Results-driven Relationship Account Manager with 8+ years of experience in
the financial industry, focused on customer success, retention, and strategic
financial consulting. Expertise in investment advising, credit management,
risk assessment, and client portfolio optimization. Known for strong
communication, negotiation, and problem-solving skills, especially in high
pressure environments.
Completed a Business English exchange program in Toronto, refining fluency
and cross-cultural communication. Passionate about driving customer
satisfaction and business growth through innovative financial strategies.
Seeking new opportunities to make a lasting impact in financial consulting
and relationship management.
| ๐ Nationality | ๐ง๐ท Brazil |
| ๐ก Residency | ๐ง๐ท Brazil |
| ๐ Location | ๐ง๐ท Brazil |
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rok.co/@jessycap |
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| Skilled in | office 365 cpa 20 anbima crm systems salesforce pipedrive hubspot excel power bi google workspace customer success metrics nps okr |
| Fluent in | englishspanishportuguese |
| Last seen | 11 months ago |
| Signed up | 11 months ago |
| Badges |
๐ฉโ๐ป Remote worker |
2017 - 2025: Relationship account manager @ Itau Bank