Flávia Lopes Email & Phone Number

Miami, Fl, Us

Miami, Florida, United States

Manage a portfolio of clients from Patagonia Bank and Galicia Bank from Argentina and South America; Proactivelycross- sell additional products through referrals and outbound calls; Perform daily monitoring and analysis of relationship portfolio and conduct necessary actions; Perform daily customer calls according to stipulated goal; Provides excellentcustomer service to internal and external customers while performing bank transactions and servicing ;Offers loan products and assists clients with processes requirements; acts as the liaison between the customer and the loan department; Builds and expands quality consumer and/or corporate customer relationships by performing outbound calls and attending outside events, and throughindividual and team product sales, cross-selling and referrals to specialized areas; Responsable for selling and servicing all the bank's products and services, to include personaland business account opening, while reaching and/or exceeding the monthly goals established by the bank's management as well as prospect and solicit new personal and business relationships; Actively and effectively engage customer to promote portfolio growth; Perform various accounts services such as balance inquiries, account maintenance such as address change, debit card orders, creditcard application, among others ;Processes daily overdrafts and uncollected reports as well as outstanding past due credit cards; Provide guidance to processes check orders, wire transfer requests, stop payments, ATM matters, CTR processing; Responsible for accurately processing all teller related transactions such as account deposits, check cashing, sell of cashier's checks, mortgage or any type of loan or credit card payment, while ensuring proper endorsement and following the bank's policiesand procedures; Assists branch manager in delegating duties and ensuring that branch team members comply with safety and other applicable policies and procedures, laws, rules and regulations.

Miami, Florida, United States

Manage a portfolio of clients with a minimum of $50K in deposits or $500k in residential loans; Proactivelycross- sell additional products through referrals and outbound calls; Perform daily monitoring and analysis of relationship portfolio and conduct necessary actions; Perform daily customer calls according to stipulated goal; Provides excellentcustomer service to internal and external customers while performing bank transactions and servicing ;Offers loan products and assists clients with processes requirements; acts as the liaison between the customer and the loan department; Builds and expands quality consumer and/or corporate customer relationships by performing outbound calls and attending outside events, and throughindividual and team product sales, cross-selling and referrals to specialized areas; Responsable for selling and servicing all the bank's products and services, to include personaland business account opening, while reaching and/or exceeding the monthly goals established by the bank's management as well as prospect and solicit new personal and business relationships; Actively and effectively engage customer to promote portfolio growth; Perform various accounts services such as balance inquiries, account maintenance such as address change, debit card orders, creditcard application, among others ;Processes daily overdrafts and uncollected reports as well as outstanding past due credit cards; Provide guidance to processes check orders, wire transfer requests, stop payments, ATM matters, CTR processing; Responsible for accurately processing all teller related transactions such as account deposits, check cashing, sell of cashier's checks, mortgage or any type of loan or credit card payment, while ensuring proper endorsement and following the bank's policiesand procedures; Assists branch manager in delegating duties and ensuring that branch team members comply with safety and other applicable policies and procedures, laws, rules and regulations.

Miami, Florida, United States

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; 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; Buy and sell currency; Replenish ATM following stipulated limits; Perform weekly ATM audit; Perform monthly branch audits, including vault, TCR, and logs; Complete CTR and SAR as necessary; Assist in ensuring that branch team members comply with safety and other applicable policies and procedures, laws, rules and regulations, and adheres to daily Opening and Closing branch procedures; 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; Maintains full knowledge and understanding of bank policies, procedures, regulatory and compliance requirements, including BSA and others as defined by the Compliance Division and Information Security Division;

Miami, Florida, United States

High end Luxury Italian Company originates in Milan, expanding branches in the United States (Miami, New York, Chicago, Dallas); Bring out the best of branch’s personnel by providing training, coaching, development and motivation; Train and educate co sales associate; Provide feedback to higher up; Ensure that customer needs are being met; Ensuring the stores meet their sales goals; Ensuring district-wide customer satisfaction and product quality.

Miami, Florida, United States

Greets customers and makes them feel comfortable; Interacts with customers, offering assistance and responding to queries about products and purchases; Provides recommendations according to customer needs or preferences; Locates merchandise for customers and places orders, where necessary; Introduces promotions and new products to customers; Operates cash register and handles cash payments and credit card processing; Handles refunds, exchanges and returns; Documents sales by updating customer records; Stays up to date with sales trends for better service and achievement of sales; Alerts the management of potential security issues.