Lucas Santos

Lucas Santos

Apprentice

Followers of Lucas Santos6000 followers
location of Lucas SantosDublin, County Dublin, Ireland

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  • Timeline

  • About me

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

  • Education

    • Centro Universitário de Caratinga - Unec

      2022 - 2026
      Agronomy
    • Pontifical Catholic University of Minas Gerais

      2018 - 2019
      Master of Business Administration - MBA People Management with Emphasis on Organizational Leadership
    • Brazilian Training Institute - IBF Pós

      2020 - 2021
      Master of Business Administration - MBA Financial Management, Controllership and Audit Executive
    • Northern University of Paraná

      2014 - 2017
      Bachelor degree Business Administration and Management, General
  • Experience

    • Forums Desembargador Newton Ribeiro Da Luz

      Aug 2010 - Jul 2011
      Apprentice

      I 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 2015
      Manager

      -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 2016
      Trainee

      -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 2018
      Comercial 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 2024

      Corporate 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 2024
      • Uniclass Relationship Manager

        Jan 2023 - Sept 2023
      • Commercial Agent II

        Nov 2019 - Jan 2023
      • Comercial Agent

        Sept 2018 - Nov 2019
    • Obramax

      Sept 2024 - now
      Gerente de Expansão Comercial

      Faço 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

    • ADEO Leadership Model Training

      Bealink
      Jan 2025
      View certificate certificate
    • FBB310 - Product Suitability for the Customer - Suitability

      INFI-FEBRABAN
      Jun 2018
    • Financial Mathematics using the HP 12C

      Fundação Bradesco
      Mar 2016
      View certificate certificate
    • Technical Support

      Google
      May 2025
      View certificate certificate
    • Balance Sheet Analysis

      Fundação Bradesco
      Mar 2016
      View certificate certificate
    • Leadership and Communication

      Harvard University
      May 2025
      View certificate certificate
    • CPA 20

      ANBIMA
      Jun 2017
      View certificate certificate
    • Balanced Scorecard - Strategic Management

      IBS - International Business School Americas
      Jun 2020
    • Negotiation and formation of the contract

      Fundação Getulio Vargas
      May 2020
    • CPA 10

      ANBIMA
      Jul 2014
      View certificate certificate
  • Honors & Awards

    • Awarded to Lucas Santos
      Above Expectations Itaú Unibanco Jul 2022 Recognition for the best performances, results and highlights among all existing units.
    • Awarded to Lucas Santos
      GERA 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 Santos
      AGIR 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 Santos
      Above 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 Santos
      GO FOR IT Itaú Unibanco May 2019 Recognition for the best performances, results and highlights among all existing units.
    • Awarded to Lucas Santos
      AGIR 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 Santos
      Agency 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
      Instituto Fazer o Bem Faz BemAssociated with Lucas Santos