Espec Clientes B1 I
Core
Manage and monetize the portfolio of corporate clients (PJ) through close relationships, consultative service, and tailored financial solutions.
Role type
Senior IC Business Banking Specialist (Corporate)
Builds
Financial products and credit solutions for small-to-medium enterprises
Domain
Banking / Corporate Finance
Deliverable
client delivery
Required skills
Portfolio management, credit products knowledge, risk management, commercial negotiation, oral and written communication
Preferred skills
CPA-20 certification, post-graduate degree, experience with clients up to R$10M revenue
Technologies
None stated
Responsibilities
Manage and monetize the corporate client portfolio; Conduct 100% external visits to expand the client base; Manage portfolio risk to ensure sustainable growth; Deliver personalized and excellent customer service.
Seniority
Senior, hands-on IC