Relationship Agent

Description

Job Summary: A professional responsible for identifying business opportunities, offering financial products and services, and managing a customer portfolio, with a focus on personalized service. Key Highlights: 1. Customer service and prospecting for financial products and services 2. Portfolio management and support for branch management 3. Opportunities to expand customer relationships **Description and Responsibilities:** **Schedule:** Monday to Friday, from 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 existing or potential customers. * Offer products and services tailored to each customer's needs. * Promote existing portfolio products and services, as well as perform other frontline service-related tasks. * Prospect new customers and new business opportunities beneficial to the cooperative, its customers, and the community. * Manage the customer portfolio under your responsibility. * Support the branch manager in overseeing operational 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: investigate incidents, contact customers, seek solutions until process completion, positively contributing to business outcomes. * Assist customers in regularizing their debts. * Formalize approved debt restructuring proposals. * Support management with information on significant overdue amounts eligible for legal action, per Internal Policy. * Other related duties. **Requirements:** * Completed undergraduate degree in Administration, Economics, Accounting Sciences, or related fields. * Proficiency in Microsoft Office suite. * Knowledge of cooperative financial institutions. * Familiarity with financial products and services. * Knowledge of sales and negotiation techniques. * Understanding of financial mathematics. * ANBIMA certification. **Benefits:** Birthday Day Off, Medical Assistance, Dental Assistance, Childcare Allowance, Education Allowance, Gympass, Profit Sharing, Private Pension Plan, Life Insurance, Meal Voucher, Transportation Voucher