Assistente de Relacionamento Digital | Mesa VIP

About the role

The Mesa VIP team for Legal Entities manages commercial relationships with medium-sized businesses. You will provide consultative support to identify financial needs, offer customized solutions, and drive portfolio growth and loyalty. This is an affirmative position specifically for people with disabilities. You will act as a strategic consultant, translating complex banking offerings into clear value propositions for business owners. You will leverage digital tools to ensure efficient and data-driven client interactions on a daily basis. Your work will focus on building trust and credibility with entrepreneurs in the São Paulo market. You will be expected to collaborate closely with internal specialists to resolve client needs comprehensively. Success in this role means becoming a trusted advisor who balances commercial results with exceptional service quality.

Key facts

What you'll do

• Conduct periodic consultative calls to engage clients and identify business opportunities.
• Manage and maintain a portfolio of legal entity clients to increase profitability and share of wallet.
• Promote the full range of banking products and services while monitoring performance indicators.
• Build long-term partnerships through personalized and consistent customer service.
• Perform commercial outreach to discover new revenue streams and cross-sell possibilities.
• Analyze client financial behavior to tailor solutions that align with their specific objectives.
• Coordinate documentation and procedural follow-up to ensure compliance and operational accuracy.
• Utilize digital channels to optimize communication and service delivery for PJ clients.
• Collaborate with specialized units to escalate complex requests and ensure high-level support.
• Track market trends within the legal entity segment to anticipate client demands and innovate offerings.
• Update and maintain detailed records in administrative systems to support decision-making processes.
• Support the implementation of strategic initiatives aimed at expanding the digital PJ portfolio.
• Provide post-sale assistance to ensure client satisfaction and retention over the medium term.
• Act as the primary internal contact for resolving doubts related to banking products and services.

Requirements

• Bachelor degree completed or in progress in Administration, Accounting, Commercial Management, Financial Management, or related fields.
• Proven commercial experience, preferably in the banking or financial sector.
• Active and valid CPA-10 certification is required for junior-level roles.
• Strong skills in commercial negotiation, needs analysis, proposal creation, and sales cycle management.
• Ability to work with performance targets and portfolio profitability strategies.
• Excellent oral and written communication for diverse client profiles.
• Resilience, collaborative mindset, and ability to work in a fast-paced environment.
• Strict adherence to internal policies, operational procedures, and regulatory standards.
• Commitment to maintaining confidentiality and data security in all client interactions.
• Willingness to adapt to changing priorities and business demands in a dynamic setting.
• Capacity to manage multiple tasks simultaneously while maintaining attention to detail.
• Availability to work at the office location in São Paulo on a full-time basis as specified.
• Compliance with the company's inclusion policy for professionals with disabilities.

Nice to have

• Experience with PJ (Legal Entity) banking products such as current accounts, working capital credit, receivables anticipation, financing, payment methods, collections, investments, and insurance.
• Previous experience with digital PJ portfolio management.

Skills & tools

• CRM software
• Commercial systems
• Administrative routines for client management

Practical notes

• Benefits include meal vouchers (VR/VA), health and dental plans, daycare assistance, life insurance, WellHub/TotalPass, and online therapy via Conexa/Psicologia Viva.
• Office amenities include the Carbon Academy, C6 Carbon card, beauty salon, medical clinic, quick massage, lactation room, bike rack, changing rooms, corporate van, and recreational spaces.
• The company offers the Empresa Cidadã program for extended maternity and paternity leave.
• This role requires 100% on-site presence at the Nove de Julho region in São Paulo.
• Candidates must possess a valid Brazilian driver's license if personal vehicle usage is expected for role activities.
• The selected professional must comply with all banking regulatory requirements for employment in financial institutions.
• The position is designated under the company's affirmative action policy for candidates with disabilities.
• Applicants are advised to ensure they meet all educational and certification prerequisites before submitting candidature.
• The recruitment process will involve interviews, skills assessments, and reference verification.
• Relocation or housing support is not provided for this position.
• The work schedule aligns with standard banking hours, including possible Saturday operations depending on business needs.
• Professional growth is tied to performance metrics, and regular feedback sessions will be conducted.
• This role may require participation in training programs held at the Carbon Academy or other company facilities.
• Candidates should be prepared to present documentation confirming eligibility for the inclusive hiring quota during the selection process.
• Successful candidates will undergo a probationary period consistent with company policies.
• All interactions with clients and internal teams demand the highest level of professionalism and integrity.
• Proficiency in Portuguese is mandatory for effective communication with colleagues and clients.
• Knowledge of English is considered a complementary skill for global operations.
• The use of digital platforms is integral to daily responsibilities, requiring comfort with technology.
• The role contributes directly to the strategic goals of the digital transformation of the Legal Entities segment.
• Team collaboration is essential, and cooperative dynamics will be evaluated during the hiring process.
• This position represents a long-term career opportunity within a leading Brazilian financial institution.
• The company reserves the right to adjust benefits and policies in accordance with legal and organizational updates.
• Continuous learning is encouraged through access to digital content available via WellHub and other internal resources.
• The candidate must demonstrate alignment with C6 Bank's core values of transparency, simplicity, and impact.
• Final hiring decisions will be made based on a comprehensive evaluation of skills, experience, and cultural fit.
• This job description is subject to updates based on operational needs and strategic priorities of the company.
• Candidates are encouraged to apply promptly to secure consideration for the upcoming selection cycle.