Thaís Valente Email & Phone Number

Boston, Ma, Us

Medford, Massachusetts, United States

•Provided personalized financial advice and solutions to clients, resulting in increased satisfaction and retention rates.•Managed a portfolio of client accounts, processing transactions and ensuring accuracy and compliance with banking regulations.•Achieved and exceeded sales targets by effectively cross-selling banking products and services based on client needs and preferences, including CDs, Money Market, Checking, Savings and Business Accounts. •Cultivated strong relationships with clients through regular communication and proactive outreach, leading to increased referrals and business growth.•Resolved client inquiries and concerns in a timely and professional manner, earning a reputation for exceptional customer service.•Collaborated with internal teams to streamline processes and improve overall efficiency in account management and customer service delivery.•Stayed updated on industry trends, regulations, and product offerings to provide informed recommendations and support to clients.•Participated in community events and networking activities to promote the bank's brand and attract new clients.

Boston, Massachusetts, United States

• Collaborated with faculty to design Learning Community curriculum and assignments that align withmulticultural goals, while actively contributing to the recruitment and expansion of the mentors’ program.• Offered tailored support to students during their college transition, emphasizing academic planning, timemanagement, and campus resource utilization.• Led and motivated team of 15 mentors, fostering a collaborative and high-achieving environment toenhance students’ outcomes.

• Offered comprehensive life and business coaching to clients, showcasing strong communication andnegotiation skills to drive client success.• Conducted SWOT (strengths, weaknesses, opportunities, and threats) analysis to optimize pricing, resulting in a noteworthy 20% increase in client profits within the filmmaking industry.• Implemented standardized operating procedures (SOPs), leading to a substantial 25% reduction indelinquency rates for a publicity agency.• Successfully resolved conflicts and facilitated internal and external negotiations, contributing to businessgrowth, nurturing positive client relationships, and promoting a harmonious working environment.

Boston, Massachusetts, United States

• Participated in a cultural immersion program, acquiring valuable skills in time management, organization,and communication, while improving English proficiency and demonstrating ability to integrate into amulticultural environment and work with diverse groups.

São Paulo, Brazil

• Successfully negotiated with clients, leading to debt recovery, and improving cash flow while maintainingstrong client relationships with a customer base exceeding 10,000 companies.• Provided comprehensive support for finance operations, including billing, invoicing, and logistics support, while assisting tax calculations and contributing to auditing preparations and document organization.• Managed cash flow, performed credit analysis, and conducted bank reconciliations, showcasing robustfinancial acumen. Submitted weekly financial reports to leaders and executives.

Associate Of Arts - Aa, Psychology

• Knowledge and understanding of the different principles and concepts of Psychology (foundational knowledge) • The ability to apply.

Postgraduate Degree, English/ Portuguese Translation

Activities and Societies: Techniques and tools for technical and literary translation - English/Portuguese. Related Coursework: Grammar.

Life Coaching

AC®️ - Association For Coaching EMCC®️ - European Mentoring & Coaching Council IAC®️ - International Association Of Coaching PCA®️.

Master Of Business Administration - Mba, Financial Management And Controller

Activities and Societies: The MBA in Finance aims to expand the participant's ability to understand, master, and apply contemporary.

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Activities and Societies: The BBA contributes to the training of administrators through the transmission, analysis and questioning.

Technician, Executive Secretariat

Activities and Societies: The SECRETARIAT TECHNICIAN is the professional who assists executives in carrying out their duties, managing.