Beatriz De Sousa Silva

Observer
DISC Type : ic

Assistente de Negócios UN at Banco do Brasil

São Paulo, São Paulo, Brazil

Overview

Beatriz de Sousa Silva is a Customer Service and Business Specialist at Banco do Brasil, focusing on the high-income client segment. Her career spans multiple major banks, including Itaú-Unibanco and BankBoston, giving her deep expertise in financial products, credit analysis, and high-performance client relations. She holds a Bachelors degree in Letters from the University of São Paulo (USP).

Her unique background combines long-standing expertise in finance for affluent clients with an academic foundation in the liberal arts.

Personality Overview

Example Seeker

Assertive

Curious

They are likely to ask many questions and look heavily for supporting information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

High-Income Banking
Her current role at Banco do Brasil's "Estilo" segment and past experience at Itaú Personnalité demonstrate a career focus on serving high-net-worth individuals.
Client Relationship Management
Multiple roles highlight a commitment to excellence in customer service, satisfaction, and providing high-performance support to banking clients.
Pension & Retirement
Follows Brasilprev and PREVI, major Brazilian entities focused on private pension plans and retirement funds for bank employees.

Media Appearances

Beatriz has no verified media appearances

Work History

3-2018
Assistente de Negócios UN at Banco do Brasil
2-2013 - 3-2018
atendente de negócios at Banco do Brasil
4-1998 - 3-2007
oper atend receptivo at BankBoston Banco Múltiplo S/A
1998 - 2012
atendente Personnalité at Banco Itaú-Unibanco
8-1983 - 12-1991
chefe de serviços at Banco Econômico S/A

Education

1991 - 1999
Bacharel em Letras from FFLCH - USP
1991 - 1999
Letras from FFLCH - USP

More Information

Social Presence :

Prographics :

Exp : 30 Location : São Paulo, São Paulo, Brazil Job Level : N/A Designation : Assistente de Negócios UN at Banco do Brasil
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Insights For Selling To Beatriz

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Ask them questions to understand their needs better while staying affable
  • Build rapport, it will come handy to handle hard questions later

DONT's

  • Don’t brush off any concerns, take all questions seriously
  • Don’t try to rush them into a decision, provide all necessary information first
  • Don’t be too objective but make sure to pad your storytelling with data points

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Beatriz is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Beatriz

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Beatriz move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Beatriz take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Beatriz

Personality Compatibility


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