Commercial Opportunities Professional
Itaú is a banking and financial services company serving individual, business, institutional, and public-sector customers.
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
Commercial opportunities at Itaú for people with disabilities, supporting roles in branches, business customer service, and high-income customer service. The position involves commercial activities, customer relationships, financial product sales, and remote channels while working onsite in São Paulo.
Requirements
- Completed or ongoing higher education in an exact or humanities field
- Experience in commercial areas
- Customer service experience
- Active CPA10 or CPA20 certification is desirable; candidates without either certification may still apply
- Collaboration, results orientation, customer focus, motivation to learn, organization, resilience, flexibility, teamwork, and interpersonal skills
Responsibilities
- Monitor the economic scenario, market trends, and financial indicators
- Sell financial products
- Prospect customers and establish relationships
- Provide consultative customer service and monitor performance indicators
- Use remote channels to sell products and services
Benefits
- Meal voucher
- Transportation voucher
- Food allowance
- Childcare assistance
- Medical assistance
- Dental assistance
- Life insurance
- Private pension
- Wellhub and Totalpass partnerships
- Univers partnership
- Itaú Unibanco Club visits, reservations, and lodging
- IUPP benefits and discounts program
- Fique OK program
- Corporate university
- Discounts on financial products and services
Hiring Process
Registration; curriculum analysis; screening; disability report validation; conversation with the selection team; opportunity matching; conversation with leadership; hiring.