gustavo luiz lopes
@gustavoluizlopes
Account management and customer service specialist helping financial clients grow through exceptional, bilingual support.
What I'm looking for
I’m a results-driven banking professional with over 7 years of experience in account management, customer service, and client relationship building at Itaú Unibanco and Santander Brasil. I combine strong communication and problem-solving with a customer-first mindset, consistently resolving complex issues while delivering exceptional experiences. I’m bilingual in Portuguese and English, which helps me support diverse clients with clarity and confidence.
In my most recent role as Commercial Manager at Santander Brasil, I led a commercial team managing and growing portfolios of corporate and individual accounts. I developed strategies to improve client retention and satisfaction, oversaw customer service processes for escalated cases, and ensured high-quality client interactions. I also monitored sales performance metrics, reported results to senior leadership, and served as a primary point of contact for key clients.
Before that, as a Supervisor at Itaú Unibanco, I supervised customer service agents to ensure quality standards and KPIs were consistently met. I coordinated day-to-day operations, handled escalations professionally, trained and mentored new team members, and generated performance reports to support process improvement. Starting as an Intern and progressing to Business Agent, I built hands-on expertise across banking operations, CRM systems, and client communication—and now I’m seeking remote opportunities to apply my banking experience to international customer service and virtual assistant roles.
Experience
Work history, roles, and key accomplishments
Commercial Manager
Santander Brasil
May 2023 - Jun 2025 (2 years 1 month)
Led a commercial team managing and growing portfolios of corporate and individual accounts, with a focus on improving client retention and satisfaction. Oversaw customer service escalations, monitored sales performance metrics, and reported results to senior leadership.
Customer Service Supervisor
Itaú Unibanco
Jan 2021 - Sep 2022 (1 year 8 months)
Supervised customer service agents to ensure KPIs and quality standards were consistently met. Coordinated daily operations, resolved escalated cases, trained team members, and produced performance reports to drive process improvements.
Business Agent
Itaú Unibanco
Mar 2019 - Jan 2021 (1 year 10 months)
Managed a portfolio of client accounts by providing personalized financial consulting and support to maximize satisfaction and retention. Handled account inquiries, disputes, and transactions with accuracy and discretion while achieving and exceeding monthly sales and service targets.
Customer Service Intern
Itaú Unibanco
Jan 2018 - Mar 2019 (1 year 2 months)
Supported account managers with client onboarding, document processing, and administrative tasks. Assisted the customer service team with inquiries and account issue resolution while gaining hands-on experience in banking operations and CRM systems.
Education
Degrees, certifications, and relevant coursework
Faculdade Capital Federal (FECAF)
Bachelor of Business Administration, Business Administration
2015 - 2019
Completed a Bachelor's degree in Business Administration at Faculdade Capital Federal (FECAF) from 2015 to 2019.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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