Portuguese Speaking Customer Support Specialist – Banking Services

Customer Support Specialist – Banking Services | Lisbon, Portugal

Role Overview

This is an excellent opportunity for professionals looking to build a stable and rewarding career in the financial sector. You will partner with a renowned customer experience provider, delivering high-quality support to banking clients for an international project based in Lisbon. The core focus of this role is managing customer accounts, handling inquiries, and executing financial transactions while strictly adhering to internal security protocols and banking regulations.

Your Role & Responsibilities

• Multichannel Support: Provide high-quality customer assistance via phone, email, and live chat.
• Transaction Management: Execute daily banking operations and customer requests with total accuracy according to established guidelines.
• Compliance & Security: Ensure full compliance with internal security procedures and financial regulatory standards to maintain client trust.
• Solution-Oriented Service: Address and resolve customer inquiries efficiently, promoting customer loyalty and confidence.
• Team Collaboration: Work closely with colleagues and internal departments to optimize the overall client experience.

Your Profile (Requirements)

• Education: High school diploma, university attendance, or a Bachelor's degree.
  
• MUST HAVE: PDEADS Certification and DMIF (MiFID II) Certification
• Languages: Native or fluent Portuguese with basic English skills (minimum B1 level).
• Technical Knowledge: Basic computer literacy and a general understanding of banking products or procedures.
• Soft Skills: Excellent verbal and written communication, strong analytical thinking, and effective argumentation skills.
• Resilience: Ability to work well under pressure and manage stress in a fast-paced environment.
• Flexibility: Comfortable working in a shift-based schedule.
• Experience (Preferred): Prior experience in contact centers (inbound and/or outbound), specifically within banking or financial campaigns, is highly valued.

Paid Training & Onboarding

The project begins with a robust, structured learning phase to guarantee your success:

• Duração: 23 business days of intensive training 
• Content: Integration into the Lisbon team, advanced training on specific banking systems/software, deep product knowledge, and live nesting/coaching.
• Conditions: The training phase is proportionally paid. Your official employment contract will be signed upon successful completion of the training.

The Offer & Benefits

• Work Model: Full-time, 100% on-site position in Lisbon 
• Schedule: 40 hours per week (8 hours/day with a 1-hour lunch break) on rotating shifts between 08:00 and 00:00, Monday to Sunday.
• Compensation & Incentives:
  • Competitive local base salary.
  • Performance-based monthly productivity bonus of up to €100.
  • Subsidized meal allowance paid on a tax-free prepaid card.
  • Christmas and Summer allowances paid in installments (duodécimos).
• Perks & Welfare:
  • Private medical and dental insurance provided after contract signature (requires NIF and Social Security number).
  • Paid annual leave and compensatory days off if you work on national holidays.
  • Excellent career progression opportunities within the banking sector and global customer service branches.
  • Integration into a highly supportive, progressive, and multicultural company culture.

Are you ready to break into the banking sector and grow your financial career? This project prioritizes stability, premium training, and standard-setting professional benefits in the vibrant capital of Lisbon. Apply today to launch your new professional path!