Bilingual Business Analyst LATAM (Portuguese/Spanish)

Tailored Management; Florida; Hybrid; USD 36,000 - 52,000; Full time

Job summary

Tailored Management in Florida seeks a bilingual Business Analyst to support Latin America corporate banking clients, primarily Brazil. You will troubleshoot electronic banking platforms (CashPro) and guide treasury management inquiries, serving as a tech liaison for high-revenue clients via phone and email.

The role requires Portuguese fluency and English proficiency, strong communication, and 1–2 years in banking or financial services, with customer-facing experience.

Qualifications

• Fluent in Portuguese and English, both written and verbal.

Responsibilities

• Serve as the primary technical support contact for corporate banking clients across Latin America, particularly Portuguese-speaking clients in Brazil.
• Provide technical assistance, troubleshooting, and guidance related to electronic banking platforms, including CashPro.
• Review, analyze, and resolve client inquiries involving treasury management, cash management, card services, and depository products.
• Assist clients with platform functionality, system access, and technical banking inquiries.
• Build and maintain strong client relationships by delivering responsive, professional, and solution-oriented support.
• Collaborate with internal partners and technology teams to investigate and resolve complex technical issues.
• Identify recurring issues, evaluate potential solutions, and escalate when necessary.
• Educate clients on banking technology, system capabilities, and platform processes.
• Manage multiple client requests with accuracy and attention to detail.
• Maintain accurate documentation of client interactions, issues, and resolutions.
• Adapt to evolving technologies and client servicing requirements.

Skills

Portuguese fluency

English fluency

Communication

Customer service

Analytical thinking

Problem solving

Attention to detail

Multitasking

Tools

Microsoft Office (Excel)

Microsoft Outlook

PowerPoint

Word

Job description

Bilingual Business Analyst – LATAM (Portuguese/Spanish)

Location: Hialeah, FL 33015
Pay Rate: $32/hr
Work Arrangement: Fully onsite during the initial 120-day onboarding period; hybrid thereafter, with a minimum of 3 days onsite per week.
Schedule: Monday–Friday, 7:00 AM–4:00 PM or 8:00 AM–5:00 PM EST
Language Requirements: Fluent Portuguese; Spanish is a plus
Employment Type: Contract-W2
Start Date: ASAP
Contract Length: 12-months with potential for extension

Position Overview

We are seeking a Bilingual Business Analyst or aCashPro Technical Client Support Consultant to support corporate banking clients across Latin America, with a primary focus on Brazil.

This position serves as a first point of contact for high-revenue corporate clients seeking technical assistance with electronic banking platforms and treasury management solutions. You will provide technical guidance, troubleshoot platform-related issues, analyze client inquiries, and coordinate with internal business partners to ensure timely and effective resolution.

The ideal candidate combines strong communication and customer service skills with technical aptitude and banking or financial services experience. Fluency in both Portuguese and English is essential to effectively support Brazilian clients through phone and email channels.

Key Responsibilities

• Serve as the primary technical support contact for corporate banking clients across Latin America, particularly Portuguese-speaking clients in Brazil.
• Provide technical assistance, troubleshooting, and guidance related to electronic banking platforms, including CashPro.
• Review, analyze, and resolve client inquiries involving treasury management, cash management, card services, and depository products.
• Assist clients with platform functionality, system access, and technical banking inquiries.
• Build and maintain strong client relationships by delivering responsive, professional, and solution-oriented support.
• Collaborate with internal business partners and technology teams to investigate and resolve complex technical issues.
• Identify recurring issues, evaluate potential solutions, and escal... when necessary.
• Educate clients on banking technology, system capabilities, and platform processes.
• Manage multiple client requests simultaneously while maintaining accuracy, service quality, and attention to detail.
• Maintain accurate documentation of client interactions, technical issues, and resolutions.
• Adapt to evolving technologies, business processes, and client servicing requirements.

Must HaveQualifications

• Fluent in Portuguese and English, both written and verbal.
• 1–2 years of experience in banking, financial services, or a related industry.
• At least 1 year of customer service or client-facing experience.
• Proficiency in Microsoft Office applications, including Excel, Outlook, PowerPoint, and Word.
• Excellent verbal and written communication skills.
• Strong attention to detail, analytical thinking, and problem‑solving abilities.
• Ability to navigate multiple computer systems and applications while interacting with clients