Meire Mendes

Experience

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  Allis - Field Marketing

  Oct 2011 - Mar 2012

  Assistant Account Manager

  In this position, I was intricately involved in orchestrating and supporting various marketing initiatives, focusing on client relationship management and the effective execution of campaigns. My responsibilities encompassed managing and nurturing client relationships, ensuring their marketing objectives were consistently met and expectations exceeded.A crucial part of my role involved the hands-on support of field marketing campaigns; this included planning, coordination, and overseeing the day-to-day activities essential for the success of each marketing initiative. I worked closely with diverse marketing teams, bridging creative, digital, and logistical elements to ensure seamless campaign execution aligned with our client's vision and goals.I was involved in the analytical side of marketing, gathering data and feedback from campaigns to assess their effectiveness. This involved preparing detailed reports for clients and internal teams, providing critical insights on campaign performance, and formulating recommendations for future enhancements.I acted as a critical liaison between clients, the account manager, and the marketing team, ensuring clear communication and alignment of objectives, committed to staying abreast of the latest marketing trends, tools, and technologies, especially those relevant to field marketing strategies, ensuring that our approaches remained cutting-edge and effective. Show less

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  Bradesco

  Mar 2012 - Jun 2018

  As a Senior Bank Account Manager, I was responsible to oversee a portfolio of client accounts, ensuring that their financial objectives were met with the highest level of professionalism and expertise. This role involved maintaining long-standing relationships and identifying opportunities to expand client engagements through additional banking services and products.Managing the sales pipeline, a crucial tool in supporting the commercial team at all stages of their relationship with customers, even before they became customers. In addition, I managed QuickBooks, preparing a chart of accounts in partnership with our customers. This task was essential for facilitating reporting, billing, accounts payable and receivable, inventory management, issuing invoices, and controlling suppliers' and customers' agendas, utilizing agile company information systems for efficiency.Supervising debt negotiation and recovery actions with clients. This involved analyzing defaults to suggest reduction actions and improvement strategies in the process. Additionally, I coordinated the implementation of the payroll for public servants in the State of Rio de Janeiro, employing an agile method to prioritize interaction between employees over processes and tools, thereby enhancing customer satisfaction.Providing comprehensive financial advice tailored to each client’s unique circumstances was a significant part of my duties. This required a deep understanding of various financial products, including savings accounts, investments, loans, and mortgages, and leveraging this knowledge to best meet the client's financial goals.Staying updated with current market trends and economic conditions was crucial. My role included the ability to interpret and analyze market data, understand the implications of global financial events, and anticipate future market movements. This insight was vital in providing clients with timely and proactive advice, helping them to make informed financial decisions. Show less As a Personal Bank Account Manager, I specialize in providing personalized financial advice to individual clients, helping them manage their everyday banking needs effectively. This encompasses a range of services from opening checking and savings accounts to applying for loans or credit cards. I also assist in setting up direct deposits, automatic payments, and offer guidance in budgeting and tracking spending. My experience extends to working directly with customers in banks or credit unions. In my capacity as a Wealth Management Advisor, I manage investment portfolios for high-net-worth individuals, crafting personalized investment strategies to meet their distinct financial goals. This role involves a deep analysis of financial markets, selecting suitable investments, conducting risk assessments, and rebalancing portfolios as necessary, often within private wealth management firms or large financial institutions. Additionally, as an Investment Portfolio Manager, I oversee investment portfolios for specific groups such as mutual funds or pension funds, focusing on researching and selecting investments, making critical buy and sell decisions, and closely monitoring portfolio performance, usually within a team of investment professionals. Moreover, in my role as a Bank Relationship Manager, I develop and maintain relationships with corporate clients, providing them with a comprehensive range of financial services including loans, lines of credit, cash management services, and investment advice, requiring strong skills in business development and communication within a corporate banking environment. Show less In my previous role as a Senior Bank Account Coordinator, I was committed to leading account management efforts and delivering the highest level of customer service to both internal and external clients. My responsibilities included overseeing and supporting a broad range of initiatives, encompassing reporting, analysis, and the coordination of financial projects. I actively managed all stages of client project management, from initiation and planning to execution and closure.A key part of my role involved enhancing customer engagement. This was achieved by efficiently processing teller transactions and educating customers about our digital banking solutions, thereby improving their overall banking experience. Additionally, I was responsible for executing various operational activities within the bank. My focus was on minimizing risks and ensuring compliance with established policies, accomplished through a deep understanding of banking procedures and products and effective collaboration with various departments within the organization.A significant aspect of my role involved direct interaction with customers. I dedicated myself to building strong, enduring relationships by demonstrating genuine care and understanding their financial needs. Through these interactions, I identified appropriate services and provided tailored information to meet customers' unique financial objectives.In fulfilling these responsibilities, I utilized a comprehensive skill set that included proficiency in Project Management Office (PMO) techniques, expertise in financial software like QuickBooks, and a strong command of data analysis tools such as Microsoft Excel, focusing on Pivot Tables, VBA Excel, and Excel Macros. My role also leveraged skills in digital marketing and advertising, which were crucial in the technology-driven banking environment of the time. Show less In my previous role as a Bank Account Coordinator, I supported the day-to-day operations of commercial banking services. My responsibilities included providing comprehensive assistance and support to our commercial clients, where I handled queries, resolved issues, and offered guidance on a variety of banking products and services.I was actively involved in opening and setting up new accounts, updating client information, processing transactions, and maintaining compliance with bank policies and regulations. My role also extended to supporting the administration of commercial loans and credit facilities, where I assisted in document preparation and application processing and served as a liaison between clients and loan officers.A significant part of my role was dedicated to administrative duties. This encompassed scheduling appointments, preparing correspondence, managing client files, and maintaining accurate client interactions and transactions records.Supporting the bank’s commercial officers in their sales efforts was also a key aspect of my job. I prepared sales materials, conducted preliminary research on potential clients, and helped organize sales meetings and presentations. Collaboration with other departments within the bank was essential to facilitate comprehensive client support and operational efficiency. This included working closely with teams in risk management, finance, and customer service. Show less

  • Senior Account Manager Specialist

    Jun 2015 - Jun 2018

  • Personal Bank Account Manager

    Jun 2014 - May 2015

  • Senior Bank Account Coordinator

    Jun 2013 - May 2014

  • Bank Account Coordinator

    Mar 2012 - Jun 2013