João Rocha Email & Phone Number

· Responsible for the management of 7 employees, being responsible for the daily planning of their assigned tasks and time management;· Daily control inherent to the branch, performing analysis of significant movements and refused movements;· Responsible for managing the branch's client companies, regarding credit products;· Preparation of weekly meetings with the team to check results, ensuring that the pre-established goals are being met;· Elaboration of strategies and action plans aiming at continuous improvement;· Encouraging training, always trying to understand the limitations of each employee.

· Management of a client portfolio of about 400 people, focusing on private customers;· Link between the client and the bank;· Promotion of several investment products;· Preparation of credit proposals and presentation of the technical opinion regarding them;· Commercialization of financial and non-financial insurance products.

· Management of deposits and withdrawals;· Treasury management;· Preparation of credit proposals for private customers and companies;· Commercialization of financial and non-financial insurance products;· Investment management, in the area of private customers;· Telephone contact, acting as a commercial agent.

· Accounting entry associated with companies;· Direct contact with customers and receipt of documents;· VAT reimbursement.