Paulo Lopes Email & Phone Number

Greater Faro Area

Faro Area, Portugal

While serving as an Account Manager at Banco Santander Totta, I foster and strengthen professional relationships with clients by addressing individual concerns. I administer extensive client portfolio by overseeing customer service delivery processes and training employees. I design and implement impactful account management standards to build positive rapport with clients and expand customer base. I perform day-to-day customer support activities, such as opening new bankaccounts, managing multiple types of bank loans, and presenting financial investment products. I resolve clients’ issues regarding individual accounts / financial products.It is worth mentioning that I improved sales of banking products and services by developing effective sales and customerservice strategies.Related Skills: Effective Client Communication and Dealing, Team Building and Leadership, Account Management StandardsImplementation, Issues Resolution, Client Portfolio Management, Process and System Improvement

Faro Area, Portugal

Working as an Assistant Account Manager at Banco Santander Totta, I coordinated bank administration and customer service operations by scheduling work assignments and collaborating with cross-functional teams. I administered daily client service and banking functions, including deposits and check payments handling, bank documents / statement preparation. I served as a point of liaison between banking personnel and customers to maximise client satisfaction. I implemented effective cross-selling methods to accelerate sales of banking products and services. I maintained strict adherence to security and banking policy guidelines. I contributed in development and execution of account management strategies to drive significantbusiness growth within challenging environments.Related Skills: General Administration Techniques, Customer Service Management, Banking Operations Management, Long-term Relationships Building, Multitasking and Self-Management, Business Development.

Faro Area, Portugal

Process cash transactions from clients in national and foreign currencies. Provide information on the conditions and exchange rates for buying and selling foreign currencies, record all foreign exchange transactions and check for money validity.

Tavira

Make planning and distribution of warehouse goods.Supervise and control the operation of goods entering and leaving.Checking the items received.Ensuring the availability of goods as needed.Oversee the work of other warehouse staff.Make planning and monitoring reports.Planning inventory taking every month.

Education record

Activities and Societies: https://trailblazer.me/id/pclopes

High School Diploma, Highschool Diploma