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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial services sales and customer support, utilizing strong communication skills to enhance customer experience and drive business improvement. Proficient in CRM management and financial calculations, with a focus on achieving sales targets and maintaining service standards.
Highest-signal resume keywords
Financial Services Sales ExperienceCustomer Service ExpertiseCRM ManagementFinancial CalculationsCPA-10 or CPA-20 Certification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ServicesSales StandardizationCustomer OnboardingFinancial CalculationsExcelPowerPointWordOutlookSlackTeams
Soft Skills
Excellent Customer ServiceCommunication SkillsProblem-SolvingTeam CollaborationContinuous Improvement Mindset
Tools & Technologies
IntercomWhatsAppOmie ERPOmie CRM
Certifications & Qualifications
CPA-10CPA-20
Industry Keywords
Financial ProductsCustomer ActivationBusiness AdministrationEconomicsMarketing
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Contact customers and offer financial services.
- Ensure excellent customer service via Intercom, WhatsApp, email, or phone.
- Provide support and answer questions about financial services for customers, the support team, or Omie ERP sales executives.
- Study the FAQs and complete relevant training to become a subject-matter expert on financial products.
- Record and keep the Omie CRM portfolio up to date.
- Follow the sales operating model and maintain sales standardization.
- Escalate tickets to internal teams or partners to resolve customer activation issues.
- Identify and flag gaps or opportunities to improve financial services.
- Serve customers during the agreed business hours, from 9:00 a.m. to 6:00 p.m.
- Participate in daily meetings focused on continuous business improvement.
- Monitor and take action throughout the customer onboarding and activation process.
- Work toward achieving targets in accordance with company policies and values.
- Work with the lists provided by the Planning team.
Requirements
What you’ll need- Prior experience selling financial services is essential, such as checking accounts, credit, receivables advances, loans, KGIRO, investments, and credit card payment terminals.
- Academic background in Business Administration, Economics, Engineering, or Marketing.
- Technical skills: Excel, PowerPoint, Word, Outlook, Slack or a similar platform, Teams or a similar platform, and financial calculations.
- CPA-10 or CPA-20 certifications are a plus.
- At least 2 years of experience in customer service, either in person or digitally.
Benefits
Comp & perks- Dental Plan | Amil Dental
- Health Plan | Bradesco Saúde
- Mental Health Platform
- Telemedicine Platform
- Life Insurance | Prudential
- Pharmacy Benefit
- Fitness Allowance
- Birthday Day Off
- Flexible Meal Voucher
- Home Office Allowance
- Childcare Assistance
- Transportation Voucher and Company Shuttle
- Discount Platform (Allya, SwileShop, and Dell)
- Educational Benefits
- Travel Benefits
- Pet Health Plan
- SESC Benefits
- Profit-Sharing Program (PPRL)