Matheus Lonning
Belvedere Tiburon
Summary
Customer-focused professional with a strong background in financial transactions, relationship-building, and service excellence. Proven ability to assess customer needs, recommend appropriate banking products and services, and maintain accuracy in cash handling. Skilled in compliance, problem-solving, and team collaboration. Recognized for delivering exceptional customer experiences, improving key performance metrics, and upholding company policies. Experience handling sensitive information and achieving organizational goals.
Overview
3
3
years of professional experience
Work History
Sales Lead
Allbirds
01.2024 - Current
- Built strong relationships with customers by identifying their needs and offering appropriate solutions, ensuring a seamless and personalized experience.
- Assisted customers with service requests, account-related inquiries, and problem resolution, demonstrating professionalism and care.
- Maintained a flawless record in handling cash transactions, balancing registers with 100% accuracy, and ensuring adherence to financial policies and security procedures.
- Consistently exceeded performance metrics by improving transaction efficiency and customer engagement.
- Conducted proactive outreach to customers, strengthening long-term relationships and fostering loyalty.
- Trained and mentored new employees, promoting a service-driven approach and ensuring compliance with company policies.
- Recognized quarterly for outstanding contributions to customer satisfaction, operational efficiency, and overall team success.
Team Leader
USAF
07.2022 - 12.2023
- Led and trained teams to execute tasks efficiently, ensuring accuracy and compliance with established policies.
- Provided coaching and feedback to improve team performance, fostering a culture of accountability and excellence.
- Maintained meticulous records and followed strict protocols, ensuring security and adherence to operational procedures.
- Gained experience in handling sensitive information with integrity and professionalism.
Skills
- Customer Relationship Management & Retention
- Cash Handling, Drawer Balancing & Transaction Accuracy
- Banking Products & Financial Services Knowledge
- Sales, Upselling & Proactive Customer Outreach
- Risk Assessment & Fraud Prevention Awareness
- Compliance with Policies, Procedures & Regulations
Languages
Portuguese
Native/ Bilingual
Timeline
Sales Lead
Allbirds
01.2024 - Current
Team Leader
USAF
07.2022 - 12.2023
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