PJ Relationship Analyst

Description

Job Summary: The professional will support portfolio development, contribute to the offering of products and services, and conduct follow-up and analysis of reports. Key Highlights: 1. Support in achieving strategic goals and objectives 2. Development of the cooperative members' portfolio 3. Technical and analytical support in product marketing **Description and Responsibilities:** **Working Hours:** Monday to Friday, 8:00 AM to 5:00 PM with a 1-hour break. **Level:** Operational **Employment Type:** Permanent – CLT * Support the achievement of goals and objectives established in the cooperative's strategic plan; * Support portfolio development by contributing to the offering of products and services aligned with the cooperative member's profile; * Provide technical support to relationship assistants to ensure service quality and responsiveness; * Conduct portfolio rotation within timelines planned by the commercial strategy department, including visits whenever required, phone calls, etc.; * Monitor and analyze daily and weekly reports on the cooperative members' portfolio regarding product and service sales, delinquency, and other metrics; * Perform other duties related to the position. **Requirements:** * Bachelor's degree in Business Management or related fields; * Prior experience in this role; * Proficiency in sales techniques; * Knowledge of financial products and services; * Proficiency in Microsoft Office Suite; * CPA certification. **Benefits:** Annual Bonus, Childcare/Babysitter Allowance, Education Allowance, Christmas Gift Card, School 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