Bruno Oliveira

Wealth Management Department

• Client Referential & Digital Support Team
• Account life management
• Maintained up-to-date knowledge of applicable laws and regulations.
• Block and unblock accounts regarding several restrictions and procedures
• Grant e-banking services to clients
• Ensure and validate that collected documents are consistent, valid and adequate with internal procedures and guidelines
• Provide continuous guidance and training to other employees on KYC policies and procedures.
• Maintained up-to-date knowledge of current and emerging compliance regulations.

• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Followed up on customer complaints and provided solutions to enhance customer satisfaction.
• Maintained accurate records of customer transactions in line with bank procedures.
• Learned about customer's financial needs, established trust, and optimized sales opportunities resulting in quality customer service.
• Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
• Processed customer transactions promptly, minimizing wait times.

• Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
• Followed up on customer complaints and provided solutions to enhance customer satisfaction.
• Logged cashier's checks and other transactions to maintain accurate account records.
• Counted and packaged currency and coins.
• Removed mutilated currency from circulation.
• Processed customer transactions promptly, minimizing wait times.
• Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.

• Prepared reports to fulfill external auditors requests
• Provided administrative support with accurate document preparation and data entry.
• Contributed to development of operational procedures to improve efficiency and accuracy.
• Responded to inquiries from callers seeking information.

• 15 Minimum Average

• 16 Minimum Average