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Relationship Manager
Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Ademar de Barros, 529, Porto Feliz - SP, 18540-000, Brazil
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Description

Job Summary: Manage the marketing and provision of the cooperative's products and services, supporting unit activities to ensure excellence in customer service and acquisition of new members. Key Highlights: 1. Personalized and high-quality service to members 2. Focus on member retention and loyalty 3. Prospecting new customers and business opportunities * Manage the marketing and provision of the cooperative's products and services, supporting all unit (PA) activities to ensure excellence in service delivery and acquisition of new members, aiming at profitability and portfolio expansion, achievement of established targets, and offering product and service solutions aligned with members' expectations and loyalty within the manager's area of responsibility. **Responsibilities and Duties** * Prepare analytical and monitoring reports related to the manager's operational unit; * Plan, monitor, and evaluate the performance of the members' portfolio; * Prospect new customers and new business opportunities in the market that benefit the cooperative, its members, and the community; * Provide personalized and high-quality service to members in the manager's portfolio, pursuing member retention and loyalty while maintaining a consultative approach. * Advise members in the manager's portfolio on financial matters without influencing their decisions; * Define a visitation program for members in the manager's portfolio according to internal procedures; * Be responsible for increasing the membership portfolio, resource acquisition, and allocation; * Evaluate credit granting requests from members in the manager's portfolio jointly with the Credit Department and in accordance with the System's regulations; * Monitor investments in the manager's portfolio and manage credit recovery processes under the manager's responsibility; * Monitor outstanding balances in the manager's portfolio and submit the most relevant cases to the immediate supervisor for resolution; * Perform other duties assigned by management or arising from organizational and business needs. **Requirements and Qualifications** * Completed Bachelor's Degree * CPA\-10 Certification * Knowledge of the Financial Market * Knowledge of Sales/Customer Relationship Management * Postgraduate Degree (Desirable) * CPA\-20 Certification (Desirable) * Five years of experience in related fields (Desirable) **Additional Information** * Meal Allowance; * Food Voucher; * 13th Food Basket \- Christmas Basket; * Transportation Allowance; * Unimed Health Insurance; * Uniodonto Dental Insurance; * Variable Compensation \- Profit Sharing (PLR); * Life Insurance; * Day Off; * \+ 1 Free Day; * Sponsored Pension Plan; * FATES; * Gympass; * Childcare/Babysitter Assistance; * Mental Health Benefit; * Flexible Working Hours; * Hybrid Work Model; * Workplace Gymnastics; * Extended Maternity Leave; * Extended Paternity Leave; * Career Development Program. **Cocre** is a financial cooperative institution with over 50 years of history, part of Brazil's Credit Cooperative System (Sicoob). In addition to sugarcane suppliers and agribusiness professionals, the institution offers financial solutions to commerce, services, and industry sectors, as well as individuals, providing its members with financial products and services such as insurance, checking accounts, investments, cards, consortia, credit, bank collections, pension plans, merchant acquiring, payments—always adhering to regulatory requirements set forth by monetary authorities. Our identity is reflected in: **Mission:** To provide financial education and innovative, delightful experiences to our members and community. **Vision:** To be a benchmark in cooperation, delivering the best financial solutions and adding value to society through a new human-centered experience. **Values:** Cooperation, excellence, and trust; respect for and appreciation of people; sustainability and inclusion; communication and transparency; innovation and simplicity; inspiring leadership; ethics and integrity. **Purpose:** Together, promote financial justice, inter-cooperation, sustainable development, and help realize dreams.

Source:  indeed View original post
João Silva
Indeed · HR

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