Description
**Description and Responsibilities:**
**Schedule:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break
**Level:** Professional
**Employment Type:** Permanent – CLT
* Advise on the development of the individual (PF) portfolio, contributing to expanding the volume of products and services used, aligned with the cooperative member’s profile;
* Support the achievement of targets and objectives established in the cooperative’s strategic plan;
* Conduct prospecting visits and relationship maintenance activities to understand and strengthen ties with cooperative members;
* Provide technical support to commercial analysts and assistants to ensure service quality and responsiveness, goal attainment, and adherence to visit schedules;
* Rotate the portfolio within timelines planned by the commercial strategy department, conducting visits as required, phone calls, etc.;
* Monitor portfolio indicators and results via the management dashboard and implement commercial strategies and action plans based on the cooperative’s strategic plan;
* Support credit recovery for members within one’s portfolio by collecting from delinquent members in accordance with the cooperative’s current guidelines and regulations;
* Perform other duties related to the position.
**Requirements:**
* Completed undergraduate degree and postgraduate degree in Business Management or related fields;
* Relevant work experience in the role;
* Proficiency in sales techniques;
* In-depth knowledge of financial products and services;
* Familiarity with the financial market, credit cooperative legislation, credit policies and regulations, etc.;
* Proficiency in Microsoft Office suite;
* CPA-10 certification.
**Benefits:**
Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Birthday Gift Card, Annual Fee Waiver for SicoobCard, School Supplies Kit for Dependents, Maternity/Paternity Kit, National Health Plan | Unimed, National Dental Plan | Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Allowance, Transportation Voucher