Relationship Agent

Description

Job Summary: A professional responsible for identifying business opportunities, offering products/services, prospecting cooperative members, managing portfolios, and delivering personalized service—with a focus on expanding relationships and resolving overdue payments. Key Highlights: 1. Personalized service and relationship management with cooperative members 2. Identification and prospecting of new business opportunities 3. Cooperative member portfolio management **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, 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 tailored to each cooperative member's needs; * Market existing portfolio products and services, and 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 cooperative member portfolio assigned to the agent; * Support the branch and relationship manager in process execution; * Deliver high-quality, personalized service to cooperative members in the assigned portfolio; * Expand cooperative members' engagement with the branch by seeking business opportunities aligned with each member's profile; * Conduct collections from delinquent members; * Assist cooperative members in resolving their overdue payments; * 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, or related fields; * CPA-10 certification is desirable. **Benefits:** ACERCC \- Cultural, Sports and Recreational Association Copérdia e Crediauc, Annual Bonus, Childcare/Babysitting Allowance, Education Allowance, Longevity Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Leave, Health Plan, Dental Plan, PPR \- Profit Sharing Program, Private Pension, Life Insurance, Uniform, Meal Voucher