BRA Espec Clientes B1 I
Core
Manage and monetize the portfolio of legal entity (PJ) clients through close relationships, consultative service, and tailored financial solutions.
Role type
Senior Individual Contributor Business Banking Specialist
Builds
Financial products and credit solutions for small-to-medium businesses
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Portfolio management, credit products knowledge, risk management, commercial negotiation, consultative selling
Preferred skills
CPA-20 certification, post-graduate degree, experience with clients up to R$10M revenue
Technologies
None stated
Responsibilities
Manage and monetize the portfolio of legal entity clients, expand the client base, manage portfolio risk, ensure personalized service excellence
Seniority
Senior, hands-on IC