Relationship Agent

Description

Job Summary: The professional will identify opportunities, offer products and services, prospect new cooperative members, manage portfolios, and provide personalized service, while also handling collections from delinquent members and formalizing proposals. Key Highlights: 1. Personalized and high-quality service to cooperative members. 2. Prospecting new cooperative members and business opportunities. 3. Management of the cooperative members' portfolio. **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Tenured \- CLT labor code * Identify business opportunities during interactions with current or potential cooperative members; * Offer products and services according to each cooperative member's needs; * Market existing portfolio products and services, as well as perform other frontline service-related tasks; * Prospect new cooperative members and new business opportunities beneficial to the cooperative, its members, and the community; * Manage the portfolio of cooperative members under their responsibility; * Support the branch and relationship manager in conducting processes; * Provide personalized and high-quality service to cooperative members in their portfolio; * Expand the cooperative member's relationship with the branch by identifying business opportunities aligned with each member's profile; * Collect payments from delinquent members; * Assist cooperative members in regularizing their debts; * Provide documentation for internal and external audit review upon request; * Formalize approved debt restructuring proposals; **Requirements:** * Completed or ongoing undergraduate degree in Administration, Economics, Accounting Sciences, or related fields; * CPA-10 certification is desirable. **Benefits:** ACERCC \- Cultural, Sports and Recreational Association Copérdia e Crediauc, Annual Bonus, Childcare/Babysitter Allowance, Education Allowance, Longevity Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Day Off, Health Plan, Dental Plan, PPR \- Profit Sharing Program, Private Pension, Life Insurance, Uniform, Meal Voucher