Sofia Teles Email and Phone Number
Sofia Teles work email
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Sofia Teles personal email
Seasoned Cash Management professional with 21 years of experience in client service, team leadership, and strategic planning in the Banking Industry. Committed to operational excellence, enhancing client satisfaction, and fostering innovative cash management solutions.Proven track record in building high-performing teams, strong client relationships, and efficient processes to achieve goals. Senior Banking leader for Bank of America, Truist Bank, and BNPParibas – CIB, serving large corporate clients in 10 European countries. Eager to leverage expertise in financial services for success and growth.
Bnp Paribas Cib
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Head Of Cash Management Client ServiceBnp Paribas Cib Jun 2022 - PresentLisbon, PortugalLeadership and Team Development: Lead a team of 65 cash management client service professionals, enhancing knowledge and skills while developing training programs and establishing KPIs, resulting in 96% client satisfaction and reduced staff turnover to 5%.Client Relationship Management: Serve as the primary contact for large corporate clients in 10 European countries, conducting regular meetings to assess needs, presenting solutions, and overseeing the resolution of complex cash management issues.Strategic Planning and Execution: Formulate and implement strategic vision, identifying opportunities to expand services, improve efficiency, and enhance client experiences.Product and Service Development: Collaborate with product teams to create and refine cash management products, lead initiatives for new technologies, and monitor industry developments to maintain a competitive edge.Operational Oversight and Risk Management: Implement processes for transaction accuracy, security, and compliance, conduct reviews to identify best practices, and manage risk by assessing client accounts proactively.Cross-Functional Collaboration: Work with sales, IT, compliance, and operations teams for seamless service delivery, participate in cross-departmental projects, and act as a liaison between clients and internal teams for clear communication. -
Senior Financial Center ManagerBank Of America Dec 2020 - May 2022Boca Raton, Florida, United States- Manage high-volume financial center in south Florida and serve as the digital champion of the market with above targeted results and low variability within one month of new responsibility- Train new leaders in the financial center for the South Palm Beach market -
Senior Financial Center ManagerBank Of America Sep 2019 - Dec 2020Manhattan, New York, United States- Lead high-profile financial centers in Manhattan, NY through Covid-19, demonstrating high level of flexibility and adaptability to unprecedented environments, achieving the highest level of customer experience and sales results -
Senior Financial Center ManagerTruist Aug 2017 - Sep 2019Heathrow, Florida, United States- In charge of all bank operations, including hiring, coaching, scheduling, and supervision of staff up to 8 employees. Responsible for all sales, operational, and customer service results- Led the Financial Center to the Top 1% of the Franchise, with YTD results in sales, operations, and customer service above 150% of goal in 2018- Winner of the “Annual Excellence Performance Award” for 2018- Selected to be Small Business Champion for the Orlando market, leading peers to unprecedented results in new acquisitions through successful outbound sales strategies and participation in community events (purposeful networking)- Improved client base deposits 15% in 2019, from 98 million to 112 million, through successful partnerships with Investment & Wealth Management partners -
Senior Financial Center ManagerBank Of America Mar 2003 - Aug 2017Orlando, Florida- Successfully managed a large Financial Center with a staff of 14 employees and 3 in-house partners (Merrill Lynch financial advisor, business banker, and mortgage broker)- Recipient of the “National Award of Excellence” as a financial center manager- Recognized for Top Performing results through partnerships with Merrill Lynch and business banking- Invited to represent the market as Sales Champion, leading weekly conference calls, delivering skill builders, and supporting peers through challenging financial markets with top performing results for the state of Florida- Doubled the number of sales representatives on the floor due to consistently exceeding quarterly sales goals
Sofia Teles Education Details
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Finance And Financial Management Services -
Catholic University Of LisbonShe Leads Leadership Program -
Nova College Of Business & EconomicsExecutive Leadership Program
Frequently Asked Questions about Sofia Teles
What company does Sofia Teles work for?
Sofia Teles works for Bnp Paribas Cib
What is Sofia Teles's role at the current company?
Sofia Teles's current role is Head of Cash Management Client Service.
What is Sofia Teles's email address?
Sofia Teles's email address is so****@****ica.com
What schools did Sofia Teles attend?
Sofia Teles attended Universidade Lusófona De Humanidades E Tecnologias, Catholic University Of Lisbon, Nova College Of Business & Economics.
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