Caio Cappelletti Email & Phone Number

Miami, Florida, United States

Miami, Florida, United States

To provide costumers with exclusive financial services and products. Manages accounts, increases revenue and improves profitability by conducting business development activities to secure customers.Ability to manage multi-tasks accurately.Key Accomplishments: • Results of portfolio under management and identify the goals and needs of each customer.• Monitor scenarios and market prospects, acting proactively with customer’s portfolio.• Knowledge of Bank policies and products.• Guide, inform and analyze customer documentation for the account opening process.• Assist customer in all operations inherent to their checking account, online access and credit card.

Miami, Florida, United States

To offer the costumers the highest quality services and products, as well as satisfy their needs. Taking care of their interests and focus on solving problems. Prospecting new customers;Manage and keep updated the entire documents. Maintain proper control of received documents, verifying and taking necessary actions. Assist customers in an ethical, professional, empathetic manner, satisfying their wishes and needs in accordance with the bank’s codes of conduct. Contact customers immediately and answer their questions and complaints promptly. Keep customers informed and up to date on account activities and investments and maintain good relationship and respect with employees and others.

Miami/Fort Lauderdale Area

Provide excellent customer service to internal and external customers while performing bank transactions and services;Accurately process all teller related transactions such as account deposits, check cashing, selling of cashier’s checks, mortgage or any type of loan or credit card payment, while ensuring proper endorsement and following the bank’s policies and procedures;Process ATM transactions including Night Depository, if applicable;Balance cash drawer (TCR) and branch vault on a daily basis and maintain cash limits set by management and process all teller, compliance and accounting required paperwork;Perform various accounts services such as balance inquiries, account maintenance such as address change, debit card orders, credit card application, among others;Build and expand quality consumer and/or corporate customer relationships by performing outbound calls and attending outside events, and through individual and team product sales, cross-selling and referrals to specialized areas;Sell and service all bank’s products and services, to include personal and business account opening, while reaching and/or exceeding the monthly goals established by the bank’s management;Actively support team to ensure that customer expectations and company goals are obtained while assisting with the training and mentoring of new associates;Maintain reports, records and documentation ensuring complete, accurate and concise records are kept.

169 Miracle Mile

To provide support to commercial area and our clients, managing the account on operational tasks requests, client data maintenance and client support.Provide monitoring for Client Data between both units BBFI and BBFB.Serves customers by providing product and service information, resolving products and service problemsAbility to provide customer service over the phone, in person, and through Online Chat.Provide customers with training on the different Electronic Services the bank offersKnowledge on the ATM, and Debit Card process

São Paulo Area, Brazil

Creator, marketer, and distributor of bridal products; leading the industry segment in Brazil, employing over 450 people with annual revenues exceeding $90M. Wholesale Commercial Director (2009 – 2018) Serviced a portfolio of 1K+ clients, oversaw distribution of six brand names, and collaborated with managers to identify issues to design effective plans to improve key sales metrics. Directed and coordinated commercial staff throughout the region; hired, onboarded, trained, and terminated associates, oversaw fiscal, administrative, and operational functions of the wholesale division, and launched branding events to launch and promote brand identity. Key Accomplishments: • Produced effective pre-launch and branding events, enabling the invoicing orders up to 6 months in advance from the arrival of the products and significant growth in valorization of brands. • Met key performance objectives, increased the number of active clients while meeting all sales goals, and directed post-sales and telemarketing campaigns to ensure a professional and high quality customer experience. • Controlled expenses while utilizing demonstrations to generate an atmosphere of anticipation and excitement, leading to 30% increase in average revenue year over year, 20% increase in items sold, and 25% savings in production expenditure.

São Paulo Area, Brazil

Directed all daily sales, administrative, and operational functions for up to 12 stores; supervised merchandising, inventory management, staff budgeting, analyzed relative sales data, and guided customers service experience throughout the sales process. Effectively developed onboarded and trained highly-skilled service team while effectively negotiating Profit Sharing Results with seamstresses and trade unions. Key Accomplishments: • Organized and participated in product launch fairs and parades, played integral role in achieving 10% growth in sales year over year. • Significantly increased average customer satisfaction ratio over 90%; earned a reputation for customer service excellence and strong leadership skills, eventually leading to promotion. • Created and activated effectual stock control tool to increase sales performance and product leases while consequently decreasing expenses.

Masters Of Business Administration, Business Management, Business/Managerial Economics

Entrepreneurship, Business Administration, Management And Operations

Bachelor Of Science, Economic Sciences, Accounting & Administration, Business Administration And Management, General

Advanced, English Language And Literature, General

Finance, General

Uniform Securities State Law Examination