About the Position

CUSTOMER ADVISOR ANALYST I | ONE COMMERCIAL I MG

Belo Horizonte, MG

Conheça o Inter

Pioneiros, mudamos o mercado ao lançar o primeiro banco digital do Brasil e seguimos criando tendências com tecnologia de ponta. Evoluímos para um Super App Financeiro Global, com soluções completas e inovação de primeira. Aqui, o trabalho tem propósito: construir oportunidades reais, transformar a vida das pessoas e o mercado financeiro. Esse é o nosso Jeito Inter de Fazer. Se você quer fazer parte dessa mudança e deixar um legado, seu lugar é aqui.

Vem ser Sangue Laranja.

Get to Know Inter

As pioneers, we transformed the market by launching Brazil’s first digital bank and continue to shape the future with cutting-edge technology.

We have evolved into a Global Financial Super App, delivering complete solutions and leading innovation. Here, work has purpose: creating real opportunities, transforming people’s lives, and reshaping the financial market.

This is the Inter way of making things happen. If you want to be part of this transformation and leave your mark, your place is here.

Become Sangue Laranja.

About the Role and Mission

You will be part of the technical, relational, operational, and commercial support HUB for the Investment Advisory team of One and Prime clients, directly supporting the strategies for attracting, retaining, and expanding relationships with investors.

Your mission will be to support the evolution of the investment portfolio, ensuring excellence in advisory service, operational efficiency, and identification of commercial opportunities, contributing to the growth of AuC, net capture, and strengthening of client relationships with the Inter ecosystem.

Daily Responsibilities

Support the Investment Advisory team in consultative relationships with One & Prime clients;
Make proactive contacts focused on attracting resources, asset retention, and expanding relationships;
Identify investment opportunities, portability, and allocation of new resources;
Act in liquidity events, such as account deposits, maturities, and financial movements;
Follow up on leads and commercial journeys, ensuring follow-up and evolution of opportunities;
Record interactions and opportunities in the CRM, maintaining an updated portfolio history;
Support advisors in building relationship and AuC growth strategies;
Work with internal areas such as Investments, Credit, Cards, Insurance, and Customer Service to resolve demands and support clients;
Monitor commercial and relationship indicators, such as net capture, churn, portfolio activation, and engagement;
Participate in training, alignments, and initiatives aimed at commercial and technical development;
Contribute to process improvements, customer experience, and operational efficiency of the area.

Requirements

Required:

Completed higher education in Administration, Economics, Financial Management, Marketing, Communication, or related fields;
Valid financial certification or interest in certification (CPA-10, CPA-20, or CEA);
Excellent verbal and written communication skills;
Commercial profile and results-oriented;
Interest in the financial market and investments;
Good interpersonal relationship skills and advisory approach;
Organization, discipline, and monitoring of commercial routine;
Proactivity and ability to articulate with different areas;
Analytical profile and interest in continuous development;
Ethics and professional posture in client relationships.

Desirable:

Intermediate English;
Previous experience in customer service, relationship management, or commercial areas;
Experience with consultative sales, retention, or portfolio management;
Basic interest and knowledge about the financial market and investment products;
Financial certifications are considered a plus;
Intermediate or advanced English;
Ease with technology, CRM, and digital tools;
Analytical profile and interest in commercial indicators;
Experience in dynamic and goal-oriented environments;
Participation in multidisciplinary projects or activities;
Good communication, negotiation, and relationship-building skills.

Benefits

Meal and meal vouchers
Health and dental insurance
Life insurance
Birthday DayOff
Baby On Board and Breastfeeding Room
Extended parental leave
Childcare/nanny and/or assistance for children with disabilities
Wellhub and Inter Running Group
CARE4U Space (Belo Horizonte): self-care services with exclusive values, decompression area, games, and mini golf course
Advantages in our SuperApp, such as Duo Gourmet
Inter Prime Card
Internal training and development programs

Selection Process Stages

Resume screening;
Initial screening (initial approach to align expectations about the position);
Assessments;
Interview with the Talent Team;
Technical test (when necessary);
Interview with leadership;
Job offer;

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CUSTOMER ADVISOR ANALYST I | ONE COMMERCIAL I MG

Job description