WALDEMIR PEREIRA SOARES JUNIOR
Deerfield Beach,FL
Summary
Banking professional dedicated to maintaining high standards and achieving results. Demonstrates strategic thinking and execution to overcome complex financial challenges. Skilled at fostering collaborative team environments and adapting to evolving market conditions. Proficient in client relationship management and financial analysis. Experienced in assisting customers and business accounts in meeting their financial needs through tailored product and service solutions. Well-versed in resolving routine and complex financial problems. Possesses excellent communication, multitasking, and conflict resolution skills.
Overview
9
9
years of professional experience
Work History
SENIOR BANKER
Bank of America
02.2022 - Current
- Managed client accounts and investment portfolios, exceeding annual revenue targets
- Developed and implemented financial strategies to optimize clients' assets and wealth
- Led a high-performance team to provide exceptional service and deepen client relationships
- Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
- Assists, educates, and trains clients on conducting simple transactions through self-service technologies
- Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
- Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
- Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
- Effectively resolved client concerns, resulting in high satisfaction rates
- Achieved Top Performer award for exceeding sales targets and customer service goals
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
- Successfully managed high volumes of client inquiries and transactions in a fast-paced environment
- Developed strong relationships with clients to understand their financial needs and provide personalized solutions
- Assisted clients in opening new accounts, processing loan applications, and conducting financial transactions
- Collaborated with team members to achieve branch sales goals and deliver exceptional customer service
- Managed a diverse portfolio of high-net-worth individuals, effectively addressing their banking and investment needs.
- Developed long-lasting relationships with clients, resulting in an expanded customer base and increased referrals.
RELATIONSHIP BANKER
Bank of America
07.2021 - 02.2022
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
- Collaborated with branch team members to improve overall performance and achieve sales targets consistently.
ASSOCIATE BANKER
Chase
12.2020 - 06.2021
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Balanced teller drawers and ATM cash.
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
CUSTOMER SERVICE REPRESENTATIVE
SHELTAIR AVIATION
01.2018 - 12.2020
- This position involves daily contact with customers and coworkers in situations that require a positive attitude, consideration and courtesy at all times
- CSRs daily tasks involve using a computer and a high level of concentration is imperative as the environment changes frequently and at a fast pace
- Assisting and providing pilots and passengers with the following: fuel orders, online times, notices of arrivals/departures, verbal and written directions, making vehicle rental reservations, making hotel and catering arrangements, personal vehicles and A/C key handling, and person, over the telephone, radio, email and facsimile communications
- Responsible for entering data related to invoicing, payment processing and fuel records
- In addition, assists with general cleaning and stocking the pilot and passenger area with coffee, water and other items as provided
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
FRONT DESK AGENT
Royal Tulip Brasilia Alvorada
07.2015 - 10.2016
- Greet, register, and assign rooms to guests of hotels or motels
- Verify customers' credit, and establish how the customer will pay for the accommodation
- Answer inquiries pertaining to hotel services, guest registration, and travel directions, or make recommendations regarding shopping, dining, or entertainment
- Contact housekeeping or maintenance staff when guests report problems
- Make and confirm reservations
- Issue room keys and escort instructions to bellhops
- Perform bookkeeping activities, such as balancing accounts and conducting nightly audits
- Compute bills, collect payments, and make change for guests
- Record guest comments or complaints, referring customers to managers as necessary
- Arrange tours, taxis, or restaurant reservations for customers
- Collected room deposits, fees, and payments.
- Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
Education
No Degree - Hospitality Management
English And Hospitality Management International
Dublin, Ireland12-2014
High School Diploma -
Centro Integral De Educação Modelo
Planaltina De Goias, Brazil12-2011
Skills
- Cash handling
- Operational efficiency
- Analyzing data
- Portfolio management
- Teamwork and collaboration
- Customer service
- Problem-solving
- Customer relationship management
- Risk management policies
- Relationship management
Awards
Valliant 2021, Top 1%
Pinnacle Honors Summit Award, Top 1% 2022
Languages
Portuguese
Native or Bilingual
Spanish
Limited Working
Timeline
SENIOR BANKER
Bank of America
02.2022 - Current
RELATIONSHIP BANKER
Bank of America
07.2021 - 02.2022
ASSOCIATE BANKER
Chase
12.2020 - 06.2021
CUSTOMER SERVICE REPRESENTATIVE
SHELTAIR AVIATION
01.2018 - 12.2020
FRONT DESK AGENT
Royal Tulip Brasilia Alvorada
07.2015 - 10.2016
No Degree - Hospitality Management
English And Hospitality Management International
High School Diploma -
Centro Integral De Educação Modelo
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