Portuguese Banking Client Advisor in Lisbon

Workster Jobs; Lisboa; On-site; EUR 30,000 - 45,000; Full time

Benefits offered by this job

Comprehensive benefits package

Paid training

Modern office facilities

Career progression opportunities

Employee wellbeing initiatives

Job summary

Workster Jobs is recruiting a talented Banking Client Advisor for a full-time position based in Lisbon. The role involves providing exceptional customer support and financial advice to retail and small business clients across various channels.

Successful candidates will possess strong communication skills, a client-focused attitude, and the ability to manage multiple client interactions. The position offers competitive salary and comprehensive benefits, as well as opportunities for career progression and professional development.

Qualifications

• Native Portuguese (C2) for communication and reporting.
• Previous experience in retail banking or customer service is advantageous.
• Comfortable working with CRM systems and standard office tools.

Responsibilities

• Respond to client enquiries via phone, email, and in-person.
• Assess client needs and recommend banking products.
• Maintain accurate client records and update systems.

Skills

Verbal and written communication skills

Numerical literacy

Client-focused attitude

Ability to build rapport

Problem-solving mindset

Tools

CRM systems

Standard office tools

Job description

Workster is partnering with a respected international bank to recruit a Portuguese Banking Client Advisor for a full-time position based in Lisbon.

In this role, you will provide high-quality, customer-focused advice and support to retail and small business clients over phone, email and in person. You will manage client enquiries, identify financial needs, promote appropriate products and services, and ensure compliance with bank policies and regulatory requirements. You will work within a collaborative branch and contact-centre environment, contributing to a positive client experience and helping to grow long-term relationships.

Your Role

• Respond to client enquiries via phone, email and face-to-face meetings, delivering clear, professional and timely service

• Assess client needs and recommend suitable banking products and services including accounts, loans, savings and payment solutions

• Process account openings, maintenance requests and routine transactions in line with internal procedures and compliance requirements

• Identify opportunities to cross-sell and upsell appropriate products while prioritising the client’s best interests

• Maintain accurate client records and update systems with interaction details, follow-ups and outcomes

• Escalate complex cases to specialised teams and collaborate with colleagues to resolve client issues efficiently

• Contribute to branch targets and performance metrics, supporting a customer-centric culture

• Participate in training, knowledge-sharing sessions and quality assurance activities to maintain high standards

Your Qualifications

• Native Portuguese (C2) for internal communication and reporting

• Previous experience in retail banking, financial services, customer service or sales is advantageous

• Strong verbal and written communication skills with a professional, client-focused attitude

• Good numerical literacy and attention to detail to handle transactions and adhere to compliance processes

• Ability to build rapport quickly and manage multiple client interactions in a busy environment

• Comfortable working with CRM systems and standard office tools; quick to learn new platforms

• Problem-solving mindset, resilience and ability to remain calm under pressure

• Eligibility to work in Portugal and willingness to work occasional early shifts or Saturdays if required by the branch

The Offer

• Full-time position based in Lisbon with competitive salary aligned to experience

• Comprehensive benefits package including social security contributions and supplemental perks where applicable

• Paid training and structured onboarding with ongoing coaching and performance feedback

• Modern office and branch facilities with ergonomic equipment provided

• Opportunities for career progression within the bank and professional development programmes

• Supportive, multicultural team environment and a focus on work–life balance

• Employee wellbeing initiatives and access to assistance programmes

• Regular team events and opportunities to engage with colleagues across functions