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Work Background
Sales Representative
Medline Industries, LPSales Representative
Jan. 2016• Maintain primary contact role for named accounts encompassing account management and sales duties by assessing client needs and selling appropriate products and services. • Developed and Increased value to clients through product knowledge and excellence customer service. • Drive sales of company products and services by meeting with customers using strategic and organized approach, analyzing market competition and creating sales forecasts. • Leveraged CRM system to manage sales activities and track sales performance. • Provide training and coaching to new account managers.
Business Banking Specialist
Wells FargoBusiness Banking Specialist
Apr. 2013 - Jan. 2016San Francisco Bay Area• Managed new and existing business client relationships that include developing tailored sales plans for each relationship • Assisted small business clients on commercial lending and how to build credit • Increased client loyalty through expertise in business development, financial analysis, and exceptional customer service • Continually expand referral network through contact with internal business partners, and external financial intermediaries, according with the business needs.
Personal Banker
Wells FargoPersonal Banker
Dec. 2011 - Apr. 2013San Francisco Bay Area• Increased sales by building long term relationships with customers and acquiring 100% of their business • Took a proactive role within the branch and the local community resulting in new business for the bank • Increased the number of new accounts by 50%, sourced opportunities for our partners, motivated and led team members to achieve 100% of their individual goals.
Financial Advisor Assistant
Wells FargoFinancial Advisor Assistant
Oct. 2011 - Dec. 2011San Francisco Bay Area• Organized contact data to ensure accuracy • Surveyed business in the Bay Area about the satisfaction of their current 401K plan • Scheduled appointments for growing and successful companies in the Bay Area.
Sales Representative
Central Paper Distribution, LtdSales Representative
Jun. 2006 - May. 2007São Paulo, Brazil• Conducted analysis of market competition, prices, products, and logistics in order to assist on marketing campaigns • Successfully worked with 70 business clients ($50,000 to $5,000,000 USD accounts); increased overall client loyalty and satisfaction by offering excellent customer service and incentives • Activated 38 out of 50 inactive accounts in the first 3 months by offering quality products and excellent customer service leading to increased sales of ~$80,000 per month.
Marketing Assistant
CitiMarketing Assistant
Nov. 2005 - May. 2006São Paulo, Brazil• Designed and coordinated Excel spreadsheets to report the daily results of several marketing campaigns implemented by 160 relationship managers • Coordinated and managed monthly marketing meetings to present sales reports for approximately 100 attendees; created and presented PowerPoint presentations • Coordinated weekly conference calls to analyze sales and work evaluation.
Executive Assistant
Imprensa OficialExecutive Assistant
Aug. 2004 - Nov. 2005São Paulo, BrazilGovernment division. • Coordinated interstate events for 27 state government representatives and approximately 30 other national and international participants to present new laws and legal publications. • Managed government budget and published the results of each interstate events. • Developed and implemented Excel spreadsheets for internal control of legal, accounting and event data. • Coordinated and assisted in monthly meetings for approximately 10 government employees to present reports about new laws, publications and data analysis.
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