Relationship Agent

Description

**Description and Responsibilities:** **Schedule:** Monday to Friday, from 8 a.m. to 6 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT * Identify business opportunities during interactions with existing or potential customers. * Offer products and services according to each customer’s needs. * Market existing portfolio products and services, as well as perform other routine frontline customer service tasks. * Prospect new customers and new business opportunities that benefit the cooperative, its customers, and the community. * Manage the customer portfolio assigned to you. * Support the branch manager in process execution. * Provide personalized, high-quality service to customers within your portfolio. * Expand customer engagement with the branch by seeking business opportunities aligned with each cooperative member’s profile. * Provide documentation for internal and external audit review upon request. * Collect overdue payments: investigate cases, contact customers, seek solutions until case resolution, positively contributing to business results. * Assist customers in regularizing their outstanding debts. * Formalize approved debt restructuring proposals. * Supply management with information on significant overdue amounts eligible for legal action, per Internal Policy. * Other related duties. **Requirements:** * Completed undergraduate degree in Administration, Economics, Accounting Sciences, or related fields. * Proficiency in Microsoft Office suite. * Knowledge of cooperative financial institutions. * Knowledge of financial products and services. * Knowledge of sales techniques. * Knowledge of negotiation techniques. * Knowledge of financial mathematics. * ANBIMA CPA-10 certification. **Benefits:** Birthday Day Off, Medical Assistance, Dental Assistance, Childcare Allowance, Education Allowance, Gympass, Profit Sharing, Private Pension Plan, Life Insurance, Transportation Voucher