Espec Middle
Core
Support the management of the Middle-sized corporate client portfolio in the state of Mato Grosso, providing commercial and operational support to the relationship manager.
Role type
Middle-sized corporate account support specialist
Builds
Commercial and operational support for Middle-sized corporate clients
Domain
Banking / Corporate Finance
Deliverable
dashboards & analysis
Required skills
Knowledge of banking products and services (credit, working capital, current accounts, collections, investments, insurance, payment methods), Managerial report creation and analysis, Intermediate Microsoft Excel (formulas, pivot tables, charts), Internet and corporate systems navigation, Higher education in Administration, Economics, Accounting, Financial Management or related areas, Commercial service experience in financial institutions or administrative areas
Preferred skills
None stated
Technologies
Microsoft Excel
Responsibilities
Support the management of the Middle-sized corporate client portfolio, Track demands and organize documents, Prepare managerial controls and reports, Contribute to identifying business opportunities and offering banking products and services, Ensure agility and quality in service delivery and compliance with internal processes