Relationship Manager I

Description

Job Summary: Professional responsible for managing the cooperative members' portfolio, prospecting new business, providing consultative financial solutions, and ensuring commercial targets and service quality. Key Highlights: 1. Management of the cooperative members' portfolio and prospecting of new business. 2. Consultative offering of financial products and achievement of targets. 3. Support to the customer service team and compliance with regulations. **Description and Responsibilities:** **Working Hours:** 8:30 AM to 5:30 PM (Lunch Break: 1 hour) **Level:** Managerial and Executive **Employment Type:** Tenured \- CLT labor code **Main Responsibilities:** Manage low- and medium-value cooperative members' portfolios, seeking to expand business and profitability. Prospect new cooperative members and develop relationship-building and retention strategies. Offer financial products and services consultatively, aligned with cooperative members' needs. Ensure achievement of commercial targets and service quality standards. Support the branch's customer service and relationship management team. Ensure compliance with internal policies, Central Bank of Brazil (BACEN) regulations, and cooperative principles. Handle credit recovery and manage portfolio delinquency. Contribute to achieving the cooperative's commercial and strategic goals. Participate in the development and execution of incentive campaigns and financial education initiatives. **Requirements:** Bachelor's degree in Administration, Economics, or related Technology programs in Administration/Commercial fields. Experience in commercial/customer service. Experience in financial institutions. Proficiency in financial products and services. Computer literacy (Microsoft Office Suite: Word, PowerPoint, Excel, Outlook). Sales and negotiation techniques. Knowledge of the financial market/BACEN regulations. ANBIMA certification. Proficiency in financial mathematics. An established client portfolio will be a key differentiator. Driver's license and personal vehicle will be a plus. **Benefits:** Health and wellness programs, Seniority bonus, Medical assistance, Dental assistance, ANBIMA certification assistance \- 100% reimbursement of exam fees, Childcare or babysitter allowance, Education assistance covering up to 80% of tuition fees, Birthday day off, Commemorative events, Gympass \- Partnerships with studios, gyms, and wellness apps, Annual Profit-Sharing Program, Development and Coaching Programs, Recognition for tenure at the cooperative, Life insurance, Telepsychology, Corporate University \- Courses and training, Meal/voucher allowance