Beatriz Gimenes
Advisory Agent, Member and Client Experience @Desjardins
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WORK HISTORY
Advisory Agent, Member and Client Experience @Desjardins
Gatineau, QC, CA
Service à la clientèle, gestion des transactions financières
EDUCATION
UQAM | Université du Québec à Montréal
Programme de Francisation, Langue Française
Collège Supérieur de Montréal (C.S.M) INC.
Diplôme d’études professionnelles, Secrétariat
Fundação Bradesco
Ensino Médio, Ensino Médio Completo
Universidade Paulista
Bacharelado em Administração, Administração de Empresas
ABOUT BEATRIZ GIMENES
Finance professional with strong experience in audit, financial product sales, and customer service, currently transitioning into Data Analysis.• Experience at Deloitte (Audit): data analysis, information structuring, problem-solving• 4 years at Itaú in sales and advisory of financial products (investments, credit, savings), with tracking of KPIs, sales targets, and customer data• Experience in Canada at Desjardins as a Customer Advisor, with a strong focus on needs analysis and process improvement Actively training in Data Analysis: Advanced Excel, SQL, Python, and Tableau, with a strong interest in transforming data into actionable insights to support business decisions. EN | FR | PT Open to opportunities in Ottawa and other regions | Geographically mobile
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