Relationship Agent

Description

Job Summary: Responsible for managing and expanding individual (PF) customer portfolios, opening accounts, prospecting new accounts, and providing personalized service. Key Highlights: 1. Customer portfolio management and expansion 2. Personalized and high-quality customer service 3. Account prospecting and commercial processes **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT Responsible for managing and expanding the individual (PF) customer portfolio; Performing current account openings, customer record updates, commercial and credit processes; Prospecting accounts through visits to members and non-members; Monitoring portfolio performance indicators (delinquency, profitability, deposits, credit, and investment); Providing personalized and high-quality service to members and customers; among others. **Requirements:** Completed undergraduate degree; Proficiency in Microsoft Office Suite; Strong numerical calculation and logical reasoning skills; Familiarity with financial products and services offered by the Cooperative is desirable; Experience in customer service and skills in negotiation and member portfolio management are desirable; CPA-10 certification is mandatory (or submission within 90 days); Valid driver's license required. **Benefits:** Service anniversary bonus, Childcare allowance, Education allowance, Internal benefits, Performance bonus, Birthday leave, Workplace gymnastics, Onboarding program, Profit-sharing plan, Health insurance, Birthday gift, Private pension plan, Life insurance, Uniform, Corporate university, Flu vaccination, Meal voucher