Relationship Agent

Description

**Description and Responsibilities:** **Schedule:** Monday to Friday, from 8 a.m. to 6 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Tenured \- CLT labor code * Identify business opportunities during interactions with existing or potential customers. * Offer products and services according to each customer's needs. * Market existing portfolio products and services, as well as perform other routine frontline customer service tasks. * Prospect new customers and new business opportunities that benefit the cooperative, its customers, and the community. * Manage the customer portfolio assigned to you. * Support the branch manager in conducting processes. * Provide personalized, high-quality service to customers within your portfolio. * Expand customer engagement with the branch by seeking business opportunities aligned with each cooperative member's profile. * Provide documentation for internal and external audit review upon request. * Collect overdue payments: verify incidents, contact customers, seek solutions until process completion, positively contributing to business results. * Assist customers in regularizing their debts. * Formalize approved debt renegotiation proposals. * Support management with information on outstanding debts eligible for legal action, per Internal Policy. * Other related activities. **Requirements:** * Completed or ongoing undergraduate degree in Business Administration, Economics, Accounting Sciences, or related fields * Proficiency in Microsoft Office suite * Knowledge of cooperative financial institutions * Knowledge of financial products and services * Knowledge of sales techniques * Knowledge of negotiation techniques * Knowledge of financial mathematics * ANBIMA CPA-10 certification **Benefits:** Birthday Day Off, Medical insurance, Dental insurance, Childcare allowance, Education allowance, Gympass, Profit-sharing program, Private pension plan, Life insurance, Transportation voucher