Core Responsibilities

The role involves forming and managing a portfolio of medium-income clients while ensuring a high standard of customer service. Daily client interactions are organized and strategically planned to meet sales goals and enhance customer experience.

Requirements

Candidates must have an active CPA-20 certification, with CEA as a differential. Strong commercial skills and knowledge of banking products are essential, along with excellent communication and negotiation abilities.

Additional Information

Experience Level

0-2 years

Job Language

Portuguese