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.

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.

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.

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.