Description
We are looking for a person who will make a difference in our team, responsible for personalized service focused on the Cooperative Member’s experience and needs, promoting member loyalty in alignment with the Cooperative’s strategy.
**Responsibilities and duties**
* Manage the portfolio acting as a Financial Planner, focusing on the Cooperative’s sustainability and strategy;
* Prospect and acquire new PF credit businesses and portfolios, with emphasis on Cooperative Member loyalty;
* Achieve pre-established production and CSAT (Customer Satisfaction Index) targets;
* Monitor the credit cycle and, when necessary, carry out initial collection procedures;
* Be responsible for business formalities;
* Encourage and guide the use of self-service and relationship channels.
**Requirements and qualifications**
* Completed undergraduate degree in fields related to the role;
* Completed postgraduate degree in fields related to the role;
* CPA-20 certification issued by ANBIMA;
* Experience serving high-net-worth clients;
* Experience in the financial market.
**You will stand out if you demonstrate:**
* CEA certification issued by ANBIMA;
**Required technical knowledge:**
* Financial products and services;
* Economic scenario;
* Financial mathematics;
* Financial consulting;
* PF credit;
* Cooperativism.
We value people and uphold the principles of cooperativism, inclusion, and diversity.
If you like this opportunity and believe you will make a difference in our team, apply now and **join the cooperative movement**!
**Additional information** **IN ADDITION TO A HIGH-PERFORMANCE ENVIRONMENT WITH SIGNIFICANT OPPORTUNITIES, WE OFFER OUR TEAM:**
**Medical assistance:** We care about your health and your family’s health.
**Dental assistance:** We encourage healthy smiles for you and your family.
**Meal and/or food allowance:** We contribute to your healthy and balanced nutrition.
**Celebrations on meaningful dates:** We love celebrating special occasions with our team.
**Your day:** A day off so you can enjoy your birthday in a truly special way.
**Quality of life:** We encourage your well-being and support your quality-of-life practices.
**Private pension plan:** We care about our people’s future, contributing to your complementary retirement plan.
**Life insurance:** We offer protection for you—security is important to us.
**Training program:** We build a tailored journey to support your development.
**Career path:** We value and encourage your career ownership.
**Cooperation for education:** Financial contribution toward your personal and professional development—after all, learning is the noblest pursuit.
**Childcare/babysitter reimbursement:** Financial support for your child’s pedagogical and educational development.
**Attire:** Dressing and feeling good at work is essential—and here, we support your purchase of clothing items.
**English Pass:** An exclusive partnership to encourage you to begin or advance your English proficiency.
**Transportation allowance:** We support commuting for employees requiring transportation.
**Profit-sharing:** We recognize and share our delivery results with our team semiannually.
For over 30 years, the Unicred System has been building a story of prosperity!
Today, we are a team of approximately **950 employees**, present in **Santa Catarina, Paraná, Mato Grosso, São Paulo, Distrito Federal, Bahia, Sergipe, Pará, Amazonas, Rondônia, and Tocantins**, delivering **consultative and qualified service** to more than **155,000 cooperative members**.
**Our purpose** is clear: to safeguard the **financial health** of those who care for people, **cooperating** for everyone’s **prosperity**.
At Unicred, we believe that a **premium positioning is achieved only through people**. That’s why we value cooperation and rely on every employee to strengthen our competencies and drive our organizational culture.
This commitment is reflected in our achievements:
**2025** – Ranked 6th best company to work for in Brazil in the segment of Medium-Sized Cooperative Financial Institutions, and 10th best in the Central-West region.
**2024** – Ranked 29th best company to work for nationally (medium-sized), 6th in Santa Catarina, and 2nd in Paraná.
Our Career Path is grounded in the belief that the employee decides which paths to pursue, taking responsibility for identifying and developing what their position requires.
Note: Unicred Central Conexão is now Regional Conexão.
As of November 1, 2024, the Unicred System adopted a two-tier organizational structure comprising one Central Cooperative and 25 affiliated Singular Cooperatives. This new configuration resulted from the Confederation’s incorporation of the three Central Cooperatives (Conexão, Geração, and Multirregional), thereby consolidating the Central Credit Cooperative Unicred do Brasil.
According to Article 22 of the Bylaws, for purposes of participation and representation, affiliated Cooperatives are grouped into three Regional Nuclei, as defined in the internal regulation approved by the Board of Directors.
These Regional Nuclei are:
Conexão (headquartered in Florianópolis/SC);
Geração (headquartered in Porto Alegre/RS);
Multirregional (headquartered in Belo Horizonte/MG).
**You choose your path and build your own career!**