Experience

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  Bradesco

  Feb 2011 - Oct 2019

  - Collaborated with market-leading professionals in financial planning, retirement planning, mortgages, and business banking experts to ensure clients received customized and targeted expert advice.- Provided professional advice and education with an ability to address complex credit and investment needs, concerning both personal and business needs.-Implemented contact and relationship building strategies, and supported new client acquisition in local community. - Delivered superior business and financial advice within a Client Relationship Team model.- Reviewed financial statements, monitored risk, and assessed credit restructuring.- Coordinated with expert advisors to create and execute client contact strategies. - Proactively engaged with clients in all areas of the branch and in the community, uncovered banking needs, provided help and advice, as well as identified sales and referral opportunities.- Actively listened and engaged clients in conversation to further understand their individual needs.- Proactively took ownership of resolving and preventing client banking problems. - Managed risks by adhering to compliance routines, processes, and controls to protect client and shareholder interests while completing transactions.- Proactively engaged with clients in the branch and delivered an outstanding service experience through completing transactions and by identifying opportunities for advice, solutions, digital enablement and partner introductions.

  • Financial Advisor

    Apr 2016 - Oct 2019

  • Lead Customer Service Representative

    Apr 2013 - Mar 2016

  • Customer Service Representative

    May 2012 - Apr 2013

  • Bank Teller

    Feb 2011 - Apr 2012
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  Walmart canada

  Feb 2020 - Nov 2020

  Fulfillment associate

  - Correctly documented and labeled all orders through the interpretation and understanding of documentation, including pick slips, packaging details, shipping labels, etc.- Optimized tote fill by packing orders in a space-efficient manner while still ensuring product quality standards were maintained.- Balanced fulfillment responsibilities with customer interaction and offered services, including supporting issues to resolution.- Ensured strict adherence to safety and food hygiene standards, including maintaining a clean and hygienic work area, immediately cleaning up all spills and debris, and ensuring all totes were cleaned and void of debris before packing. Show less

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  Ig wealth management

  Dec 2020 - Jul 2022

  - Provided support on financial planning, along with the development and updating of written financial reports.- Conducted advanced financial planning discovery, analysis, and implementation of solutions.- Performed daily client interaction through incoming client calls, meetings on and offsite, along with executing trade orders and providing information on products, services, and strategies.- Collaborated with experts to create unique solutions aimed at growing wealth, saving tax and preserving financial legacies. Show less - Provided full administrative support to the Executive Financial Consultant, including but not limited to the following: Prioritized incoming communications via paper, telephone, and email; Wrote/drafted correspondence, monitored/responded to email (when required), directed calls and correspondence to appropriate colleagues within the organization, liaised with internal/external contacts, and followed up to ensure delegated projects and requests were completed on schedule.- Prepared and developed presentation materials, executive briefing materials, statistical reports for the Executive Financial Consultant.- Processed/reviewed daily business transactions regarding client accounts and managed/updated client databases.- Prepared and maintained client files, paperwork, and meeting notes. Show less

  • Associate Consultant

    Sept 2021 - Jul 2022

  • Assistant

    Dec 2020 - Jul 2022
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  Arlanxeo

  Jun 2022 - now

  - Develop purchasing strategies in line with business demand and market conditions to ensure reliable and competitive transport services in the areas of land, rail, and ocean freight and freight forwarding.- Develop and implement a comprehensive procurement strategy aligned with the organizational goals and objectives.- Execute the contract negotiation process from start to finish including, preparing request for bids, negotiation of rates, evaluating proposals, drafting the contracts, coordinating legal review and execution of the final contract.- Manage and develop supplier relationships and serve as the primary contact for all logistics procurement matters including, but not limited to, contract management, pricing, supply, and quality issues.- Identify and onboard new suppliers who can contribute to the organization's transformational goals.- Develop risk mitigation strategies and contingency plans to address supply chain disruptions.- Collaborate with logistics partners to implement best practices in transportation, warehousing and distribution.- Utilize technology and data analytics to make data- driven decisions for logistics improvement. Show less - Develop purchasing strategies in line with business demand and market conditions to ensure reliable and competitive transport services in the areas of land, rail, and ocean freight and freight forwarding.- Negotiate major short-term and long-term logistics contracts including with FTL, LTL and dray carriers, freight forwarders, railways and railcar lessors.- Manage and develop supplier relationships and serve as the primary contact for all logistics procurement matters including, but not limited to, contract management, pricing, supply, and quality issues.- Develop risk mitigation strategies and contingency plans to address supply chain disruptions.- Manage, coordinate and support RFP and contract renewal activity. Show less

  • Category Manager Logistics NORAM

    Feb 2024 - now

  • Logistics Procurement Coodinator NORAM

    Jun 2023 - Feb 2024

  • Procurement Assistant

    Jun 2022 - Aug 2023