PAB Relationship Agent

Description

Job Summary: A PAB Relationship Agent to provide customer service and consultation, sell financial products, and achieve performance targets in Porto Alegre. Key Highlights: 1. Consultative customer service and sale of financial products 2. Focus on customer satisfaction and problem resolution 3. Participation in training programs for professional development A financial institution is seeking a PAB Relationship Agent in Porto Alegre. Itaú Unibanco is one of the largest banks in Brazil, offering a broad range of financial services. The institution operates across retail, wholesale, and investment segments. **Responsibilities:** Provide in-person customer service (PAB – Banking Service Point), identifying customers’ needs. Deliver consultation and sell financial products and services appropriate to each customer’s profile. Clarify questions regarding accounts, loans, investments, insurance, and other bank products. Open accounts, register customers, and perform other operational procedures. Achieve and exceed commercial targets for customer acquisition, retention, and product sales. Ensure customer satisfaction by resolving issues and delivering a positive experience. Comply with all internal policies, procedures, and regulations set forth by the Central Bank of Brazil (BACEN) and the Consumer Protection Code. Participate in training programs to stay updated on products, services, and changes in the financial market. **Desired Qualifications:** **Education:** Currently pursuing a bachelor’s degree **Experience:** Prior experience required **Compensation and Benefits:** * Salary: Salary range will be disclosed during the interview. * Benefits will be disclosed during the interview stage. **Additional Information:** * Employment Type: Permanent – On-site. * Duration: Full-time * Working Hours: To be determined.