sales associate with proven success in improving operations and solving problems. Highly proficient in building lasting relationships with key decision makers, customers and team members to further company goals. Ready to leverage training and experience to take on new professional challenges.

Overview

20
20
years of professional experience

Work History

Licensed Real Estate Sales Agent

Castle Realty Corp
02.2023 - Current
  • Negotiated between buyers and sellers of properties with efficiency and transparency to maximize profits and maintain satisfaction of clients.
  • Educated clients on sales and buying processes and advised buyers on making decisions.
  • Communicated with clients to understand property needs and preferences.
  • Coordinated appointments to show marketed properties.
  • Used Matrix to list and track properties in local area, complete in-process sales and update client information.
  • Worked closely with clients to facilitate appropriate loans, inspections, and credit reports.
  • Generated leads for sales and rental properties through cold calls and referrals.
  • Compared, researched and appraised properties.
  • Staged and prepared homes and properties for clients before arrival.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.

Business Consultant

Fiserv
06.2019 - 09.2023
  • Streamlined operational efficiencies by delivering recommendations for knowledge-based processes and procedures
  • Enhanced client satisfaction ratings by resolving difficult customer issues through completion
  • Developed relationship with bank partner to help generate leads for First Data and Bank Partner
  • Liaised with senior officers to ensure ongoing quality assurance program integrity
  • Negotiated and closed deals with minimal required support from sales and finance managers
  • Fostered relationships with customers to expand customer base and enhance loyalty and retention
  • Analyzed credit card processing statements in order to give cost comparisons
  • Generated sales by executing complete sales cycle process from prospecting through contract negotiations and closings

Officer; Small Business Consultant

Bank of America
05.2017 - 05.2019
  • Coach and Develop Relationship Managers & Relationship Bankers and Customer Service Representative to help identify opportunities to expand on Small Business Client Priorities
  • Expand client list through Relationship Deepening Activities including Appointment Settings Calls, Client Intercepts, SPIN Conversations, and Networking
  • Cross Sale services offered through Bank of America lines of businesses and third party partners including BAMS, Merrill Edge, Bank of America Home Loans, ADP & Small Business
  • Community involvement with the local Brazilian Community through Brazilian Business Group
  • Build solid relationships with COI's including internal and external partners Ie
  • SBB, BAMS BC, ADP, FSA, RM, CPAs, Realtors, Attorneys

Officer; Relationship Manager

Bank of America
01.2015 - 05.2017
  • Ability to develop a sales plan in order to engage co-workers and retain clients
  • Develops and exceeds 200% account development goals and maintain 100% customer satisfaction yearly
  • Effectively deepen, maintain and expand client relationships with every customer and work on an appointment based system
  • Strong referral skills in helping customers improve their financial life from all aspects
  • Excellent networking skills with other professional and business in the area to promote and build the brand
  • Build solid relationships with the team and leaders in the financial center

Personal Banker

Bank of America
11.2012 - 01.2015
  • Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer
  • Worked closely with management to strategize sales techniques to increase branch production and customer service
  • Maximized on sales behaviors to increase individual consumer, business, and lending goals
  • Consistently recognized as top performer

Financial Service Consultant

PNC Bank
08.2011 - 11.2012
  • Established new client relationships including all aspects of money management, lending and investing
  • Supported clients in servicing issues to ensure full client satisfaction and repeat business
  • Implemented strategies to handle all operational aspects of a bank including operation of a cash box, vault and the logistics of cash management
  • Developed excellent strategies in new account acquisitions through bank at work program
  • Recipient of top service award for 2 consecutive quarters.

Catering Manager

Ultimate Cuisine Catering
09.2003 - 08.2011
  • Setup and establish new catering contracts
  • In charge of a team of 3 servers during events
  • Work with clients to identify needs for their events and provide the best solutions
  • Manage client financials to create affordable solutions
  • Work with owner of company to help drive a better service experience.

Education

International Business

Universidade Estacio De Sa, Nova Friburgo, Rio De Janeiro
2002

Skills

  • Relationship management
  • B2B sales expertise
  • Managing client expectations
  • Lead generation
  • Microsoft Office
  • Marketing
  • Salesforce
  • On-site product demonstrations
  • Operational Efficiency
  • Customer Engagement
  • Strategic Partnership
  • Pricing Structures
  • Product Demonstration

Additional Information

  • Thrives in a fast paced environment and works well under pressure. Consistently over 200% of new account goals. 2013-2014 Mastered KPI. 2013
  • 2016 Top Performance award. 2016 Pinnacle award. June 2016 Promoted to “Officer”. Peer coach to new hires as assigned.

Languages

Portuguese
Native or Bilingual
Spanish
Professional Working

Timeline

Licensed Real Estate Sales Agent - Castle Realty Corp
02.2023 - Current
Business Consultant - Fiserv
06.2019 - 09.2023
Officer; Small Business Consultant - Bank of America
05.2017 - 05.2019
Officer; Relationship Manager - Bank of America
01.2015 - 05.2017
Personal Banker - Bank of America
11.2012 - 01.2015
Financial Service Consultant - PNC Bank
08.2011 - 11.2012
Catering Manager - Ultimate Cuisine Catering
09.2003 - 08.2011
Universidade Estacio De Sa - , International Business

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Thais Folly Colnago