About The Position

This position serves as the first point of contact for inquiries received in the Latam (Brazil) Client Servicing department from high revenue clients. Communication will primarily be via email or phone. Day-to-day activities involve reading, analyzing, and determining the appropriate handling and resolution of various client requests. These requests may pertain to treasury, cash management, card, and/or depository products. The specialist may also collaborate with internal business partners to provide resolutions to client inquiries, address issues, and offer technical support.

Requirements

  • Fluent in English and Portuguese
  • 1-2 years Banking/Financial industry experience
  • 1+ years of experience working with customers
  • Ability to multitask (i.e., navigate multiple computer systems while interacting with the customer)
  • Proficiency in Microsoft Office Suite, including Word, Outlook, Excel, PowerPoint
  • Strong attention to detail
  • Time Management skills
  • Critical Thinking skills
  • Relationship Building skills
  • Active Listening skills
  • Collaborating skills
  • Oral & Written Communication skills
  • Quality Assurance understanding
  • Problem Solving skills

Nice To Haves

  • Fluent in Spanish

Responsibilities

  • Serve as the first point of contact for inquiries from high revenue clients in the Latam (Brazil) Client Servicing department via email or phone channel
  • Read, analyze, and determine appropriate handling and resolution of client requests
  • Handle requests related to treasury, cash management, card, and/or depository products
  • Work with internal business partners to provide resolution to client inquiries, issues, and/or technical support

Benefits

  • Health care
  • 401(k) savings plans
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service