Vinicius Maso
North Miami
Summary
Dynamic financial sales representative with a robust background in financial analysis and strategic cross-selling initiatives. Boosted banking service sales by 18% through strategic relationship cultivation with over 150 high-net-worth clients, ensuring alignment with financial goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Service Representative II
Third Federal Savings and Loan
Hallandale
01.2026 - Current
- Closed an average of 15-20 loan units monthly, maintaining 98% customer satisfaction rating.
- Managed customer accounts, providing tailored financial advice to enhance client satisfaction and retention.
- Achieved 95% loan approval rate while adhering to company lending guidelines and compliance standards.
Senior Financial Sales Representative
First Citizens Bank
Coral Gables
07.2022 - 01.2026
- Increased cross-selling of banking services and credit products by 18% through detailed needs analyses during client onboarding.
- Cultivated relationships with over 150 high-net-worth clients, conducting quarterly reviews to ensure alignment with evolving financial goals.
- Analyzed complex financial data to identify actionable market trends and growth opportunities.
Assistant Manager
iDigital Premier
Fort Lauderdale
09.2017 - 07.2022
- Drove sales growth by 20% over 6 months through targeted marketing and staff product training.
- Managed daily logistics and maintained high standards of visual merchandising, contributing to a 15% increase in impulse purchases.
- Co-supervised rotating team of 8, ensuring adherence to company policies and safety standards while supporting daily operations and staff training.
Education
Bachelor of Science - International Relations
Florida International University
Miami, FL12-2021
Skills
- Client onboarding
- Customer account management
- Customer relationship management
- Upselling techniques
- Financial analysis
- Risk assessment
- Compliance adherence
- Loan Origination
Languages
English
Native/ Bilingual
Portuguese
Native/ Bilingual
Spanish
Full Professional
Certification
NMLS #2813734
Timeline
Client Service Representative II
Third Federal Savings and Loan
01.2026 - Current
Senior Financial Sales Representative
First Citizens Bank
07.2022 - 01.2026
Assistant Manager
iDigital Premier
09.2017 - 07.2022
Bachelor of Science - International Relations
Florida International University