Business Analyst

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 a CashPro 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 escalate concerns 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 Have Qualifications

• 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.
• Excellent time management, multitasking, and organizational skills.
• Ability to work effectively under pressure in a fast-paced, team-oriented environment.
• Strong interpersonal skills and the ability to establish professional relationships with clients and internal stakeholders.
• Ability to independently manage workloads, exercise sound judgment, and recognize when escalation is necessary.

Preferred Qualifications

• 3+ years of experience in technical support, banking operations, financial services, or client servicing.
• Previous experience supporting corporate banking clients or treasury management services.
• Familiarity with electronic banking platforms, cash management solutions, payment systems, or treasury products.
• Experience troubleshooting software applications or supporting business systems.
• Previous experience with CashPro or similar corporate banking platforms.
• Spanish language proficiency.
• Bachelor's degree in Information Technology, Computer Science, Business, Finance, or a related discipline, or equivalent professional experience.
• Experience delivering client training, product demonstrations, or technical presentations.

At Tailored Management, we help people get jobs and take pride in their work, so we better take pride in ours too. Not every company has the opportunity to meaningfully and directly impact individuals in a way that makes their lives tangibly better. To better support our employees, we offer a wide variety of benefit options to support you. We offer:

• Medical Coverage – HDHP, PPO, and Surest plan options
• Minimum Essential Coverage (MEC)
• Dental Insurance
• Vision Insurance
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Life & AD&D Insurance
• Critical Illness Insurance
• Accident Insurance
• Employee Assistance Program (EAP)

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