Espec Select One
Core
Serve clients in the Select One journey (income R$7k–15k or investment R$100k–300k) via digital channels to provide a premium experience.
Role type
Select One Specialist (Customer Success & Sales)
Builds
Digital customer experience for Select One segment
Domain
Financial Services / Retail Banking
Deliverable
product features
Required skills
Advanced customer experience knowledge, consultative sales, digital tools proficiency, remote service experience, digital channel mastery, financial products knowledge
Preferred skills
None stated
Technologies
Chat, video, app, digital portfolio
Responsibilities
Engage clients 100% digital (chat/video/app), update clients on Select portfolio benefits, execute consultative sales of credit/investments/insurance, collect and update data, resolve remote demands, maintain familiarity with digital solutions
Seniority
Specialist (Especialista)