Espec Select One
Core
Serve as the primary expert for customers in the Select One journey, delivering a premium digital experience via chat/video/app for clients with income of R$7k–R$15k or investments of R$100k–R$300k.
Role type
Senior IC customer success specialist (financial services)
Builds
Digital customer engagement and sales of credit, investments, and low-complexity insurance products
Domain
Financial services / Retail banking
Required skills
Advanced customer experience knowledge, consultative sales, digital tools proficiency, remote service experience, digital channel mastery, customer journey expertise, low-complexity financial products knowledge
Preferred skills
CPRO R certification
Responsibilities
Engage customers 100% digitally (chat/video/app), update customers on Select portfolio benefits, execute consultative sales of credit/investments/insurance, collect and update data, resolve remote demands, maintain familiarity with Santander digital solutions