Espec Select One

Description

Job Summary: Digital customer service and engagement, portfolio updates, consultative sales, and remote issue resolution. Key Highlights: 1. Premium digital experience focused on convenience and efficiency 2. Consultative sales of financial products and services 3. Maintain familiarity with digital solutions within the Santander ecosystem Espec Select One Country: Brazil Responsible for serving customers at the beginning of their journey in the Select universe, ensuring a premium digital experience focused on convenience, efficiency, and human proximity in a remote environment. **Key Responsibilities** * Serve and engage customers 100% digitally (chat/video/app); * Update customers in the Select portfolio, presenting segment benefits and differentiators; * Conduct consultative sales of low-complexity credit, investment, and insurance products; * Collect and update data; * Maintain familiarity with digital solutions, focusing on the Santander ecosystem; * Resolve requests remotely. **Behavioral and Technical Competencies** * Advanced knowledge of customer experience; * Experience in sales and proficiency in using digital tools. **Education/Certifications** * CPA 10 (mandatory); * Applicable experience in remote service; * Proficiency in digital service channels, customer journey, and financial products. **Select High Manager** Responsible for managing consolidated client portfolios in the Select universe, offering hybrid service and comprehensive financial advisory with focus on profitability, relationship management, and retention. **Key Responsibilities** * Conduct consultative service, alternating between digital and in-person channels as needed; * Perform individualized financial planning, advising on the portfolio; * Develop upgrade opportunities to Select Ultra High; * Identify upgrade opportunities and growth in results. **Behavioral and Technical Competencies** * Strong analytical and financial recommendation capabilities; * Negotiation and active listening skills; * Proximity in portfolio management; * Ability to build long-term relationships; * Assertiveness in investments. **Education/Certifications** * CPA 20 (mandatory); * Completed undergraduate degree; * Technical knowledge in credit, investments, and financial planning. **Select Ultra High Manager** A highly sensitive professional serving high-income and high-net-worth clients with exclusive service and personalized financial advisory focused on wealth management and succession planning. **Key Responsibilities** * Act as a financial consultant, providing comprehensive and personalized advisory; * Develop strategies for wealth profitability, protection, and diversification; * Manage portfolio operations and review financial performance; * Deliver customized solutions; * Ensure retention and differentiated experience. **Behavioral and Technical Competencies** * Solid knowledge of the financial market, structured products, and wealth management; * Ability to negotiate and recommend customized solutions; * Ensure retention and capability to interpret economic scenarios; * Discretion, reliability, and high-level communication skills. **Education/Certifications** * CEA mandatory and CFP desirable; * Specialization or MBA in finance, capital markets, or wealth management is desirable; * Advantageous: experience with high-income or private banking clients.