Victor Augusto Fernandes Wo
São Paulo - São Paulo
Summary
Familiar with diverse banking and investment products, deposit accounts and loans. Competent in setting up services, transferring funds and helping with complex transactions. Positive and upbeat with strong communication and problem-solving abilities. Successful at excelling in fast-paced, competitive banking environments. Good sales and customer service abilities paired with in-depth knowledge of bank products and services. Proficient in updating accounts, processing transactions and coordinating records.
Overview
6
6
years of professional experience
Work History
Daily Banker Associate Director
Banco BTG Pactual S.A
11.2019 - Current
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
- Opened, closed, and updated accounts for customers.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Funds Services Analyst
BTG Pactual Serviços Financeiros S.A
08.2018 - 11.2019
- Conducted all hedge and mutual funds events such as transformation, incorporation, Spin-off and liquidity under regulation of ICVM 555
- Generated reports regarding all funds from our clients (Fund´s Managers)
Funds Services Internship
BTG Pactual Serviços Financeiros DTVM S.A
08.2017 - 07.2018
- Prepared comprehensive reports summarizing data analysis findings, informing key decision-makers of important trends and patterns for all Asset Management Teams
- Improved project outcomes by conducting thorough market research that informed strategic marketing decisions.
- Interacted with customers by phone, email, or in-person to provide information.
- Sorted and organized files, spreadsheets, and reports.
Education
Bachelor´s - Business Administration
Fundação Armando Alvares Penteado
São Paulo, SP - Brazil07.2018
Skills
- Cross-Selling and Partner Referrals
- Regulatory Compliance
- Product Promotion
- New Account Setup
- Customer Service
Languages
Portuguese
Advanced (C1)
English
Advanced (C1)
Spanish
Intermediate (B1)
Timeline
Daily Banker Associate Director
Banco BTG Pactual S.A
11.2019 - Current
Funds Services Analyst
BTG Pactual Serviços Financeiros S.A
08.2018 - 11.2019
Funds Services Internship
BTG Pactual Serviços Financeiros DTVM S.A
08.2017 - 07.2018
Bachelor´s - Business Administration
Fundação Armando Alvares Penteado
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