Relationship Sales Officer - Associate / Sr. Associate

Responsible for supporting Payments & e-Commerce Sales Corporate team in Sao Paulo with client management, business performance, reporting and contract management, as well as other related activities.

Responsibilities

• Timely and accurate confirmation of daily deposits made to retail bank by Corporate clients
• Daily monitoring and tracking of deposit transactions utilizing internal and external systems
• Resolve and remediate discrepancies, customer inquiries, and ad-hoc requests
• Timely and accurate exception handing and customer communication
• Participate in process improvement initiatives designed to improve workflow
• Apply and update standard operating procedures
• Achieving contract service level agreements and expectations with regard to timeliness, accuracy and the overall quality of the results
• Support for sales team with strategic projects associated with management reports and presentations and business reviews
• Understanding the client's account structure, cash flow, and product usage
• Reviewing and analyzing data to identify key trends or risk issues and provide overall summary and actionable recommendations regarding volume fluctuations, data variances, etc
• Supporting product implementations/conversions working with internal and external clients
• Conducting pricing analysis and supporting the development of pricing strategy/recommendations
• Ensuring the maintenance of existing business through high level of customer satisfaction

Qualifications:

• Excellent verbal, written and interpersonal communications skills
• Strong attention to detail
• Must be self-motivated and able to research, analyze, organize and prioritize work with guidance
• Experience with external customer, initiating communication to internal/external stakeholders preferred
• Strong desire and aptitude to learn and question current processes
• Demonstrates the ability to understand Treasury Services products, pricing philosophy, and billing process and procedures
• Time management, organizational and planning skills with proven ability to multitask and meet deadlines in a fast-paced environment
• Proficient in Microsoft Office (PowerPoint, Excel and Word) and strong analytical and quantitative skill
• Ability to mobilize internal networks and resources
• Fluent in English and Portuguese