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Corporate Relationship Manager | Unicred Premium Capital - Lajeado/RS

Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Borges de Medeiros, 120 - Centro, Lajeado - RS, 95900-120, Brazil
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Job Summary: Unicred Premium Capital is seeking a professional to build a portfolio of corporate cooperatives, providing financial consulting and promoting the cooperative's sustainable growth. Key Highlights: 1. Resolutive and excellent service to corporate cooperatives 2. Financial consulting and cooperative member retention 3. Promoting the cooperative's sustainable growth **PLEASE NOTE**! Update your registration data with contact phone number, e\-mail, education level, address, and professional experience. A complete registration not only allows us to know you better but also helps us understand your skills, experiences, and aspirations in greater detail, increasing your chances in the selection process. Good luck! **Unicred Premium Capital in Lajeado/RS** is seeking a professional to build a portfolio of corporate cooperatives. In this role, the objective is to deliver resolutive and excellent service, fostering identification with cooperative principles and implementing actions that achieve outstanding results while demonstrating Unicred’s values to its cooperatives. Provide financial consulting to cooperatives, ensuring their retention and sustainably marketing the cooperative’s products and services. Promote the cooperative’s sustainable growth through prospecting new cooperatives and business opportunities. **Responsibilities and Duties** * ***Cooperative Portfolio Management:*** Manage the cooperative portfolio using control spreadsheets, monitoring and striving to maintain ideal averages for items such as demand deposits, time deposits, loans, credit limits, overdraft usage, product penetration rate, and risk provision, aiming to achieve sustainable financial results for both the business unit and the Cooperative. * ***Financial Consulting:*** Provide financial advisory services to cooperatives through financial profile diagnosis, planning, and guidance on business transactions—from purchasing products (credit cards, pension plans, insurance, etc.) to advice on credit and financial investments—aiming to establish sound financial health and/or realize personal/professional goals. * ***Resolutive Relationship Management:*** Deliver excellent service grounded in ethics, transparency, and cooperation. Market the Cooperative’s financial products and services in a manner that provides solutions tailored to cooperatives’ needs. * ***Business Unit and Cooperative Results, Goals, and Cooperative Member Satisfaction Level:*** Monitor and evaluate with management whether projected financial goals and results for your cooperative portfolio have been achieved. Collaborate with management to assess cooperative members’ satisfaction levels regarding the unit team’s relationship performance. **Requirements and Qualifications** Basic requirements include: * Completed undergraduate degree in Business Administration, Accounting, Economics, or related fields; * Experience in a financial institution; * Active CPA\-20 certification. CEA or CFP certifications are considered advantageous; * Driver’s license class B is desirable. **Exclusive prerequisites for Unicred Núcleo Geração employees:** The Unicred system employee must have at least one year of tenure and meet the minimum profile required for this position (requirements). After receiving applications, Unicred Núcleo Geração’s People Management team will conduct the process internally and forward the necessary information. Inform your immediate supervisor about your interest in this process. **Internal Application Deadline****: 09/02/2026** **Additional Information** **Comprehensive Benefits Package:** * Meal Allowance; * Food Voucher; * Education Assistance \- Undergraduate and MBA; * ANBIMA Certification preparation course and subsidy; * Health Insurance with immediate coverage upon hiring and possibility of including dependents, per internal regulations; * Dental Insurance with possibility of including dependents, per internal regulations; * Life Insurance; * Work Disability Insurance \- SERIT; * Banked Hours; * 180-day Maternity Leave; * 20-day Paternity Leave; * Daycare/Babysitter Assistance; * Private Pension Plan; * Wellhub (Gympass); * Zenklub; * English Pass; * Credit Card Annual Fee Waiver; * PPR \- Profit Sharing based on Cooperative’s financial results; * Leadership Development Program; * Open Doors Program \- Visits and learning at other branches. **Working Hours:** Monday to Friday \- From 8:30 AM to 5:30 PM with a one-hour lunch break. We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the purpose of bringing prosperity to all cooperatives’ lives, transforming our reality into a more collaborative environment. We believe in each person’s potential, valuing their ideas and abilities. Here, you’ll have the opportunity to join a great team that contributes to transforming lives through cooperation. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. Currently, we have over 4\.300 Employees, 330 thousand Cooperatives, 25 Cooperatives, approximately 380 Business Units, plus a National Central Office with Regional Offices in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, cooperatives own the business!** In addition to accessing exclusive products and services developed according to their needs—with the best returns and rates—cooperatives participate in assemblies and institutional decision-making, receiving a share of annual financial results. Our products and services range from checking accounts, credit lines and financing, to investments, private pension plans, credit cards, insurance, among others. We want cooperatives to feel secure in every financial decision. Thus, we combine care, trust, and responsibility to provide healthy and balanced financial lives. **Your talent cooperates with our company.** We’ve reached this point by believing in, supporting, and encouraging people—cooperatives and employees alike. Valuing the collective and promoting equal opportunities in the healthcare sector. We draw inspiration from the cooperative model to combine everyone’s competencies in pursuit of prosperity for all individuals. Together, as a team, we transform individual dreams into even greater achievements. We believe that by cooperating and joining forces, we can achieve extraordinary results. **Follow Unicred’s news and opportunities:** **We cooperate for well\-being, collaboration, and innovation.** We are constantly committed to maintaining organized and welcoming offices to ensure an inspiring and comfortable environment. Whether digital or in person, our goal is to create spaces that foster collaboration and innovation. At Unicred, we engage in multidisciplinary projects promoting interaction and cooperation among all participants. To do so, we seek people like you: creative and eager to make things happen. Together, we can transform ideas into incredible achievements! **Join the team that cares for people’s financial health.** **Join Unicred!**

Source:  indeed View original post
João Silva
Indeed · HR

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Indeed
João Silva
Indeed · HR

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