DANIEL FERNANDO SANTOS COSTA MONTEIRO
ARACAJU - SERGIPE
Summary
Professional Dedicated Relationship Manager with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Bank Business Analyst
BANCO DO NORDESTE DO BRASIL S.A.
06.2006 - Current
- Opened new accounts and made changes to existing accounts.
- Helped customers prepare documents required to complete transactions and process requests.
- Investigated and resolved account issues by offering applicable options to customers.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Identified customer desires and goals through needs-based sales tactics.
- Developed spreadsheet models for diverse projects and analysis.
- Advised clients on capitalization amounts, sources or timing.
- Orchestrated client-centered financial packages factoring in current market trends.
Education
BACHELOR DEGREE - Accounting And Finance
ESTACIO DE SA UNIVERSITY
ARACAJU01.2017
Skills
- Banking Document Preparation
- Sales Tactics
- Banking Standards
- Portfolio Construction
- Customer Relationship Management
- Customer Care
- Customer Feedback
- Training and Development
- Critical Thinking
- Problem-Solving
- Self-Motivated
- Flexible and Adaptable
- Verbal and Written Communication
- Portfolio Management
Certification
Certificação Profissional ANBIMA - Série 20 - 2025
volunteer worker
I participated in a church that offers Bible courses in the local community where there is a biblical school named RHEMA. For two years, I was one of the treasurers responsible for the school's accounts, providing services twice a week.
Recently, I went to South Africa, accompanied by my wife, where Pastor Folla carries out a daily food distribution project for needy children. Volunteers perform support activities, from playing games with the children to distributing meals.
Additional Information
Over 16 years of working at a bank, I had the opportunity to develop my work in exercise of managerial functions, both in the operational sector,
administrative area and customer service. My experience using Excel was essential for increasing the efficiency in credit recovery, when I developed a spreadsheet to bonus rebate applicable to Law No. 12,844/2013 which, after being reviewed by the Credit Recovery Environment, has been distributed for use throughout the Bank around the country. I have experience in analysis of credit risk, prevention and fight against money laundering and controls internal. I am committed to the assignments of a banking career, cousin for ongoing training, training myself online and in person, which reflects on the quality of my work and commitment to the mission institutional of the company. I follow Christian principles and they are non-negotiable.
Languages
Portuguese
Bilingual or Proficient (C2)
Spanish
Upper intermediate (B2)
English
Intermediate (B1)
Timeline
Bank Business Analyst
BANCO DO NORDESTE DO BRASIL S.A.
06.2006 - Current
BACHELOR DEGREE - Accounting And Finance
ESTACIO DE SA UNIVERSITY
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