Leonardo Leme Email & Phone Number

São Paulo, Brazil

São Paulo, São Paulo, Brasil

São Paulo, Brazil

Active monitoring of CSAT surveys to identify and implement improvements that increase customer satisfaction. Utilization of HubSpot and Microsoft CRM to efficiently handle requests via WhatsApp and email. Management of critical cases on Reclame Aqui, applying feedback to enhance the customer experience and optimize internal processes. Providing personalized guidance on investments in real assets and alternative opportunities. Collaboration with internal teams to improve customer service procedures, using Pipefy and post-sales strategies to ensure effective solutions and a positive experience.

São Paulo, São Paulo, Brazil

Management of a portfolio of corporate clients, including multinational companies and the public sector, maintaining strategic relationships. Guidance in account opening and conducting meetings to clarify procedures and fees. Acting as a focal point for record updates and resolving issues related to self-service channels. Monitoring credit operations and ensuring effective communication with all involved parties. Collection of pending documents to ensure regulatory compliance. Development of strategies to optimize processes and enhance customer service efficiency. Implementation of solutions to address complex issues and ensure customer satisfaction in all interactions.

Sao Paulo, Brazil

Onboarding of individual and corporate clients, ensuring documentary compliance and information integrity. Implementation of anti-fraud measures and anti-money laundering protocols. Management of cases in Zendesk for cryptocurrency transactions, ensuring efficient resolution. Administration of complaints on Reclame Aqui, resulting in the achievement of the RA 1000 Seal. Support on social media (Facebook, Instagram, YouTube, Twitter, LinkedIn), promoting effective communication with clients. Personalized service to high-net-worth clients in the OTC market via WhatsApp and international support through Telegram.

Sao Paulo, Brazil

Strategic support to the commercial team in the prospecting and commercialization of credit, serving various corporate segments. Detailed analysis of documentation for account opening and maintenance, as well as guidance on service packages. Assistance with invoice issuance, file transmission, and protest procedures. Support in managing payroll and accounts payable, ensuring efficiency in financial processes. Collaboration in offering financial services such as cheque/duplicate discounting, working capital, and BNDES credit lines. Management of card machine receivables and their advance. Analysis of customer profiles, risk assessment, and credit classification.

Sao Paulo, Brazil

Customer triage for redirection to digital channels, promoting digitization and reducing wait times for in-person service. Active participation in the sale of banking products (capitalization, insurance, financial services), increasing sales and customer satisfaction. Detailed analysis of documentation for account opening and maintenance, ensuring compliance and accuracy. Proactive support to account holders via phone and email, resulting in higher customer retention and quick issue resolution. Supervision of document and value transport, focusing on security and efficiency. Organization of physical and digital files, ensuring easy access and integrity of records.

Post-Graduate, User Experience

Post-Graduate, Human Resources Management

Graduate, Business Administration