Ellen Seixas

Experience

• 

  Santander Brasil

  May 2012 - Dec 2021

  - Responsible for managing a portfolio of client accounts, ensuring customer satisfaction, understanding their needs, and providing personalized support.- Seeks opportunities for business growth, prospecting new clients, identifying sell's opportunities, and promoting the bank's products and services.- Specialized financial advice to clients, analyzing their financial needs, offering tailored solutions, and providing guidance on investments, risk management, and financial planning.- Assesses and manages risks associated with client accounts, such as credit analysis, monitoring suspicious transactions, and ensuring compliance with bank policies and regulations.- Handles customer problems and complaints, working to resolve them promptly and effectively and ensuring customer satisfaction. Show less - Provides personalized customer service to high-net-worth clients, offering support and addressing their needs and requests.- Helps in managing the portfolio of high-net-worth clients, monitoring their accounts, investments, and financial transactions.- Provide basic financial consulting to high-net-worth clients, helping them make informed investment decisions and develop wealth management strategies.- Assists in preparing financial reports and performance analyses for high-net-worth clients, providing relevant information and insight.- Provides administrative support to the high-net-worth manager, assisting with document organization, meeting scheduling, presentation preparation, and other administrative tasks. Show less

  • Account Relationship Manager

    Dec 2017 - Dec 2021

  • Commercial Assistant

    Jun 2014 - Nov 2017

  • Cashier

    May 2012 - Jun 2014