Marcel Cortes

• Recognized as first-year top Business Relationship Manager for business money out and growth revenue plan sales in 2022/2023.

• Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

• Exceeded sales quotas in 20% in Q4 of 2022 and increased profitability through effective sales strategy and business planning.

• Created strategies to develop and expand existing clients accounts, which result in a 17% increase in annual sales.

• Worked with product experts and other

partners to contributed and help to a new projects to launch in 2024 for a digital business banking and assisted in the delivery of solutions, services and products that are appropriate to meet our customer expectations.

• Maintained open lines of communication with

stakeholders at all levels of the organization, fostering a culture of transparency and accountability.

• Negotiated contracts with suppliers and

vendors, securing favorable terms while maintaining strong relationships.

• Utilized advanced financial analysis

techniques to accurately assess client needs.

• Managed a portfolio of key accounts, ensuring

consistent revenue generation and account retention.

• Partnership with startups and small business clients to provide management consulting to help these companies improve their performance and efficiency.

• Created and implemented a strategic marketing plan which increased client retention rate from 20% to 86% in three months.

• Established and implemented business procedures and process improvements. Developed innovative sales and marketing strategies to facilitate business expansion.

• I managed a portfolio of business clients having $18MM to $120MM in revenue. Provided superior client service.

• Evaluated and progressed the sales of $3M in loan products, rewarded by management with a 4.7% pay rise in 2015.

• Recognized for increasing my loan portfolio in 67% in total current fiscal year.

• Exceeded quarterly sales goals in leading to recognition as top banker in branch and top region in the market.

• Concentrated on efforts in discovering investment opportunities of $30MM+ for financial advisors.

• Leverage of 94% of revenues compared to the previous period.

• 75% increase in insured lives and 65% increase in revenue in Social Security

• Restructuring of the segmented Commercial area

• Restructuring of processes and services – increased customer and supplier satisfaction by more than 90%, confirmed through research instruments.

• Achieved a higher level of employee satisfaction in the organization – tracking survey between customers and employees of the institution in 2012.

• I applied some administrative and commercial strategies with a focus on reducing turnover by more than 50% in the (2nd semester/2006)

• Increased the customer portfolio by 570% (4th quarter/2006), portfolio of credit by 220% in the total portfolio

• Increased the net income by 218% R$150k to R$327K monthly.

• With these strategies implemented and constant business leverage, I stood out among more than 130 agencies in the region where I worked, in the period 2007|2008.