Wealth Management Business Development

VERA MELO

+1-917-***-**** · *********@***.*** · linkedin.com/in/vera-c-melo

OVERVIEW

Energetic, and results-driven sales and customer success professional with 10+ years of experience across financial services, technology, and automotive sales and theatrical performance background. Known for entrepreneurial mindset, exceeding sales goals, producing record results through business development and focus on ensuring customer satisfaction. Dedicated to mentoring and developing teams.

PROFESSIONAL EXPERIENCE

MERRILL LYNCH, PRIVATE WEALTH MANAGEMENT INTERNATIONAL, Miami, FL/New York, NY Aug. 2019 – Jan. 2024 BANK OF AMERICA, Richmond, VA

Wealth Management Banking Specialist, Client Associate – Merrill Lynch (Aug. 2020 – Jan. 2024) Executed rare transition from retail banking to wealth management side.

• Open accounts for high-net-worth clients with assets from $5M-$100M.

• Perform regular account planning and business reviews with FA and meet with their book of business to maintain financial health and strengthen partnership with clients.

• Lead presentations to train FAs on building book of business with banking and for clients to highlight product offerings.

• Onboard new clients, including processing documents, and opening bank accounts.

• Refer clients internally to mortgage bankers, automobile specialists, and home lending professionals. Relationship Manager, Retail Banking – Bank of America (Aug.2019 – Aug. 2020)

• Onboarded retail clients, assessed their financial goals, and assisted them with immediate and long-term priorities.

• Oversaw accounts to ensure that clients were taking advantage of BofA offerings and maintaining balances.

• Referred clients to appropriate colleagues covering mortgages, auto loans, credit cards, and trusts and estates.

• Educated clients on leveraging digital capabilities including online banking and apps.

• Proactively managed risk across business, product, and service transactions using available tools.

• Determined the right product solutions for small business clients including credit cards. APPLE INC. CARNEGIE LIBRARY FLAGSHIP STORE, Ft. Lauderdale, FL Washington DC Aug.2015 – Aug. 2019 Sales and Business Specialist

• Sold full range of Apple products including computers, IPhones, IPads, and watches.

• Owned the overall customer experience, managed the strategic customer relationship, and focused on client retention • Identified potential leads for business teams to offer lending services and entered into CRM • Achieved highest sales in South Florida of over $6.2M in three years.

• Ranked as #1 salesperson in South Florida for three years for consumer and business technology.

• Assisted leadership in mentoring employees on Apple’s core value priorities. AUTO NATION, Fort Lauderdale, FL Jul.2011 – Sept. 2015 Client Success Manager

• Oversaw accounts to solicit feedback, ensure that client relationships were successful, and troubleshoot any issues to client satisfaction and retention.

• Ran and analyzed customer service reports to measure key performance indicators for service and sales.

• Logged quality assurance calls and emails with surveys submitted to present personalized solutions.

• Earned recognition for outstanding service to clients and mentoring fellow employees.

• Prepared meeting content to recap prior week’s statistics.

• Organized weekly management meetings to analyze results for both sales and service departments. NEEDHAM & COMPANY, New York, NY 2000 – 2001

Compliance Associate

• Performed routine audits to identify and escalate compliance risks. EDUCATION

AMERICAN ACADEMY OF DRAMATIC ARTS, New York, NY Completed courses in acting, voice, and movement ESCOLA DE GESTAO E ECONOMIA DE XABREGAS, Lisbon, Portugal Bachelor of Arts in Business

• Languages: Native Portuguese speaker, conversant in Spanish

• Skills: CRM, Salesforce, CEW, SharePoint and Interact, Microsoft Office Suite, Mac OS VOLUNTEER WORK

AMERICAN RED CROSS, Los Angeles, CA Jan. 2024 – Present Supervisor

• Work at shelters for disaster relief and community awareness.

• Provide Earthquake Safety Training

SURFRIDER, Los Angeles, CA Miami, FL 2023 - Present

• Facilitate Beach Cleanups

• Assist with the Blue Water Task Force water quality monitoring program.

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