Business Banking Agent
Itaú is a banking and financial services company serving individual, business, institutional, and public-sector customers.
Maintainer signals as of 9/2/2026
About Itaú
Itaú operates as a full-service bank providing financial products and services to individuals, companies, institutional clients, and public-sector customers. Its offerings include current accounts, credit and loans, credit cards, investments, capitalization, insurance, consortia, foreign exchange, payment collection, debt renegotiation, and digital banking applications. The organization also provides specialized services through Itaú Empresas, Itaú BBA, Itaú Asset Management, and Itaú Securities Services.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will manage and develop a portfolio of business clients, identify business opportunities, and offer suitable financial solutions. You will support daily platform activities and assist business managers and the general manager while driving sales, customer service, and satisfaction.
Requirements
- CPA-20 certification
Responsibilities
- Manage and develop a portfolio of business clients
- Identify business opportunities and offer suitable financial solutions
- Support daily platform activities
- Support business managers and the general manager
- Sell banking products and services
- Provide customer service and promote customer satisfaction
Benefits
- Meal allowance
- Transportation allowance
- Food allowance
- Childcare allowance
- Medical insurance
- Dental insurance
- Life insurance
- Private pension plan
- Gympass and Totalpass membership
- Univers pharmacy partnership
- Access to Itaú Unibanco Club facilities
- Partner-store and service discounts
- Fique OK program
- Discounts on financial products and services