About the job Portuguese Speaking Customer Advisor (With PDEADS Certificate Only)
*** This role requires applicants to have PDEADS certificate, candidates without this certification will not be considered***
Job Opportunity: Operations Customer Expert – Banking Project
This professional opportunity is for individuals seeking a career within a high-level banking and financial services project. We are looking for local candidates in Lisbon to join a team focused on excellence, proximity, and financial security while supporting one of Portugal's most established financial institutions.
Role Overview
As an Operations Customer Expert, you will serve as a specialized point of contact for the project's banking customers, ensuring the delivery of high-quality service. Your mission is to foster a relationship of trust and safety while managing the day-to-day operations of a diverse client base.
Key Responsibilities:
Customer Support: Clarify complex banking queries and provide detailed information regarding the project's products and services.
Operational Management: Process client requests and provide rigorous follow-up on banking operations.
Regulatory Compliance: Ensure all interactions strictly adhere to internal procedures and financial regulations.
Relationship Building: Promote customer loyalty through efficient contact management and a focus on satisfaction.
Candidate Profile
We are seeking professionals who combine technical aptitude with strong interpersonal skills and the required certifications.
- Mandatory Certification: Possession of a PDEADS Certificate is a must for this position.
Educational Background: Minimum of a 12th-grade diploma, though university attendance or a completed degree is highly valued.
Language Proficiency: Native or near-native fluency in Portuguese is essential, accompanied by a solid command of English (minimum B2 level).
Professional Experience: Previous experience in a contact center environment (inbound or outbound) is required, with a preference for candidates who have worked specifically in the banking sector.
Technical Knowledge: Familiarity with banking technicalities and standard office software at a user level.
Core Competencies: Excellent oral and written communication skills, a high capacity for interpretation, and the ability to perform effectively in high-pressure environments.
Training and Professional Development
Success in this project begins with a comprehensive foundation to prepare you for a successful career.
Duration: A 23-day intensive training program held on weekdays from 09:00 to 18:00.
Curriculum: Training covers specialized software, comprehensive product knowledge, and multi-channel customer management via phone, email, and chat.
On-the-job Learning: The program includes practical application of content in a controlled work context and independent implementation of training materials.
Contractual Benefits and Workplace
Location: Based at the Tejo building in Lisbon, a modern facility equipped with a cafeteria, meeting rooms, and outdoor spaces.
Contract Type: Initially a 12-month fixed-term contract (extensible to 24 months), with a clear path to a permanent contract after two years.
Health Benefits: Includes private health and dental insurance once the formal employment contract is signed.
Bonus Structure: Includes a performance-based productivity bonus as well as standard Portuguese holiday and Christmas allowances paid in monthly installments.