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Relationship Manager for Individuals | Unicred Premium Capital - Alegrete/RS
Indeed
Full-time
Onsite
No experience limit
No degree limit
Gaspar Martins Street, 84 - Centro, Alegrete - RS, 97542-000, Brazil
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Job Summary: Unicred Premium Capital is seeking a professional to manage a portfolio of cooperative members, develop personalized relationships, and provide financial consulting. Key Highlights: 1. Cooperative Members’ Portfolio Management 2. Financial Consulting and Resolution-Oriented Relationship Building 3. Prospecting New Members and Promoting Cooperative Principles **PLEASE NOTE!** Update your registration data with contact phone number, e-mail, education level, address, and professional experience. A complete registration not only allows us to get to know you better but also helps us understand your skills, experience, and aspirations in greater detail, thereby increasing your chances in the selection process. Good luck! Unicred Premium Capital seeks a professional to manage the cooperative members’ portfolio, develop personalized and resolution-oriented relationships, deliver financial consulting, and sustainably market the Cooperative’s products and services aligned with members’ needs—thereby ensuring their loyalty to Unicred Premium Capital, referrals for prospecting new members, and identification with cooperative principles, ultimately achieving satisfaction and financial results that add value to your branch and to Unicred Premium Capital. **Responsibilities and Duties** * Cooperative Members’ Portfolio Management; * Financial Consulting; * Resolution-Oriented Relationship Building; * Branch and Cooperative Performance Targets and Member Satisfaction Levels; * Prospecting New Members and Promoting Their Identification with Cooperative Principles. **Requirements and Qualifications** * Bachelor’s degree in Business Administration, Accounting, Economics, Cooperative Studies, or related fields; * Experience in Portfolio Management at a financial institution; * Active CPA-20 certification; * CEA certification is a plus; * Valid Class B driver’s license; * Personal vehicle. **Exclusive prerequisites for Unicred – Núcleo Geração employees:** The Unicred system employee must have at least one year of tenure and meet the minimum profile required for this position (requirements). After receiving applications, Unicred – Núcleo Geração’s People Management team will conduct the process internally and forward the necessary information. Inform your immediate supervisor about your interest in this process. **Internal Application Deadline: 03/05/2026** **Additional Information** **Comprehensive Benefits Package:** * Meal Allowance; * Food Voucher; * Education Assistance – Undergraduate and MBA; * ANBIMA Certification Preparation Course and Subsidy; * Health Insurance with immediate coverage upon hiring, including dependents as per internal regulations; * Dental Insurance with possibility of including dependents, as per internal regulations; * Life Insurance; * Work Disability Insurance – SERIT; * Flexible Working Hours Bank; * 180-day Maternity Leave; * 20-day Paternity Leave; * Daycare/Babysitter Assistance; * Private Pension Plan; * Wellhub (Gympass); * Zenklub; * English Pass; * Credit Card Annual Fee Waiver; * PPR – Profit Sharing based on Cooperative’s annual results; * Leadership Development Program; * Open Doors Program – Visits and learning opportunities across other branches. **Working Hours:** Monday to Friday – 8:30 AM to 5:30 PM, with a one-hour lunch break. We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the purpose of bringing prosperity into the lives of all cooperative members, transforming our reality into a more collaborative environment. We believe in each person’s potential and value their ideas and abilities. Here, you’ll have the opportunity to join a large team contributing to transforming lives through cooperation. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. We currently have over 4,300 employees, 330,000 cooperative members, 25 cooperatives, approximately 380 business units, and a National Central Office with regional units in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, cooperative members own the business!** In addition to accessing exclusive products and services developed according to their needs—with the best returns and rates—cooperative members participate in assemblies and institutional decision-making, receiving a share of the financial results annually. Our products and services range from checking accounts, credit lines and financing, to investments, private pension plans, credit cards, insurance, and more. We want cooperative members to feel secure in every financial decision. Thus, we combine care, trust, and responsibility to ensure healthy and balanced financial lives. **Your talent cooperates with our company.** We reached where we are today by believing in, supporting, and encouraging people—cooperative members and employees alike. Valuing collectivity and promoting equal opportunity in the health sector. We draw inspiration from the cooperative model to combine everyone’s competencies in pursuit of prosperity for all. Together, as a team, we transform individual dreams into even greater achievements. We believe that by collaborating and uniting our strengths, we can achieve extraordinary results. **Follow Unicred’s latest news and opportunities:** **We cooperate for well-being, collaboration, and innovation.** We continuously strive to maintain organized and welcoming premises to ensure an inspiring and comfortable environment. Whether digital or physical, our goal is to create spaces that foster collaboration and innovation. At Unicred, we engage in multidisciplinary projects promoting interaction and cooperation among all participants. To do so, we seek people like you—creative and eager to make things happen. Together, we can turn ideas into incredible achievements! **Join the team that cares for people’s financial health.** **Join Unicred!**

Source:  indeed View original post
João Silva
Indeed · HR

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Indeed
João Silva
Indeed · HR
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