Financial services professional with experience in banking, client relationship management, business development, investments, insurance, credit solutions, consortium products, and client portfolio growth. Background includes Santander, Viacredi Cooperative, and entrepreneurial experience as Co-Founder of a SaaS company. Certified by ANBIMA, with strong commercial performance, consultative sales skills, and over four years of personal study and investment experience in crypto, Web3, DeFi, blockchain ecosystems, and digital assets. Seeking international opportunities in fintech, Web3, digital assets, business development, account management, customer success, partnerships, and client-facing financial roles.
Experience: 4 years
Yearly salary: $40,000
Hourly rate: $20
Nationality: 🇧🇷 Brazil
Residency: 🇧🇷 Brazil
Experience
Relationship Manager (Santander Specialist)
Banco Santander 2023 - 2024
Managed and developed a portfolio of retail banking clients, providing consultative financial solutions aligned with client needs and long-term goals. Commercialized a wide range of financial products, including investments, insurance, credit solutions, credit cards, consortium products, account services, and banking solutions. Supported both retail clients and business client demands, identifying opportunities for portfolio expansion, retention, and revenue growth. Worked in a target-driven environment focused on commercial performance, customer experience, delinquency improvement, and long-term client relationships.
Relationship & Business Officer
Viacredi Cooperative 2023 - 2023
Managed and developed a portfolio of cooperative members, providing consultative support and personalized financial solutions. Identified business opportunities, prospected new members, strengthened client relationships, and promoted financial products and services. Supported credit operations, account maintenance, investments, insurance products, and banking services in a goal-oriented environment. Contributed to member satisfaction, portfolio growth, and long-term relationship development through proactive client engagement.
Relationship & Business Assistant
Viacredi Cooperative 2022 - 2023
Supported client portfolio management, financial services commercialization, onboarding, account opening, credit operations, and administrative processes. Recognized as the #2 insurance sales performer among more than 2,000 employees company-wide during the semester, contributing significantly to branch results. Became the branch's primary point of contact for investment-related matters, supporting clients and colleagues with investment products and opportunities. Performance and expanded responsibilities led to promotion to Relationship & Business Officer.
Administrative & Accounting Assistant
Contábili Ferreira 2020 - 2022
Supported administrative, accounting, and payroll operations for clients, ensuring organization, accuracy, and compliance in daily processes. Handled payroll processing, employee documentation, labor-related administrative activities, client communications, collections, and negotiations. Worked with DomÃnio accounting software and Microsoft Office tools to manage documentation, reports, and operational routines.
Sailor
Brazilian Navy 2018 - 2019
Performed administrative, operational, public service, documentation control, and logistical support activities in a military environment.
Skills
crypto
customer-success
customer-support
finance
fintech
sales
salesforce
business-development
english
portuguese
spanish
