Vehicle Account Manager
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
You will manage and develop a client portfolio, build long-term relationships, identify commercial opportunities, and offer appropriate financial solutions. You will monitor portfolio performance, prepare management reports, analyze results, advise clients on financial decisions, and conduct in-person client visits.
Requirements
- Completed higher education in Administration, Commercial Management, Economics, or a related field
- Intermediate or advanced knowledge of Excel and PowerPoint
- Excellent verbal and written communication
- Negotiation, influence, and relationship-building skills
- Analytical ability to interpret data and generate insights
Responsibilities
- Manage and develop a client portfolio
- Identify commercial opportunities and offer appropriate financial solutions
- Monitor performance indicators and manage portfolio results
- Prepare management reports and analyze performance
- Advise clients on financial decisions and growth opportunities
- Conduct in-person client visits
Benefits
- Meal voucher
- Transportation voucher
- Food voucher
- Childcare assistance
- Medical insurance
- Dental insurance
- Life insurance
- Private pension
- Gympass and Totalpass membership
- Univers pharmacy discount program
- Access to Itaú Unibanco Club facilities
- Partner discounts
- Fique OK program
- Corporate university
- Discounts on financial products and services