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.

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.

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 of the.

Technician, Executive Secretariat

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