Financial Solutions Advisor providing personalized financial solutions to clients and helping achieve their financial goals at Bank of America. Responsible for building financial plans and recommending brokerage products.
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Hybrid Junior Product Consultant – Financial Area
Posted last month
About the role
- Consultant responsible for ensuring client satisfaction and identifying business opportunities in financial products. Involves operational tasks and direct supervision.
Responsibilities
- Contribute to ensuring the satisfaction and knowledge growth of internal and external customers, generating revenue through high-quality service, building relationships of trust, and identifying new service opportunities. Receives guidance from direct management and handles low-sensitivity information. Decisions have short-term impact and affect direct results of their process or area. Has the knowledge to solve the simpler problems of the area. Performs basic, short-term operational tasks following standardized processes and procedures. Works under direct supervision.
- Master the company processes related to your activities, executing them with quality and within established deadlines (time tracking, schedules, expense reporting, etc.).
- Monitor implementations, meeting schedules and methodologies adopted by the company.
- Provide user (client) support as guided by the person responsible for customer service.
- Record all customer interactions to allow for client follow-up and progression.
- Monitor customer satisfaction levels, report any dissatisfaction to the immediate supervisor and indicate potential customer loss risks.
- Keep up to date on matters related to the product (business, legislation and technology).
- Participate in implementation projects for your area, under supervision.
- Support the promotion and demonstration of products, POCs and services in your area, assisting the commercial team in negotiations and tender analysis, under supervision.
- Use company resources responsibly, always aiming to reduce expenses.
- Manage and support planning of open agenda time to prospect new revenue, either recurring or one-off.
- Perform other duties assigned by the immediate supervisor.
Requirements
- Currently enrolled in a bachelor’s degree in administration, accounting or related fields;
- Driver’s license (Category B) and availability to travel;
- Experience in financial and accounting areas;
- Experience with billing, expenses, fixed assets, investments and related activities;
- Customer support experience;
- Differential:
- Knowledge or experience in the public sector;
Benefits
- iFood card, valid for meals and food, to facilitate your daily meals;
- Career growth opportunities—we want you to grow with us;
- Education allowance to support your personal development;
- National partnerships, including access to the GovernançaBrasil Benefits Club;
- Unimed health plan, extendable to dependents;
- Fleury telemedicine services for online medical consultations;
- Dental plan to ensure ongoing oral health care;
- Life insurance for you and your family’s protection;
- Birth kit to support you and your newborn;
- Employee referral bonus for recommending future colleagues;
- Annual bonus as recognition for your effort and dedication;
- Birthday bonus to celebrate your special day;
- Weelhub wellness benefits, including gym access;
- OnHappy benefits platform with discounts for travel;
- “Perrengue Day” — an annual personal day off to use as needed;
- Colmeia Shop — an exclusive platform with special product discounts.
- We support the growth and development of our professionals through the Individual Development Plan (PDI) and annual performance reviews.
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