Relationship Agent

Description

Job Summary: Responsible for managing the customer portfolio, opening accounts, prospecting, providing personalized service, and monitoring performance indicators. Key Highlights: 1. Manage and expand the individual customer portfolio 2. Conduct prospecting and personalized service 3. Monitor portfolio performance indicators **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT Responsible for managing and expanding the individual customer portfolio; Opening current accounts, updating customer registration data, handling commercial and credit processes; Prospecting accounts through visits to members and non-members; Monitoring portfolio performance indicators (delinquency, profitability, deposits, credit, and investment); Providing personalized, high-quality service to members and customers; among others. **Requirements:** Completed undergraduate degree; Proficiency in Microsoft Office Suite; Strong numerical and logical reasoning skills; Familiarity with financial products and services offered by the Cooperative is desirable; Experience in customer service and skills in negotiation and member portfolio management are desirable; CPA-10 certification is mandatory (or must be obtained within 90 days); Valid driver's license required. **Benefits:** Seniority bonus, Childcare allowance, Education allowance, Internal benefits, Performance bonus, Birthday day off, Workplace gymnastics, Onboarding program, Profit-sharing, Health insurance, Birthday gift, Private pension plan, Life insurance, Uniform, Corporate university, Flu vaccination, Meal voucher