Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Emerson Silva

Osasco- São Paulo

Summary

Accomplished General Manager at Bank Santander, adept in strategic planning and operations management, with a proven track record of enhancing sales and profitability by over 20%. Skilled in leadership and bilingual communication, I excel in fostering team cohesion and driving business development. Expertise

in client relationship management and

regulatory compliance solidifies my ability to achieve outstanding results.

I am a professional with 15 years of experience in the financial market. I have solid knowledge of retail products and services.

I worked as General Manager of a branch at Santander and had a portfolio of legal clients with average revenue of R$5MM and approximately 14 thousand clients in the branch and with a team of approximately 7 people. I was also responsible for the operational management of the branch, carrying out, among other activities, operational monitoring of ATMs, directing customer flow, managing NPS satisfaction surveys, controlling timesheets and flow of documents sent via mailbox. Still in the same position, I monitored the agency's growth indicators, quality management in the sale and marketing of products, monitoring and management of the bank's assets (Agency), being responsible for managing the building's structure. Management of cash flow/physical money and safe management. As a relationship manager, I worked directly with high-income clients at banks: Banco Citibank, Itaú Personnalite and Santander Select, whose liability management was approximately R$250 MM in portfolio.

Overview

19
19
years of professional experience
1
1
Certification

Work History

General Manager at Bank

Bank Santander
São Paulo- São Paulo
01.2022 - 05.2024
  • Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
  • Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
  • Developed and implemented strategies to increase sales and profitability.
  • Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.

Private Bank Relationship Manager

Citibank
São Paulo- São Paulo
01.2014 - 07.2018
  • Monitored market trends to identify potential investment opportunities and make informed recommendations.
  • Contributed to business growth by consistently surpassing revenue targets through diligent sales efforts and exceptional client service skills.
  • Coordinated with tax advisors to develop strategic tax planning initiatives that maximized client benefits while adhering to regulatory requirements.
  • Conducted thorough due diligence on investment opportunities to minimize risk exposure for both clients and the bank.
  • Implemented proactive retention strategies that prevented attrition among high-value clientele in competitive markets.
  • Leveraged strong communication skills to present complex financial concepts in easily understandable ways for non-expert clientele.
  • Assessed clients'' financial goals, risk tolerance levels, and long-term objectives to create personalized strategies that aligned with their needs.

Private Bank Relationship Manager

Bank Santander
São Paulo- São Paulo
08.2018 - 12.2021
  • Monitored market trends to identify potential investment opportunities and make informed recommendations.
  • Contributed to business growth by consistently surpassing revenue targets through diligent sales efforts and exceptional client service skills.
  • Coordinated with tax advisors to develop strategic tax planning initiatives that maximized client benefits while adhering to regulatory requirements.
  • Conducted thorough due diligence on investment opportunities to minimize risk exposure for both clients and the bank.

Bank Assistant

Bank Itaú Personnalite
São Paulo- São Paulo
01.2014 - 12.2014
  • Enhanced customer satisfaction by efficiently addressing and resolving banking inquiries.
  • Utilized strong communication skills to explain complex financial concepts to clients in an accessible manner.
  • Supported management in implementing new processes, enhancing overall operational efficiency within the branch.
  • Adhered to policies, procedures and regulatory banking requirements.

Bank Assistant

Citibank
São Paulo- São Paulo
01.2011 - 12.2013
  • Utilized strong communication skills to explain complex financial concepts to clients in an accessible manner.
  • Enhanced customer satisfaction by efficiently addressing and resolving banking inquiries.
  • Supported management in implementing new processes, enhancing overall operational efficiency within the branch.
  • Adhered to policies, procedures and regulatory banking requirements.
  • Actively participated in staff training programs, continuously improving product knowledge and skills relevant to the role.

Trainee

São Paulo Transport
São Paulo- São Paulo
01.2006 - 12.2008
  • Learned new materials, processes, and programs quickly.
  • Shadowed senior team members to learn all related jobs and tasks.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
  • Attended training courses to build understanding of processes, techniques, and industry.

Trainee

Bank HSBC
São Paulo- São Paulo
01.2005 - 12.2006
  • Learned new materials, processes, and programs quickly.
  • Shadowed senior team members to learn all related jobs and tasks.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
  • Attended training courses to build understanding of processes, techniques, and industry.
  • Collaborated with employees from various backgrounds.

Education

Mestrado - Business Administration

Must University
Orlando- EUA

Investment E Banking - Banking And Financial Support Services

University Anhembi Morumbi
Sao Paulo- Brazil
12.2021

Bachelor Of Business Administration - Business Administration

University Anhanguera Education
São Paulo- Brazil
12.2012

Skills

  • Leadership and team building
  • Problem Resolution
  • Operations Management
  • Team Player
  • Efficient multi-tasker
  • Effective leader
  • Team Leadership
  • Time Management
  • Training and coaching
  • Verbal and written communication
  • Strategic Planning
  • Consistently meet goals
  • Workflow Planning
  • Recruitment
  • Business Development
  • Business Administration
  • Quality Management
  • Sales expertise
  • Data review
  • Bilingual
  • Change Implementation

Certification

CEA- Investment Certification

Languages

English
Intermediate (B1)
Spanish
Advanced (C1)
Portuguese
Bilingual or Proficient (C2)

Timeline

General Manager at Bank

Bank Santander
01.2022 - 05.2024

Private Bank Relationship Manager

Bank Santander
08.2018 - 12.2021

Private Bank Relationship Manager

Citibank
01.2014 - 07.2018

Bank Assistant

Bank Itaú Personnalite
01.2014 - 12.2014

Bank Assistant

Citibank
01.2011 - 12.2013

Trainee

São Paulo Transport
01.2006 - 12.2008

Trainee

Bank HSBC
01.2005 - 12.2006

Mestrado - Business Administration

Must University

Investment E Banking - Banking And Financial Support Services

University Anhembi Morumbi

Bachelor Of Business Administration - Business Administration

University Anhanguera Education
Emerson Silva