Luis Tomaz

Luis Tomaz Email and Phone Number

Banker - General Manager | Banking | Financial Products and Services | Customer Service | Commercial Manager | Insurance @ Caixa Econômica Federal
distrito federal, brazil
Luis Tomaz's Location
Lisbon, Lisbon, Portugal, Portugal
About Luis Tomaz

I am a results-oriented professional, and my career path was built and consolidated in business and financial services in a large public bank in Brazil, Caixa Econômica Federal. Enthusiastic about innovation, my differential is in agile thinking, resolving capacity and winning spirit!✔ 17 years of experience in the financial market, in baking sector. Career with expressive results and projection, in management positions, focusing on business development and leverage, offering products and services, operational administrative control, management of indicators, and goals achievement.✔ Success in building and developing public and private partnerships and commercial articulation with different market sectors. Presents innovative and customized solutions, aiming at better business profitability and financial sustainability of the client.✔ Leadership and development of multidisciplinary teams, focusing on skills, collaboration, and high performance. Decision-making, relational, negotiating profile, high sense of urgency, strategic and commercial focus, used to environments of high pressure and challenging goals. ✔ European Citizen - Dual nationality - Brazilian and Portuguese ✉ asmaluan@uol.com.br• Graduation in Accounting - UFRJ - Federal University of Rio de Janeiro / Brazil - 2021 / present• Master in Business Management - FGV Brazil | South Carolina State University / USA - 2015• Graduation in Law - UFRJ - Federal University of Rio de Janeiro / Brazil - 2004• English (fluent), Spanish (fluent) and Portuguese (native)MS Office - Excel, PowerPoint and Word | SAP | Andima 20 Professional Certification | Andima 10 Professional Certification

Luis Tomaz's Current Company Details
Caixa Econômica Federal

Caixa Econômica Federal

View
Banker - General Manager | Banking | Financial Products and Services | Customer Service | Commercial Manager | Insurance
distrito federal, brazil
Website:
caixa.gov.br
Employees:
39256
Luis Tomaz Work Experience Details
  • Caixa Econômica Federal
    General Manager
    Caixa Econômica Federal 2013 - Present
    • Responsible for the commercial, operational, and administrative management of the agency. Coverage of business areas, financial operations, investments, products and services, customer service, ATM operations, and physical infrastructure.• Management and development of the agency's client portfolio (physical and digital), identifying and generating business opportunities, definition and implementation of strategies to leverage sales, indicators management, after-sales follow-up… Show more • Responsible for the commercial, operational, and administrative management of the agency. Coverage of business areas, financial operations, investments, products and services, customer service, ATM operations, and physical infrastructure.• Management and development of the agency's client portfolio (physical and digital), identifying and generating business opportunities, definition and implementation of strategies to leverage sales, indicators management, after-sales follow-up, collection and application, and monitoring of loyalty.• Negotiations directly with large companies in high-value businesses, including the recovery of customers and inactive accounts.• Product portfolio management (insurance, investments, savings, consumer credit, home loans, auto loans, leasing, bank overdrafts, cards, private pension (retirement), in addition to financial products and solutions for business accounts such as credit for support to Treasury, credit for investment support and credit by subscription.• Worked in several branches (branches) in the city of Rio de Janeiro, managing retail, corporate, and business.• Responsible for all the financial results of the agency, managing the team of account managers and business assistants, supporting the strategies and implementation of commercial actions.• People management and development, including participation in the recruitment and selection of new employees.• Coordination of the agency's operational structure, administration of service providers (security, cleaning, supply, general services, facilities), ensuring excellence and high standards of quality and customer service;• Management of agency productivity and profit reports, analysis of budget deviations, calculation and analysis of monthly KPIs and participation in process audits;• High performance and achievement of goals (100%), in the first half of the 2021, 2020 and 2019. Show less
  • Caixa Econômica Federal
    Account Manager | Customer Manager
    Caixa Econômica Federal 2007 - 2013
    Rio De Janeiro, Brazil
    • Account management and customer portfolio for individuals (private customers) and legal entities (businesses), identifying business opportunities, prospecting and attracting new customers and accounts, offering products and services, and managing customer relationships.• Development of sales campaigns for different products according to the strategy and defined goal;• Visits to corporate clients, preparation of various proposals, negotiation and loyalty actions.
  • Caixa Econômica Federal
    Business Assistant | Banking Technician
    Caixa Econômica Federal 2005 - 2007
    • Account management and customer portfolio for individuals (private customers) and legal entities (businesses), identifying business opportunities, prospecting and attracting new customers and accounts, offering products and services, and managing customer relationships.• Development of sales campaigns for different products according to the strategy and defined goal;• Visits to corporate clients, preparation of various proposals, negotiation and loyalty actions.
  • Pontes Dias & Piraino Advogados
    Lawyer
    Pontes Dias & Piraino Advogados Jul 2004 - Apr 2005
    Rio De Janeiro, Brazil
    • Customer service, analyzed cases and recommended the necessary procedures.• Offered support throughout several legal processes, participated in meetings to discuss the process with partners, assistants, researchers and support staff, to discuss the various paths of the processes.• Referral of lawsuits to the courts, following their progress in all instances, promoting investigations, preparing defenses and allegations;• Participated in hearings and trials, questioning witnesses… Show more • Customer service, analyzed cases and recommended the necessary procedures.• Offered support throughout several legal processes, participated in meetings to discuss the process with partners, assistants, researchers and support staff, to discuss the various paths of the processes.• Referral of lawsuits to the courts, following their progress in all instances, promoting investigations, preparing defenses and allegations;• Participated in hearings and trials, questioning witnesses and arguing with the judge. Show less
  • Inovacard Adm Cartão De Crédito Ltda
    Call Center Supervisor
    Inovacard Adm Cartão De Crédito Ltda Jun 1999 - Jul 2001
    Rio De Janeiro, Brazil
    • Customer service to recover overdue invoices• Billing schedule and customer service supervision with a focus on quality• Monitor service calls• Use of CRM to manage assigned tasks• Analysis of the team's recovery rates coordinating the performance of employees• Measurement of performance and analysis of results• Application of performance evaluation and feedback

Luis Tomaz Education Details

Frequently Asked Questions about Luis Tomaz

What company does Luis Tomaz work for?

Luis Tomaz works for Caixa Econômica Federal

What is Luis Tomaz's role at the current company?

Luis Tomaz's current role is Banker - General Manager | Banking | Financial Products and Services | Customer Service | Commercial Manager | Insurance.

What schools did Luis Tomaz attend?

Luis Tomaz attended Fgv, South Carolina State University, Federal University Of Rio De Janeiro, Federal University Of Rio De Janeiro.

Who are Luis Tomaz's colleagues?

Luis Tomaz's colleagues are Rosângela Cunha, Rayane Soeiro, Paulo Andreon, Carlos Jr, Alex Sander O., Andre Pinheiro🏳️‍🌈, Ana Amélia Bernardes Garcia Paranhos, Cfp®.

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