Daily Banker

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 individuals seeking to be part of a fast-growing offshore operation. The role offers significant potential for learning and professional development within a dynamic and international environment.

The Digital Offshore team is responsible for serving clients across BTG Pactual’s Digital channels — B2B, Advisors, B2C, and Necton. As a Daily Banker, you will be the operational point of contact supporting bankers based in Miami, ensuring that client requests 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 up end-to-end until completion.

Support account opening workflows for individual and corporate clients, collecting required documentation, creating Salesforce leads, and coordinating with the Onboarding team until accounts are active.

Prepare, route for signature, and track legal and compliance documents such as Powers 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.

Assist with the setup and activation of banking products and services such as debit/checking accounts (Corestone), Homebroker, margin agreements, structured notes, and options programs.

Support clients with App and Portal access, biometric setup, and technology-related issues, 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.

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

Manage document delivery preferences, eDelivery enrollment, 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 a seamless client experience.

Maintain accurate and up-to-date records of all client interactions and service requests in Salesforce, ensuring full traceability and follow-through.

Required Experience and Skills

Bilingual proficiency in English and Portuguese is mandatory; Spanish is a plus.

Experience in banking operations, financial services, or a client-facing support role is preferred.

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

Experience with CRM platforms, particularly Salesforce, to log interactions and manage service workflows.

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

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

Collaborative, proactive, and solutions-oriented mindset, with genuine alignment to BTG Pactual’s culture and values.