
Lucas Santos
Apprentice

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About me
Company Manager at Itaú / CPA-20 / People and financial management / Auditing / Controllership / Agro
Education

Centro Universitário de Caratinga - Unec
2022 - 2026Agronomy
Pontifical Catholic University of Minas Gerais
2018 - 2019Master of Business Administration - MBA People Management with Emphasis on Organizational Leadership
Brazilian Training Institute - IBF Pós
2020 - 2021Master of Business Administration - MBA Financial Management, Controllership and Audit Executive
Northern University of Paraná
2014 - 2017Bachelor degree Business Administration and Management, General
Experience

Forums Desembargador Newton Ribeiro Da Luz
Aug 2010 - Jul 2011ApprenticeI got a great experience in the area of customer service and organization. As a first job I excelled at showing pro-activity, easy adaptability, organization, dedication and good communication.

Cellphone.com
Aug 2012 - Dec 2015Manager-General in sales, customer service, telemarketing and business organization.-I had great results and was the differential for the company in the sales area.

Bank Itaú Unibanco
Dec 2015 - Sept 2016Trainee-Focus on sales of payroll-deductible products, banking products and sustainable performance.-Support in the marketing of financial products such as insurance, credit card, capitalization bonds and credit lines.- Analyze, control and check documents, evaluate and meet customer needs.-Knowledge of a bank branch and other products such as consortium, financing and private pension plans.- Constant training (On The Job, E-Learning and others) deepening knowledge.- Periodically monitoring results and performance.-Elegible in all stages of the stage with an average of more than 120% of production. Show less

Bank of Brazil
Sept 2016 - Sept 2018Comercial agent- Focus on sales and customer satisfaction.-Open personal accounts, customer service, marketing of banking products, investments, negotiations and renegotiations.-Focus on the result.-Development of sales strategies, in order to overcome goals proposed by commercial management.-Execution of commercial actions with emphasis on new business and relationship with customers.-Development and improvement of knowledge through e-learning courses and on the job.

Itaú Unibanco
Sept 2018 - Sept 2024Corporate portfolio management, relationships, business, visits and high performance. Gestão, Liderança, Relacionamento, Auditoria, Negócios, Planejamento, Visitas, Alta Performance, Cobrança. - Focus on sales and customer satisfaction.-Open personal accounts, customer service, marketing of banking products, investments, negotiations and renegotiations.-Focus on the result.-Development of sales strategies, in order to overcome goals proposed by commercial management.-Execution of commercial actions with emphasis on new business and relationship with customers.-Development and improvement of knowledge through e-learning courses and on the job. - Focus on sales and customer satisfaction.-Open personal accounts, customer service, marketing of banking products, investments, negotiations and renegotiations.-Focus on the result.-Development of sales strategies, in order to overcome goals proposed by commercial management.-Execution of commercial actions with emphasis on new business and relationship with customers.-Development and improvement of knowledge through e-learning courses and on the job.
Business relationship manager
Sept 2023 - Sept 2024Uniclass Relationship Manager
Jan 2023 - Sept 2023Commercial Agent II
Nov 2019 - Jan 2023Comercial Agent
Sept 2018 - Nov 2019

Obramax
Sept 2024 - nowGerente de Expansão ComercialFaço parte do Grupo Adeo ( Uma Multinacional Francesa de grande porte ), Tenho como rotina Gestão Comercial, Gestão de Equipes, Liderança, Gestão de Projetos, Pesquisa de Mercado, Planejamento Estratégico, Compras, Auditoria, Controladoria, Relacionamento, Negócios, B2B, Gestão de Estoque, Contratação, entre outras atividades pertinentes para o crescimento da empresa e satisfação de nossos clientes.
Licenses & Certifications
- View certificate

ADEO Leadership Model Training
BealinkJan 2025 
FBB310 - Product Suitability for the Customer - Suitability
INFI-FEBRABANJun 2018- View certificate

Financial Mathematics using the HP 12C
Fundação BradescoMar 2016 - View certificate

Technical Support
GoogleMay 2025 - View certificate

Balance Sheet Analysis
Fundação BradescoMar 2016 - View certificate

Leadership and Communication
Harvard UniversityMay 2025 - View certificate

CPA 20
ANBIMAJun 2017 
Balanced Scorecard - Strategic Management
IBS - International Business School AmericasJun 2020
Negotiation and formation of the contract
Fundação Getulio VargasMay 2020- View certificate

CPA 10
ANBIMAJul 2014
Honors & Awards
- Awarded to Lucas SantosAbove Expectations Itaú Unibanco Jul 2022 Recognition for the best performances, results and highlights among all existing units.
- Awarded to Lucas SantosGERA 2021 Champion - Patos De Minas-MG Itaú Unibanco Mar 2022 AGIR Program: International recognition for the best performances, results and highlights among all existing units. 3rd consecutive year contributing to this achievement.
- Awarded to Lucas SantosAGIR 2020 Champion - Patos De Minas-MG Itaú Unibanco Mar 2021 AGIR Program: International recognition for the best performances, results and highlights among all existing units. 2nd consecutive year contributing to this achievement.
- Awarded to Lucas SantosAbove expectations Banco Itaú Unibanco Oct 2019 Featured in the Career Trails program, being one of the best placed in the region. Recognition of talents and meritocracy at Itaú.
- Awarded to Lucas SantosGO FOR IT Itaú Unibanco May 2019 Recognition for the best performances, results and highlights among all existing units.
- Awarded to Lucas SantosAGIR 2018 Champion - Paracatu-MG Itaú Unibanco Apr 2019 AGIR Program: International recognition for the best performances, results and highlights among all existing units.
- Awarded to Lucas SantosAgency with the largest volume of loan contracts - Ituiutaba-MG Banco Mercantil Do Brasil Mar 2018 Nationally recognized for my high sales performance, standing out for the significant volume of contracts signed throughout Brazil.
Volunteer Experience
Voluntary
Issued by Instituto Fazer o Bem Faz Bem on Jan 2016
Associated with Lucas Santos
Languages
- enEnglish
- poPortuguês
- esEspanhol
- frFrancês
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