Highlights:I led a high-performing team in the banking sector, increasing revenue by 50% and exceeding sales targets for financial products. I managed strategic client relationships, resulting in higher retention and satisfaction. Additionally, I oversaw and developed teams of more than 10 employees, optimizing operational efficiency and improving sales performance. I also implemented strategies that enhanced the customer experience and increased portfolio profitability.

Skills:Financial Management, Risk Analysis, Customer Relationship, Charisma and Communication, mental health care for employees

Goal:Experienced banking professional specializing in account management, financial product sales, and team leadership. Seeking a position in the U.S. where I can add value with my expertise in business development, client retention, and banking process optimization.

Membership:AMBIMA (Brazilian Association of Financial and Capital Markets Entities)

Certification:AMBIMA (Brazilian Association of Financial and Capital Markets Entities) Financial Risk Manager (FRM) Anti-Money Laundering (AML) Certification

Business Development Manager 06/2008 - 03/2022
Itau Unibanco Bank, Brasilia , Distrito Federal Brazil
Industry: Bank
I was responsible for leading teams, managing financial operations, offering customized solutions to clients, promoting the agency's profitability and ensuring excellent service by aligning organizational goals with client needs.
I was responsible for opening the first Itaú Bank branch in the city of São Sebastião in Brasília, in 2012, and since then I have worked leading high-performance teams to offer innovative financial solutions and exceptional customer service. I am responsible for managing the branch's daily operations, ensuring that sales targets for banking products and services are met, and managing relationships with strategic clients. With a strong focus on team management, business development and continuous improvement, I ensure the growth of the client portfolio and the maximization of the branch's profitability, always maintaining compliance with internal policies and banking sector regulations."--

Unip - Paulista University 02/2017 - 12/2021
Brasilia, Distrito Federal , Brazil
Degree: Bachelor's Degree
Major:Psychology
Graduated in Psychology with a solid foundation in psychological theories and practices, focusing on human development, mental health, and intervention techniques. Throughout the course, I gained hands-on experience in various areas of psychology, including clinical practice, psychological assessment, and psychotherapeutic counseling. I am deeply committed to the emotional and mental well-being of individuals, seeking to apply my knowledge to foster a healthy and supportive environment, both in clinical and organizational settings

Helen Santos Finances; mental health