Solutions Specialist | Banking Sector (Fluent Spanish)

• Fluent Spanish and Portuguese, both written and spoken, ESSENTIAL"; English knowledge will be valued.
• Requirements Degree in Management, Economics, Finance, Law, or a similar area.
• Minimum of 3 to 5 years of experience in the Portuguese financial sector, preferably in banking, insurance, servicers, financial BPO, or operational consulting.
• Transversal knowledge of banking operations in Portugal, including financial products, debt recovery, customer service, and operational control.
• Experience in process design and improvement, definition of service models, SLAs, KPIs, and preparation of proposals for financial clients.
• Knowledge of the Portuguese and European regulatory framework applicable to the financial sector, namely Banco de Portugal, ASF, CMVM, PSD2, GDPR, and DORA.
• Analytical capacity, operational vision, and orientation towards scalable and efficient solutions.
• Ease of communication and articulation with different stakeholders in multidisciplinary and international contexts.
• Autonomous, proactive profile with a strong capacity for adaptation.

• Competitive salary adjusted to demonstrated experience.
• Working hours from Monday to Friday, from 09:00 to 18:00.
• 22 days of annual vacation + an additional day on your birthday.
• Permanent employment contract.
• Integration into an international Business Unit specializing in financial services.
• Participation in strategic and transformation projects in the Portuguese financial sector.
• Collaborative, international environment oriented towards operational innovation.
• Opportunity for growth and direct impact on the development of the Portuguese market.
• Access to discounts and advantages on internal platforms in the areas of travel, leisure, and fashion.

Servinform Portugal is a company specializing in communication solutions and business service management. With a strong presence in the contact center sector, we offer a dynamic, professional work environment focused on the growth of our employees.

We value talent, dedication, and a commitment to excellence in customer service. With 47 years of experience and more than 6,000 professionals, our team is the key to our success. If you are looking to be part of a dynamic, highly qualified team with a global vision, join Servinform. Your talent is what we need to continue innovating!

Join a leading Iberian team in the BPO sector, taking on a strategic role in defining solutions and operational models for banking and insurance clients in Portugal. We are looking for a specialist profile, with strong functional and operational knowledge of the Portuguese Financial market, capable of acting as a liaison between business, operations, and solutions.

As a Solutions Technician in the Financial Sector, you will be the main functional point of reference for the Portuguese market within the Financial Services Business Unit, supporting local Client Directors in building proposals, designing service models, and the operational and economic structuring of solutions for clients in the banking and insurance sectors. Reporting directly to the Solutions Management, you will have a central role in adapting the group's capabilities and standards to the Portuguese regulatory, cultural, and operational reality.

Main Responsibilities:

• Act as the functional Solutions reference for the Portuguese market, ensuring alignment between client needs, operational models, delivery capacity, and business objectives.
• Participate in the preparation of commercial proposals for financial clients, contributing to: end-to-end service model design; definition of operational scope; creation of SLAs, KPIs, and control models; operational sizing and economic structuring of solutions.
• Adapt group standards and solutions to the specificities of the Portuguese market, ensuring regulatory compliance and cultural adequacy.
• Act as a functional bridge between the Iberian Solutions team (Madrid) and the commercial and operational teams in Portugal. — a fluent level of Spanish (B2 or equivalent), both written and spoken, is essential."
• Collaborate with Operations and Technology teams to ensure that the proposed solutions are viable and executable in the Portuguese context.
• Work in coordination with Business Unit domain specialists whenever necessary, maintaining functional responsibility for the Portuguese client.
• Identify opportunities for continuous improvement, growth, and cross-selling in the Portuguese financial market.