Vitor Silveira
San Rafael,US
Summary
Dynamic Personal Banker with over 4.5 years of experience in the banking industry, recognized for building strong client relationships and delivering exceptional customer service. Expertise in analyzing customer financial needs and crafting tailored solutions that drive satisfaction and loyalty. Committed to fostering financial stability for clients and empowering them to achieve financial goals through personalized guidance and support. Proven track record of enhancing client experiences while contributing to the overall success of the organization.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Resolution Specialist
BMO Bank of Montreal
02.2025 - Current
- Analyzed root causes of recurring issues to implement preventive measures, reducing the number of future complaints.
- Assisted colleagues in navigating challenging situations by sharing expertise and offering guidance when requested or needed.
- Maintained detailed records of all interactions and resolutions for future reference and analysis purposes, improving overall efficiency in handling similar cases down the road.
- Managed high volumes of customer inquiries for efficient resolution, enhancing overall client experience.
Retail Relationship Banker
Bank Of Montreal
02.2024 - 02.2025
- Generate new business through cold outreach and relationship development, managing 100-150 client contacts per week, including tracking information via CRM systems within Salesforce, Client Central and information integrity.
- Collaborate with cross-functional teams for referrals including loan officers and financial advisors.
- Increased deposits by 25%, and new to bank accounts by 2X in 3 months, generated 5X in qualified leads, resulting in a 30% increase in referrals to loan officers.
Personal Banker
JP Morgan Chase
08.2019 - 10.2023
- Assisted clients in budgeting for their financial goals, achieving a 90% successful monthly budget completion rate.
- Managed 5000+ customer accounts, applying knowledge of banking regulations, compliance guidelines and associated risk management principles.
- Utilized customer segmentation to target new accounts, resulting in an 80% conversion rate.
Education
Finance -
San Francisco State University
San Francisco, California, US01.2019
Skills
- Techniques: Statistical analysis, data visualization, presentation design, data cleaning, data discovery, data exploration, data modeling, A/B testing
- Tools: Python, Excel (advanced), PostgreSQL, Tableau, Stata, Microsoft Office, Google Suite, Sales Force, CRM
Certification
- Data Analyst Certificate
- Thinkful
- 2021
- Participated in over 800 hours of study, supported through daily instruction, mentorship, and group projects. Studied data analytics methodologies and technologies, including business analytics, statistics, Excel (Pivot Tables, VLOOKUP, other advanced tools), data charts and visualizations, PostgreSQL, and Python.
Languages
Portuguese
Native or Bilingual
Spanish
Elementary
Timeline
Resolution Specialist
BMO Bank of Montreal
02.2025 - Current
Retail Relationship Banker
Bank Of Montreal
02.2024 - 02.2025
Personal Banker
JP Morgan Chase
08.2019 - 10.2023
Finance -
San Francisco State University