Relationship Agent

Description

Job Summary: The professional will provide service and support to cooperative members, assist in prospecting and portfolio management, offer financial products, and meet performance targets. Key Highlights: 1. Experience in customer service and sales in the financial sector. 2. Knowledge of financial products and services. 3. Communication skills, results orientation, and business focus. **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Tenured \- CLT labor code * Provide service and support to cooperative members; * Assist in prospecting, member retention, and portfolio management; * Offer financial products and services; * Execute account opening and credit analysis; * Meet established targets; * Monitor targets, KPIs, and results; * Support the branch manager in process execution. **Requirements:** **MANDATORY REQUIREMENTS** * Completed or ongoing undergraduate degree in Administration, Economics, Accounting, Business Management, or related fields; * Experience in customer service and sales in the financial sector; * Knowledge of financial products and services; * Communication skills, results orientation, and business focus; * Proficiency in MS Office 365; * Teamwork capability. **PREFERRED REQUIREMENTS** * Prior experience in credit cooperatives; * ANBIMA certification CPA\-10, CPA\-20, or higher. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Education allowance, Commissions, Birthday day off, Profit-sharing program, Life insurance, Meal voucher, Transportation voucher, Wellhub (Gympass)