RIBEIRO, ZERLEI
San Jose, CA 95138
 
 
WORK EXPERIENCE
   – SAFRA National Bank of New York
Assist. Manager -International Financial Service  
 
§        Provide high quality service to international and domestic customers. 
§       Assisted 4 officers/traders.
§       Recommend solutions tailored to clients’ specific needs.

§         Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures.

§         Research, follow up and resolve client inquiries and problems through effective interaction with clients, bankers, product partners, operations area, and other staff in a timely and professional manner.

§         Research potential or actual fraud situations, errors, and losses to ensure prompt and accurate resolution.

§         Identify cross-sell opportunities and escalate to Financial Advisor and product partners in order to solidify or provide advice to the client.

§         Open and close accounts and ensure necessary documentation is complete.

§         Coordinate and follow through on client requests for products and services.
(i.e. orders check, wire transfers, process credit card application and payments , ATM cards, credit card payments, wire transfers, etc).

 

03/2006 – 08/2006 – Commerce Bank

CSR – Customer Service Representative 

§       Personal Banker Duties.

 

11/2004– 02/2006 – JPMorgan Chase

Sales Service Associate

§         Identified opportunities to building Relationship with the customer base and assisted banker with daily duties.

 
07/2004 – 12/2004 – SHERATON HOTEL
Front Desk Supervisor
§       Supervise 2-4 employees 
§        Hiring, training & scheduling of front desk staff 
§        Oversee day to day clerical duties (mailroom functions, filing, indexing, photocopying and similar duties) 
§        Complete special projects and general office management duties as required 
§        Monitor daily procedures
 
 
01//2001 to 07/2004- Alfama Manhattan/NY
Day Manager
§       Assisted in general customer service duties; consolidate orders to minimize shipping costs; assisted the City Health Inspector
 and also the fire department of NYC. Trained new staff member in customer service procedure. Created and maintained company
 data base created in Access; Deal with company network troubleshooting issues.


 

 
12/1998 - 12/1999 New York Technical Training Center Manhattan / NYC
Computer Instructor
§       Assisted Computer Teacher with lessons and activities: Trained spanish- speaking student students in daily /intermediate
 and advance  of DOS/Windows/Microsoft Office/Adobe Photoshop. All these courses were teaching in Espanol language.
 
02/1987 -05/1998 SERPRO Federal IT Department/ Government of Brazil, Rio de Janeiro/Brasil
Computer Technician
 
 
§       Assisted computer-users, and gave training in installed system, and programs; Created on-line documents (HTML). 
§       Receiving calls from users and automated systems 

* Creating tickets 

* Helpdesk support 

* Customer Service 

* Maintaining logs and documentation
§       WEB applications: Designed workflow to allowing the web users to navigate efficiently on the internet; handle all troubleshooting
 personal desktop; prepared a Power Point presentation in 3D animation video clips for the Vice President of Duane Custom in 
 Rio de Janeiro/BR.
 
 
EDUCATION/CERTIFICATION
 
State Of New Jersey - Notary Public 
 
NASDA – Series 6 
 
Kaplan Financial – New York
Certificates of Completion:
               New Account Identification Procedures
               Community Reinvestment Act (CRA)
               The USA PATRIOT ACT – New requirements
               Anti-Tying
 
NYU New York University 
Database Management Systems:
§         Logical structure and physical implementation.
§         Design database models (hierarchical, network, and relational).
§         Data structure concepts; 
 
NYU- New York University 
§         ORACLE fundamentals/ISQL/Plus
 

NYU - New York University 
Intro to Programming C: 
§         Write C programs that execute sections of code multiple times using loop statements and several program modules called function,
 which are combined together into a complete program. 
 
CHUBB Journal Square / NJ
Certification
Computer Technical Support 
§         Hardware: IBM compatible Desktops and Laptops, Hewlett Packard Laser Printers, Hard Drives, Floppy Drivers, Scanners, 
 Digital Picture Machine, Web Cam.
§         Software: Windows/NT/DOS (Commands and Utilities), Microsoft Office (Word/Power Point, Access/Excel), Novell Netware
 (Server/Client/Station), Adobe Photoshop/3 DMAX.
 
REFERENCES 
 
Marcelo Rojas - Commerce Bank         
Phone number 973 616 1367
 Reference type: Professional
 
Anne Marie Pierno - Willian J.Reik, Jr. Financial 
Phone number: 212 262 4441
Reference type: Professional
 
Joyce Nogdun - JP Morgan Chase – 
Phone number: 908 659 1904
Reference Type: Professional
 
Vien Bourapha - BBL – Safety Engineer 
Phone number: 862 596 5483
Reference type: Personal