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Rita D. — Senior Banking and Client Relationship Manager from Brazil

Rita D.

Senior Banking and Client Relationship Manager

Brazil 2-3 years
Open to offersNew to Platform
Languages
EnglishPortuguese
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About

Rita W. possui sólida experiência nos setores de serviços financeiros, eventos corporativos e indústria, atuando em instituições como Banco Santander, Banco Real e Toledo do Brasil Indústria de Balanças. Entre 2011 e 2019, exerceu a função de Gerente de Negócios e Serviços no Banco Santander, gerindo carteiras milionárias, respondendo pela tesouraria e lidando diretamente com processos de movimentação em espécie, fechamento contábil e atendimento a reclamações junto ao Bacen. Também desempenhou atividades como Secretária Executiva e prestou assessoria em eventos na Arte de Convidar, conduzindo organização de projetos, orçamentos e comunicação com fornecedores. Formada em Pedagogia, possui certificações em Programação Neurolinguística e Terapia Ocupacional e domínio de ferramentas como SAP, automação bancária e o pacote Office.

Experience

  • SECRETÁRIA EXECUTIVA (HOME OFFICE)

    BANCO SANTANDER · 2022 — Present
    Provided administrative support to the executive team by managing schedules, prioritizing appointments, and canceling commitments as necessary. Acted as a liaison for client interactions, streamlining the process of requests, budget discussions, and vendor hiring. Organized online meetings and managed documentation, while attending in-person alignments at the company headquarters at least twice annually.
  • GERENTE DE NEGÓCIOS E SERVIÇOS

    BANCO SANTANDER · 2011 — 2019
    Managed direct client interactions for project initiation, along with providing customer support during project planning and organization. Responsibilities included cash handling and financial closure, alongside the sales of insurance, capitalization bonds, pension plans, and GETNET products. Facilitated budget creation, coordinated meetings for alignment and closures, and ensured effective communication with suppliers for project finalization.
  • CAIXA

    BANCO REAL · 2010 — 2011
    Performed banking transactions and product sales for customers at the PAB of Hospital das Nações in Curitiba/PR. Focused on efficient transaction processing and customer service.
  • ASSISTENTE ADMINISTRATIVO

    TOLEDO DO BRASIL INDÚSTRIA DE BALANÇAS · 2006 — 2009
    Handled customer service responsibilities and supported sales through the development of commercial proposals. Managed banking transactions and cash movement.

Skills & Expertise

Education

  • Terapia Ocupacional
    UNIASSELVI · 2023 — Present
  • Pedagogia
    FACEL · 2008 — Present

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