Customer Service Manager
Resume:
Luciana St. Peter **************@*****.***
Hollywood, FL 33020
Profile: Over 15 years of experience in the administrative and managerial areas. Acquired strong knowledge in loan, credit, compliance and private banking areas. Trilingual (English, Portuguese & Spanish), multi-tasker and able to work under pressure. Great work ethic, excellent communicator with strong customer service skills. Works well within a team and independently. Excellent verbal and written skills. Navigate well in different environments of the workplace, being able to interact in a friendly and firm manner. Experience:
Apr 2016 – Oct 2016 Miami University of Science and Technology Hollywood, FL Student Financing Manager
Develop and manage school’s budget, successfully administering all purchasing processes and maintaining accurate records of financial transactions Responsible for implementing student financing protocol, accounting and human resources for start- up, overseeing all administrative areas.
Sep 04 – Mar 16 Banif Financial Group (Santander) Miami, FL Office Manager
Responsible for various accounting duties, including accounts payable, control of cash accounts, QuickBooks accounting entries and files. Purchase all office equipment and supplies, maintain vendor files and control inventory. Provide administrative support to management and CEO. Schedule meetings, make travel arrangements and support all office operations. Jun 03– Sept 04 Lloyds Bank, PLC/ Delta Bank and Trust Co. Miami, FL Temporary Positions in Private Banking and Operations Feb 00 – Nov 02 Espirito Santo Bank Miami, FL
Private Banking Assistant
Supported day to day sales and operational duties for Wealth Management team. Offered new products and services to clients in order to expand their relationship. Responsible for client support regarding general service and sales needs via phone and often face to face contact. Assist managers with general client inquiries, account statements, and transfer requests. Jul 99 – Feb 2000 Banco do Brasil S.A. Miami, FL
Compliance Assistant
Assist Head of Compliance with implementing and administering all aspects of the Bank's compliance program. Update banking rules and regulations records, review new customer account opening documentation, KYC reports and anti-money laundering procedures. Organize new staff training sessions relating to codes of conduct, the Bank Secrecy Act, anti-money laundering regulations. Education Bachelor of Law – Universidade Estacio de Sá, Rio de Janeiro, Brazil 1998 OAB – Brazilian Bar Association
Stocks and Bonds – Miami Dade College
Bank Secrecy Act Requirements/Money Laundering Controls training Banking Compliance training
Licenses Notary Public State of Florida Aug. 2017
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