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Customer Service Agent

Indeed
Full-time
Onsite
No experience limit
No degree limit
R. Francisco Leite, 140 - Centro, Araras - SP, 13600-050, Brazil
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Description

Job Summary: Responsible for member service and assistance, offering products and services, and supporting management in prospecting cooperatives and negotiating. Key Highlights: 1. Direct and telephone assistance to members 2. Marketing of financial products and services 3. Supporting management in prospecting and negotiation * Provide direct or telephone assistance to members, offering guidance and clarifications regarding their products and services, accounts, cash services, registration updates, ATM usage, among others; additionally support management in prospecting new cooperative members and negotiating products and services. **Responsibilities and Duties** * Be responsible for member service in accordance with the quality standards defined by SICOOB; * Market available products and services to generate business for the cooperative, respecting applicable rules, procedures, and current legislation; * Request and verify documentation required for opening checking accounts, payroll accounts, and/or savings accounts, as per checklist; * Update members' registration data; * Consult restrictive databases to expedite member service, recording members' registration restrictions in the system; * Request credit, debit, or multi-function cards and checkbooks for individuals and legal entities, subject to management approval; * Under supervision, process cheque clearance, bills, bank slips, collection documents, and other compensation instruments drawn against the cooperative; * Be accountable for financial and banking transactions conducted, such as cash and cheque entry/exit authentication, cash drawer opening, closing and reconciliation, interbank withdrawals and deposits, cash custody, balance reconciliation, and others; * Identify counterfeit banknotes for forwarding to the Central Bank of Brazil; * Manage cooperative members' expense custody; * Assist members in using self-service channels; * Transfer funds via credit orders and the Brazilian Payment System (SPB); * Perform other tasks assigned by management or arising from organizational and business needs. **Requirements and Qualifications** * Completed or ongoing undergraduate degree * CPA–10 certification Knowledge of the Financial Market * **Additional Information** * Meal Allowance; * Food Allowance; * 13th Month Food Basket – Christmas Basket; * Transportation Allowance; * Unimed Health Plan; * Uniodonto Dental Plan; * Variable Remuneration – Profit Sharing (PLR); * Life Insurance; * Day Off; * +1 Free Day; * Sponsored Pension Plan; * FATES; * Gympass; * Childcare/Babysitter Assistance; * Mental Health Benefit; * Workplace Gymnastics; * Extended Maternity Leave; * Extended Paternity Leave; * Career Development Program. **Cocre** is a cooperative financial institution with over 50 years of history, part of Brazil’s Credit Cooperative System (Sicoob). In addition to sugarcane suppliers and agribusiness producers, the institution offers financial solutions to commerce, services, and industry sectors, as well as to individuals, providing its cooperative members with financial products and services such as insurance, checking accounts, investments, cards, consortia, credit, bank collections, pensions, acquiring services, and payments — always complying with regulatory requirements set forth by monetary authorities. Our identity is expressed through: **Mission:** To provide financial education, innovative and delightful experiences to our cooperative members and communities. **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; inspirational leadership; ethics and integrity. **Purpose:** Together, promote financial justice, inter-cooperation, sustainable development, and the fulfillment of dreams.

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
João Silva
Indeed · HR

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