About the job Portuguese Speaking Customer Advisor (With PDEADS Certificate Only)
This professional opportunity is designed for individuals aiming to build a career within a high-level banking and financial services project. We are exclusively seeking local candidates in Lisbon to join a dedicated team focused on excellence, proximity, and financial security while supporting one of the most prestigious and long-standing financial institutions in the Portuguese market, originally established in 1844.
Role Overview
In this position, you will act as a primary point of contact for the project's banking clientele, ensuring the delivery of top-tier service standards as an Operations Customer Expert. Your mission is to cultivate a relationship of trust and safety while managing the daily financial requirements and operations of a diverse client base.
Key Responsibilities:
Customer Support: Address complex banking inquiries and provide detailed insights regarding the project's various products and services.
Operational Management: Process diverse client requests and provide rigorous follow-up on banking transactions and operations.
Regulatory Compliance: Ensure every interaction strictly adheres to both internal protocols and established financial regulations.
Relationship Building: Enhance customer loyalty through efficient contact management and a constant focus on client satisfaction.
Candidate Profile
We are seeking professionals who balance technical aptitude with exceptional interpersonal skills and the required certifications.
- Mandatory Certification: Possession of a PDEADS Certificate is a must for this position.
Educational Background: Candidates must hold a minimum of a 12th-grade diploma, though university attendance or a completed degree is highly preferred.
Language Proficiency: Native or near-native fluency in Portuguese is essential, alongside a solid command of English (minimum B2 level).
Professional Experience: Prior experience in a contact center environment (inbound or outbound) is required, with a strong preference for those who have worked in the banking sector.
Technical Knowledge: Applicants should possess familiarity with banking technicalities and standard office software at a user level.
Core Competencies: Strong oral and written communication skills, high interpretive capacity, and the ability to thrive in high-pressure environments are critical.
Training and Professional Development
Success in this project starts with an intensive foundation designed to prepare you for a long-term career.
Duration: An intensive 23-day training program conducted on weekdays from 09:00 to 18:00.
Curriculum: The program covers specialized software, comprehensive product knowledge, and multi-channel customer management via phone, email, and chat.
Practical Learning: The training includes hands-on experience in a work context and the independent implementation of learned content.
Contractual Benefits and Workplace
Location: Based at the Tejo building in Lisbon, a modern facility featuring a cafeteria, meeting rooms, and outdoor terrace spaces.
Contract Type: Initially an agreement for the training period, followed by a 12-month fixed-term contract (extensible to 24 months) with a pathway to a permanent contract after two years.
Health Benefits: Access to private health and dental insurance is provided upon the signing of the formal employment contract.
Bonus Structure: Includes a performance-based productivity bonus and the standard Portuguese holiday and Christmas allowances distributed in monthly installments.