Portuguese Speaking Customer Advisor (With PDEADS Certificate Only)

This professional opening is tailored for ambitious individuals looking to establish themselves within a high-stakes banking and financial services project. We are seeking local candidates in Lisbon to join a team characterized by excellence, proximity, and security, representing one of the most prestigious and historically significant financial institutions in Portugal, which has been a pillar of the market since 1844.

Role Overview

As an Operations Customer Expert, you will serve as the primary specialized point of contact for the project's banking clients, ensuring the delivery of elite service standards within a dedicated banking line. Your mission is to cultivate an environment of absolute trust and safety while managing the day-to-day financial operations and inquiries of a diverse client base.

Key Responsibilities:

• Customer Support: Address and resolve complex banking inquiries while providing comprehensive details on the project's financial products and services.

• Operational Management: Process diverse client requests and maintain rigorous follow-up on banking transactions and account operations.

• Regulatory Compliance: Ensure every interaction strictly adheres to internal protocols and established financial regulations to maintain maximum security.

• Relationship Building: Enhance customer loyalty through efficient contact management and a constant focus on client satisfaction and proximity.

Candidate Profile

We are looking for professionals who balance technical aptitude with exceptional interpersonal skills and the specific certifications required for the financial sector.

• 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 specifically 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 in the industry.

• Duration: An intensive 23-day training program conducted on weekdays from 09:00 to 18:00.

• Curriculum: The program covers specialized banking 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 modern Tejo building in Lisbon, a 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.

• Incentive Structure: Includes a performance-based productivity bonus and the standard Portuguese holiday and Christmas allowances distributed in monthly installments.

Are you a Lisbon resident with a PDEADS Certificate ready to begin this 23-day intensive training period?