Provided multichannel support for national and international clients, managed account openings, investment operations, and platform usage. Resolved complex inquiries, monitored NPS and SLA metrics, and handled customer support via Reclame Aqui and social media. Provided training on custody, wire/ACH transfers, and international investment taxation.

Managed corporate client portfolios, led business prospecting, analyzed credit risk and viability, and promoted financial products including loans, insurance, and investments. Provided personalized financial advice and led sales/support teams.

Managed customer service, client portfolios, and financial products including fixed income, variable income, and investment funds. Oversaw treasury routines, led team recruitment and selection, and organized corporate events.

Managed debt collection for individual and corporate clients across four branches, negotiated debt settlements, and coordinated asset recovery actions.