Relationship Agent

Description

**Description and Responsibilities:** **Working Hours:** Monday to Friday, 8:00 AM to 5:00 PM, with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT * Identify business opportunities during interactions with current or potential cooperative members. * Offer products and services according to each member’s specific needs. * Market existing portfolio products and services, as well as perform other front-line customer service duties. * Prospect new cooperative members and new business opportunities beneficial to the cooperative, its members, and the community. * Support the branch manager in managing operational processes. * Deliver personalized, high-quality service to cooperative members. * Expand the member’s relationship with the branch by identifying business opportunities aligned with each member’s profile. * Conduct collections from delinquent accounts. * Assist members in regularizing their debts. **Requirements:** * Completed High School education. * Computer skills (Microsoft Office Suite: Word, PowerPoint, Excel, Outlook). * Currently pursuing or having completed a Bachelor’s degree in Administration, Economics, Accounting Sciences, or related fields. * Knowledge of financial institutions or credit cooperatives. * Familiarity with financial products and services. * Knowledge of financial mathematics. Additional Qualifications: * Sales techniques. * Customer service techniques. * Negotiation skills. **Benefits:** Acordo BH, Childcare Assistance, Birthday Day Off, Profit Sharing, Health Insurance, Dental Insurance, Pet Insurance \- Guapeco, Private Pension Plan, Life Insurance, Transportation, Uniform, Meal Voucher, Food Voucher, Transportation Voucher, Wellhub \- Gym Partnership Program, Zenklub \- Mental Health Platform