Daily Banker

Magnetis; São Paulo; Presencial; BRL 407 539 - 611 308; Tempo integral

Resumo da oferta

BTG Pactual US Capital LLC in São Paulo seeks a Daily Banker to support Miami operations on the Digital Offshore team. You will be the operational point of contact handling client requests with accuracy, speed and a strong service mindset.

You will work with Onboarding, Compliance, Technology, and Brazil-based support to ensure smooth client experiences, maintain Salesforce records, and support account openings, transfers, KYC/AML, and banking product setup.

Qualificações

• Bilingual English and Portuguese required; Spanish a plus.
• Experience in banking operations or client-facing support.
• Familiar with account opening, document management, wire transfers, and KYC/AML.

Responsabilidades

• Process and track client operational requests (wire transfers, journals, standing instructions, ACAT/asset transfers).
• Support account opening workflows for individuals and corporates, collect docs and coordinate with Onboarding.
• Prepare, route for signature, and track POA, W-8/W-9, Corporate Resolutions, and KYC files.
• Manage ongoing account maintenance: beneficiaries, online access, and client profile data.
• Assist with setup/activation of banking products and services (Corestone, Homebroker, margins).
• Assist clients with App/Portal access and biometric setup; coordinate with internal teams for resolution.
• Notify clients of account events (wires, transfers, maturities) for proactive communication.
• Support corporate actions, capital calls, AML/KYC requirements in subscriptions.
• Manage delivery preferences, eDelivery, statement distribution, and fee billing via Salesforce.
• Collaborate with Onboarding, Compliance, Technology, and Brazil support to ensure seamless client experience.
• Maintain accurate Salesforce records of interactions and service requests.

Conhecimentos

Bilingual EN/PT

Banking ops exp

Salesforce CRM

KYC/AML

Account opening

Documentation mgmt

Client support

Ferramentas

Salesforce

Descrição da oferta de emprego

We are opening a new internal position on the Digital Offshore team as a Daily Banker, based in São Paulo to support our Miami operations.

BTG Pactual US Capital LLC presents an excellent opportunity for individualsseekingto bepart of a fast-growing offshore operation. The role offers significant potential for learningand professional development within a dynamic and international environment.

The Digital Offshore teamis responsible forserving clients across BTG Pactual’sDigitalchannels — B2B, Advisors, B2C, andNecton. As a Daily Banker, you will be theoperational point of contact supporting bankers based in Miami, ensuring that clientrequests are handled accurately, efficiently, and with a strong service mindset.

Job Duties and Activities

• Process and track client operational requests, including wire transfers, journals,standing instructions, and ACAT/asset transfers,following upend-to-end untilcompletion.


• Support account opening workflows for individual and corporate clients, collectingrequired documentation, creating Salesforce leads, and coordinating with theOnboarding team until accounts are active.


• Prepare, route for signature, and track legal and compliance documents such asPowers of Attorney (POA), W-8/W-9 forms, Corporate Resolutions, and KYC files.


• Manage ongoing account maintenance, including updates to authorized participants,beneficiaries (TOD), online access, and client profile and suitability information.


• Assistwith the setup and activation of banking products and services such asdebit/checking accounts (Corestone),Homebroker, margin agreements, structurednotes, and options programs.


• Support clients with App and Portal access, biometric setup, and technology-relatedissues, coordinating with internal teams for resolution.


• Notify clients of relevant account events, including received wires, security transfers,bond coupons, and maturities, ensuring transparency and proactive communication.


• Assistwith corporate actions, tender offers, and alternative investment administration,including subscription documents, AML/KYC requirements, and capital call tracking.


• Manage document delivery preferences,eDeliveryenrollment, statement distribution,and fee billing routines, including reconciliation and exception handling via Salesforce.


• Collaborate with internal BTG Pactual teams — including Onboarding, Compliance,Technology, and the Brazil-based support team — to resolve issues and ensure aseamless client experience.


• Maintainaccurateand up-to-date records of all client interactions and service requestsin Salesforce, ensuring full traceability and follow-through.

Required Experience and Skills

• Bilingualproficiencyin English and Portuguese is mandatory; Spanish is a plus.


• Experience in banking operations, financial services, or a client-facing support role ispreferred.


• Familiarity with operational processes such as account opening, documentmanagement, wire transfers, and KYC/AML procedures is a strong advantage.


• Experience with CRM platforms, particularly Salesforce, to log interactions andmanage service workflows.


• Strong organizational skills and attention to detail, with the ability to manage multiplerequests simultaneously in a fast-paced environment.


• Clear and professional communication skills in both English and Portuguese, withconfidence in interacting with clients and internal stakeholders.


• Collaborative, proactive, andsolutions-oriented mindset, with genuine alignment toBTG Pactual’s culture and values.

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