CareerPlan

BRA Espec Clientes B1 I

PALMEIRAS DE GOIAS, BRFull-time2026-10-21 → 2026-11-10

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