Espec Select One
Core
Serve as the primary expert for clients in the early stages of the Select journey (income R$7k–R$15k or investments R$100k–R$300k), delivering a premium digital experience via chat/video/app.
Role type
Senior IC customer success and sales specialist (financial services)
Builds
Digital onboarding and advisory services for retail banking clients
Domain
Financial services / Retail banking
Deliverable
client delivery
Required skills
Advanced customer experience knowledge, consultative sales, digital tool proficiency, remote service delivery, digital channel mastery, customer journey expertise, low-complexity financial products knowledge
Preferred skills
None stated
Technologies
None stated
Responsibilities
Engage clients 100% digitally (chat/video/app), update clients on Select portfolio benefits, execute consultative sales for credit/investments/insurance, collect and update data, resolve remote demands, maintain familiarity with Santander digital solutions
Seniority
Senior, hands-on IC