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Work Background
Life.ChurchDirector of Strategic Sourcing
Aug. 2023Edmond, Oklahoma, United States
Life.ChurchStrategic Sourcing Manager
Jul. 2022 - Jul. 2023Edmond, Oklahoma, United States
Life.ChurchCustomer Care Leader
Nov. 2021 - Jun. 2022Edmond, Oklahoma, United States
BradescoAccount Relationship Manager
Sep. 2013 - Feb. 2018São Paulo, BrazilAs an Account Relationship Manager, this role involved managing client relationships, overseeing financial services, ensuring customer satisfaction, and ensuring all financial operations and transactions comply with legal and regulatory requirements. Responsible for building and maintaining long-term relationships with new and existing customers, being clients' primary point of contact in managing their banking needs. This role also guided clients in choosing the most suitable banking services and products, such as savings accounts, loans, and investments, aligning these with the client's financial goals. It often involved cross-selling or upselling banking products and services to meet sales targets while ensuring the financial products offered benefit the client. As an Account Relationship Manager, it was my responsibility to stay always informed about market trends and changes in the banking sector to advise clients accurately, utilizing banking software and technology for account management and reporting. This role required strong interpersonal skills, financial acumen, and a customer-focused approach. It's essential for a Bank Account Manager to stay updated on the latest financial products, services, and regulations in the banking industry.
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