Cristiane Danielli Email & Phone Number

Coquitlam, British Columbia, Canada

Providing support to the branch manager and empowering a proactive sales and service workforce that engages customers. Also participating in special projects, committees,implementation teams and other related assignments as required for operational,cross-divisional, or corporate initiatives. Responsibilities include: leading thecustomer and financial service teams, guided by values, purpose, and vision;facilitating and promoting sales and service excellence at the branch and acrossbusiness units; implementing a planned service delivery program to continuallyimprove customer experience; monitoring and addressing the daily operationaland administrative needs of the branch.

Vancouver, British Columbia, Canada

✔ Working to expand relationships with members, and over time source and obtain business from the immediate family and relatives of those members. ✔ Seeing members and providing high quality core banking, lending, and investment solutions and liaises with other teams within the branch network to better serve our members. ✔ Responsible for own book of clients with lending needs and investments. Delivering sales, growth and retention objectives in core banking, deposits, lending and investments.✔ Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the specialized respective channels. ✔ Referring sound insurance and investment knowledge to specialist partners as applicable.

As one of the Chairs of Coast Capital Savings Pride and Inclusion Network "PIN", we are responsible for developing and delivering internal pride learning and networking events. The purpose is to champion the voice of our LGBTQ+ community within Coast, both employees and members to remove visible or invisible barriers to make our environments more safe and inclusive for all. My personal role is to be an active leader in external events and organizations representing Coast to build brand awareness within the LGBTQ+ community and internally to help the team with commitments for yearly events.

Vancouver E Região, Canadá

✔ Helping the Manager Member Services , to coordinate the needs of the branch and achieve the team’s goals.✔ Provide and exceed customer’s expectations with their banking needs.✔ Coach the team of Member Service Representatives in developing their sales skills, building effective relationships and embracing the purpose, mission, values, brand and business practices of Coast.✔ Responsible in achieving sales, growth and profitability across each area of business by creating a high-performing team by selecting, engaging, developing and retaining the best performers.✔ Responsible for ensuring efficient cash management and to oversee all security related matters in keeping with Coast Capital’s standards.

North Vancouver

Business Management courses taken:✔ Leadership in Teams ✔ Business Policy and Strategy ✔ Advanced International Interactions✔ Advanced Topics in Cross-Cultural Business ✔ Project Management ✔ Cross Border Issues in Strategic Human Resource Management ✔ North American Law and Finance ✔ Strategic Management, Value Chain and Social Sustainability✔ Branding and Innovation✔ Marketing Strategies and Decisions✔ Negotiation Skills

Jataí Area, Brazil

✔ Responsible for Mortgages applications and approvals inside the guidelines provided to the branch.✔Provided coaching to sales staff in lending and investments and additionally approved deals up to certain limits within the branch. ✔ Identified and provided solutions for operational and service issues that negatively impacted customer and sales excellence. ✔ Expertly managed teams, organized schedules, delegated responsibilities and administrated branch expenses.✔ Mitigated financial and operational risk exposure by improving employee knowledge, awareness and compliance of applicable policies, guidelines and controls. ✔ Coached teams to optimize the customer experience and encouraged them to meet or exceed customer expectations.✔ Experienced in recruiting, training and for promoting the goals of improving the employee experience through leading/coaching and participating in positive work environment.✔ Managed customer issues and complaints with HSBC products and services. ✔ Responsible to achieve business results related to operational excellence, compliance issues, employee scheduling, product sales and organizational policies. ✔ Responsible for the cash management within the branch.✔ Responsible for opening and closing procedures following the bank policies and procedures.

Primavera Do Leste

✔ Responsible for keeping track of cash deliveries.✔ Responsible for maintain the compliance and regulations of the bank, reporting to the manager all procedures.✔ Responsible for accounting within the branch.✔ Responsible for cash management. Balance currency, and checks in cash drawers at ends of shifts and calculate daily transactions. ✔ Identified transaction mistakes to minimize branch losses.

Primavera Do Leste

✔Approached customers about their initial debt situation and provided solutions according to their financial possibilities.✔Worked with costumers to determine priority payments.✔Preparing monthly payment plans for customer according to their needs.✔Responsible for following up late payments with customers and provided open communication with them as their debt situation changes.✔Managed relevant financial documents/contracts✔Advised customers on issues such as financial planning/ budgeting/ money management.✔Provided support for customers through the process of bankruptcy.

Primavera Do Leste Mt

✔ Responsible for own book of clients with credit solutions needs and providing high quality advice for these clients.

Primavera Do Leste Mt

✔ Responsible for own book of clients with lending needs and investments. Delivering sales, growth and retention objectives in core banking, deposits, lending and Mutual Funds.✔ Uncovering and referring complex investment needs, personal insurance, small business needs or mobile needs to the specialized respective channels. ✔ Referring sound insurance and investment knowledge to specialist partners as applicable.

Primavera Do Leste Mt

✔ Responsible for account services to customers by receiving deposits and loan payments, cashing checks, withdrawals, and answering questions in person or on telephone.

North American Business Management, Post Baccalaureate In Business Management

Business management

Law, Law

★Courses taken: ►Constitutional Law ►Civil Law ►Criminal Law ►Labor Law ►Consumer Law ►Ethics

Bachelor Of Business Administration (B.B.A.), Business

★Courses taken: ►General psychology ►Theory of knowledge ►General sociology ►Private and Public Law ►Research methods applied.