Training and developing account managers to support operations and increase efficiency for the third sector. 5 years helping and improving services for charities.
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Account ManagerElovate CharityMaidenhead, Gb -
Office ExecutiveElovate Charity Jun 2022 - PresentSlough, England, United Kingdom -
Accounts SupervisorTelebank Limited Jul 2021 - Jun 2022Slough, England, United Kingdom -
Accounts AssistantTelebank Limited Feb 2020 - Sep 2021MaidenheadProvides support to the Accounts Department and the business leaders ensuring all inputting, recording and reporting of financial transactions are managed appropriately and in a timely manner.• Responsible and accountable for the data entry, preparation and dispatch of sales invoices, as well as answering customer’s queries.• Responsible for the data entry purchase invoices, credit card reconciliation and expense receipts• Responsible for credit control and chasing up outstanding invoices• Performs all reconciliation of income and expenses from the bank statements, including sales ledger and purchase ledger• Responsible for managing the suppliers, customers and general ledgers.• Maintaining all records, receipts, invoices, payments and all reconciliation -
Postal WorkerRoyal Mail Sep 2015 - Apr 2019Maidenhead, BerkshireRoyal Mail is a FTSE100 organisation, one of the oldest companies based in UK, providing the connections to the companies, customers, communities.As postwoman it does requires several duties, including administrative tasks inside the local office. Sorting and ordering the deliveries in the local office in Maidenhead. Handle the electronic devices to collect signatures and control the round. Delivering letters and parcels in different methods (van, bags, trolleys). Getting involved with the local community for the covering area for the deliveries. -
Personal Account Manager - PersonnaliteBanco Itaú Sep 2012 - Oct 2013São Paulo E Região, BrasilItaú Unibanco is the largest financial conglomerate in the Southern Hemisphere and is the 10th largest bank in the world by market value, I was assigned to the Itau Personnallité premium segment, in a high street branch and managed personal accounts in a wealthy region in São Paulo. Maintain a premium customer portfolio, in high level services and deliveries. Selling financial products, loans, mortgages, investments, credit cards, savings accounts, insurance, etc to reach the branch and business units goals.Building relationships with customers, dealing with queries and complaints. Visiting personal and business customer. Identifying customer needs and checking business opportunities.Provide general administrative support.Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. -
Account ManagerBanco Santander Mar 2010 - Sep 2012São Paulo E Região, BrasilSantander Group is largest bank in the Eurozone by market value. The Santander Brazil is the fifth largest commercial bank in the country by assets and its largest division in Latin America and one of the world's most important, accounting for 30% of the total profit of the group. As Personal Banking Manager for Van Gogh segment (Premium market segment) for a wealthy region covering the most important high tech corporations in São Paulo.Setting and achieving targets on financial products sales, specially in new relationships and mortgages. Providing help and advice to customers, and monitoring a pool of 500 customers.Focused in building new relationships and maintaining relationship with key clients, delivering high quality service to a wealthy pool of customers.Responsible for increasing the house mortgage numbers in the branch trough new partnerships created. -
Account ManagerBanco Santander Oct 2009 - Mar 2010São Paulo E Região, BrasilMonitoring a pool with 1200 customers, helping and advising them, offering the suitable product for each individual need. Establishing budgets in sales, with different products: loans, accounts, insurance, investments, cards, mortgage, etc. Dealing with queries and complaints, managing and solving problems and conflicts with the clients. Meet time deadlines in sales, following the procedures and rules. Collect customer's information to create and develop new business. Attending meetings with clients. Focused in increase the number of customers, and improve the service quality. -
Branch CoordinatorBanco Santander Oct 2007 - Oct 2009São PauloFollow up the operational processes, supervising the operations and back office activities in the branch, supporting the branch manager.Directly responsible for monitoring and facilitating all monetary transactions in accordance with bank policy, inquiring contracts and accounts forms and documentation. Checking processes in accordance with regulations and keeping records organised to audit purposes.Provides training and guidance to staff and cashier to ensure transactions are processed accurately and efficiently. Ordering cash, filling up ATM machines, maintaining and organising the branch, and ensuring the Daily Operations.Responsible for customers service, to resolve and respond the complaints appropriately. -
CashierBanco Santander Oct 2004 - Oct 2007São Paulo, BrazilProcessing transactions, attending customers, cash handling, advising customers.Balance currency, checks and coins, and calculate daily transactions, cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds.Compare signatures, photos and ID to verify customers.Explain, promote, or sell products or services such as travellers' checks, savings bonds, money orders. Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges.Organize and restock workstation with supplies.
Bruna Perini Skills
Bruna Perini Education Details
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Instituto Educacional StagiumInformation Technology -
Instituto Educacional StagiumGce As Level
Frequently Asked Questions about Bruna Perini
What company does Bruna Perini work for?
Bruna Perini works for Elovate Charity
What is Bruna Perini's role at the current company?
Bruna Perini's current role is Account Manager.
What schools did Bruna Perini attend?
Bruna Perini attended Universidade De São Paulo, Universidade Santo Amaro - Unisa, Instituto Educacional Stagium, Instituto Educacional Stagium.
What skills is Bruna Perini known for?
Bruna Perini has skills like Sales Management, Customer Service, Banking, Portuguese, Financial Markets, Credit, Credit Risk, Risk Management, Team Leadership.
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