Работала в 2 компаниях   5 лет 6 месяцев

Банки

Personal Banker

Itau Unibanco S.A.

Банки

2 года 2 месяца

09.2018 - 10.2020

  • Attending business companies/legal entities with annual revenues up to 3 million BRL;
  • Remote customer service via phone calls, SMS, email, chat from the Internet Banking - maintaining close and warm relationship with customers, always in active listening where trust and transparency are the key;
  • Sale of banking products according to the clients necessity: loans, trade bill/check discount, debt renegotiation, credit/debit card machine, insurance, 'pre-purchase financing pool';
  • Analysing documents of the companies and its directors/administrators, and validating client's profile;
  • Enabling functionalities such as authorizing installation of Internet Banking in new devices, allowing increase in the operation's limit and administrator's power, blocking and releasing new passwords of client's access to the Internet Banking, enabling power to operate with Exchange and Foreign Trade;
  • Interfacing with back office: credit desk, renegotiation desk, Card Payment system's executives.

Personal Banker / Account Manager

Woori Bank of Brazil (International branch of Korean bank)

Банки

3 года 5 месяцев

05.2015 - 09.2018

  • Providing excellent customer service for natural person (most of them CEOs, CFOs and directors of Korean big corporations and its legal entities such as Samsung Eletronics, Hyundai (Motors, Rotem, Elevators, Capital), Dongyang Construction, CJ corporation, Posco and others.
  • Document analysis and opening bank accounts for both natural person and legal entity;
  • Establish good relationship with clients and its necessities;
  • Cash flow;
  • Daily reports and organization;
  • Give support to back office (Compliance, Treasury desk, so on);
  • Checking and providing documentation to audit.

* In January of 2017 I was sent to South Korea to accomplish a course in 'Customer Satisfaction' and other complimentary knowledge related to the bank.

Училась в 1 заведении

University of Belas Artes of Sao Paulo

Bachelor in Interior Design

Sao Paulo, 2013

Владеет языками

Английский

свободно

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Корейский

свободно

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Может проходить собеседование на этом языке

Португальский

родной

Может проходить собеседование на этом языке

Может проходить собеседование на этом языке

Курсы, тренинги, сертификаты

Premananda Yoga School

Sao Paulo, 2019

  • 200H certified Yoga Instructor;
  • 100H certified by Yoga Alliance, focused on Anatomy, Biomechanics and Neuroscience in Yoga

 

 

CPA20 (By ANBIMA)

Sao Paulo, 2018

Certification of 2nd level in the investment products and insurance-based investments, legal compliance, qualification to work with private and corporate banking, retail and high-income market.

 

Financial Market Practices Program

Sao Paulo - Brazil, 2018

A well built course developed to enter in the financial market and to understand what is practiced in the financial market and great corporations.

Ahead is the list of a few things I learned in this program:

  • Wholesale Banking;
  • Investment products;
  • Financial calculations of the treasury in the Excel;
  • Derivatives;
  • Financial statements;
  • Treasury and Private Banking.

CPA10 (By ANBIMA)

Sao Paulo - Brazil, 2016

Certification of 1st level to get knowledge in the financial market in general, ethics, guidelines against money laundry and fraudulent operations, overview in investment products.

Agata

Sales manager, account manager, portuguese, english, korean

Харьков

1 500 $

34 года

Характер работы: удаленная работа

Последняя активность 4 года назад