CareerPlan

Espec Clientes B1 I

PAULO AFONSO, BRFull-time2026-11-06 → 2026-11-10

Core

Manage and monetize the corporate client portfolio (PJ) through close relationships, consultative service, and tailored financial solutions.

Role type

Business Banking Specialist (B1)

Builds

Corporate banking products and credit solutions for SMEs

Domain

Banking / Corporate Finance

Deliverable

client delivery

Required skills

portfolio management, credit products, risk management, sales and negotiation, oral and written communication

Preferred skills

CPA-10 certification, post-graduate degree, experience with clients up to R$10M revenue

Responsibilities

Manage and monetize the corporate client portfolio, conduct external field visits, expand the client base, manage portfolio risk, ensure personalized service excellence