Espec Clientes B1 I
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