Individual Relationship Manager

Description

Job Summary: Responsible for developing and implementing customer relationship strategies, managing product and service portfolios, and delivering financial consulting with an emphasis on profitability and customer retention. Key Highlights: 1. Strategic engagement in customer relationship management and portfolio management. 2. Opportunity for results-oriented financial consulting. 3. Focus on service quality, efficiency, and standardization. **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour break **Experience Level:** Professional **Employment Type:** Permanent – CLT Responsible for developing and implementing customer relationship strategies, including portfolio management of products and services, supporting business teams and PA-related processes—particularly for individual members—through marketing of existing portfolio products and services, as well as delivering financial consulting tailored to members’ needs and the cooperative’s objectives, aiming at profitability and portfolio growth, while promoting service quality, efficiency, and standardization, meeting established targets, and offering products and services aligned with customer expectations and loyalty within the assigned area of responsibility **Requirements:** Completed or currently pursuing a Bachelor’s degree (fields: Administration, Economics, Accounting, or related disciplines); CPA-10 certification; Proficiency in computer applications (Microsoft Office suite); Expertise in negotiation of financial products and services; Knowledge of credit cooperative legislation; Proficiency in customer service and sales techniques; Understanding of the financial market; Familiarity with credit policies; Familiarity with regulations issued by BACEN, CVM, and ANBIMA; Proficiency in financial mathematics; Proficiency in products and services (funding and credit, bank collections, etc.). **Benefits:** Medical assistance, Dental assistance, Gym allowance, Daycare allowance, Education allowance, Clothing allowance, Corporate mobile phone, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Food voucher, Transportation voucher