# Atendimento ao Cliente: Garantir um atendimento eficiente e cordial, solucionar problemas e manter a satisfação dos clientes.# Coordenação da Equipa: coordenar a equipa da agência, atribuir tarefas, oferecer suporte e incentivar o desenvolvimento profissional.# Operações Diárias: Supervisionar as operações diárias da agência, garantindo a conformidade com políticas internas.# Metas de objectivos : Estabelecer e monitorizar metas de vendas para produtos e serviços bancários, incentivando e apoiando a equipa a alcançá-las.# Formaçao da Equipa: disponibilizar formação contínua para a equipa, mantendo-a actualizada sobre procedimentos, produtos e serviços.# Análise de Riscos: Avaliar e gerir os riscos associados às operações bancárias, implementando medidas para mitigar possíveis impactos.# Gestão de Crédito e Risco de Investimento: Avaliar pedidos de financiamento , decidir sobre concessões de crédito e gerir riscos associados a investimentos.# Compliance: Assegurar que a agência esteja em conformidade com as regulamentações bancárias e normas internas# Resolução de Problemas: Lidar com problemas procurando soluções eficazes de resolução # Implementação de Políticas: Aplicar políticas e directrizes do banco

# Management and promotion of the customer portfolio in the private and corporate segments based on the strategy and annual objectives defined by the Institution;# Attracting new customers through prospecting, scheduling meetings and presenting the Bank's products and services;# Establishment of commercial protocols with intermediaries, monitoring, screening of processes, analysis, decision and formalization;# Analysis of credit risk through the collection of elements, data processing, study, structuring and assembly of operations and issuing of opinions; Direct intervention in the formalization of contracts in close relationship with the various parties involved in the process (legal, fiscal, financial, etc.);# Arrangement of operations in foreign currency, namely documentary credits and external financing with direct contact in the market room for currency trading;# Framework, analysis of investment projects and submission of applications to various funding and incentive programs (Portugal 2020; Invest QREN; Support Line for the Qualification of the Tourism of Portugal Offer; Support Line for Entrepreneurship and Self-Employment, ADN Line - Support for business development, etc. );# Sale of investment products, namely Securities and Real Estate Investment Funds, Complex structured products;

# Customer service and support, according to defined procedures;# Presentation and sale of financial products / services;# Presentation and sale of life and non-life insurance;# Reception and handling of complaints;# Clarification of doubts and/or questions;# Integration of information collected in the computer system;# Support for the activity of customer managers;

# Direct reporting to the financial officer;# Responsible for a set of financial processes, which included the management of accounts receivable and payable, cash-flow and cash funds;# Preparation of analysis reports to support management and decision, transactions and budgeting;# Analysis of budget deviations, costs and profitability of projects;