Relationship Assistant - Unicred Evolução - Eunápolis/BA

Description

Job Summary: As a Relationship Assistant, you perform daily branch activities, welcoming cooperative members, supporting customer service, guiding them on available channels, and ensuring a smooth and welcoming experience—while also contributing to commercial activities. Key Highlights: 1. Welcomes and supports cooperative members, ensuring a welcoming experience 2. Works on the commercial front, identifying opportunities 3. Supports administrative and operational routines of the branch All qualified candidates will be considered for this position without distinction based on ethnicity, religion, sexual orientation, gender identity, age, nationality, or disability. We consistently promote an inclusive culture that values diversity and encourages our employees to bring their best selves to work. Our most valuable asset is our people; therefore, Unicred champions equality of opportunity! We are Unicred Evolução, a cooperative financial institution operating in MG, DF, and the Northeast region, offering a different way of doing business: with proximity, trust, and long-term relationships. Our purpose is “The Value of Those Who Care.” We care for people, their stories, and the sustainable growth of our cooperative members. As a Relationship Assistant, you are one of the key people in the branch’s daily operations: you welcome cooperative members, support both in-person and remote service, guide them on channel usage, and ensure a seamless, effective, and welcoming experience. In addition, you collaborate with the team on the commercial front, supporting the offering of products and services and identifying daily opportunities—always with ethics, active listening, and a focus on what makes sense for each cooperative member. You also support the branch’s administrative and operational routines (including cash handling/treasurer functions), helping everything run smoothly “behind the counter” so cooperative members perceive excellence in every detail. **Responsibilities and Duties** * Welcome cooperative members at the branch and support their first interaction, ensuring a positive experience from arrival. * Deliver in-person and/or remote service aligned with personalized positioning and the cooperative’s service standards. * Guide and encourage cooperative members to use self-service and relationship channels. * Support portfolio management, contributing to cooperative member satisfaction and loyalty. * Support the marketing of financial products, services, and solutions, focused on the cooperative’s strategy and results. * Support business prospecting and the branch’s commercial routine. * Perform operational/administrative routines and business formalities. * Carry out cash handling and treasury activities when required. * Act as the “guardian” of the cooperative member experience, suggesting improvements and flagging opportunities for the team. * Promote cooperativism in service delivery and daily activities. **Requirements and Qualifications** **Job Requirements:** * Currently pursuing a bachelor’s degree in a related field; * Knowledge of financial products and services; * Intermediate Microsoft Office proficiency. **You stand out if you have:** * CPA-10 (or higher) certification; * Handwriting analysis (graphoscopy) training. **Additional Information** **Benefits:** * Caju Benefits (Meal/Voucher Allowance): a flexible card for food and meals, usable your way, according to your routine * Unimed Health Plan (national, private room): broad network coverage, outpatient and hospital care, with option to include dependents * Dental Plan: oral health care with accredited network and option to include dependents * Transportation Voucher: support for daily commuting between home and work * Commercial Travel: To facilitate mobility during visits, the cooperative provides corporate ride-hailing apps, ensuring convenience, safety, and agility in daily operations. (Where such apps are unavailable, a monthly travel allowance is provided) * Birthday Day Off: a day off to celebrate your way * Education Assistance: incentive for academic development and continuous learning, supporting various education levels * Incentive for ANBIMA and CFP certifications: support for courses, exams, and renewals, encouraging technical and professional growth * Clothing Allowance: assistance for maintaining a professional wardrobe aligned with our dress code * Wellhub: access to gyms, studios, wellness-focused apps, and activities * English Pass: support for English language development, expanding career opportunities * Zenklub: emotional well-being support, with access to specialized professionals and ongoing assistance * PPR (Profit-Sharing Program): sharing cooperative results, recognizing collective effort * High-Performance Bonus: additional recognition for outstanding performance and delivery * Private Pension Plan: encouragement for financial planning and building a more secure future * Life Insurance: protection and peace of mind for you and your family * Meal Allowances: to ensure well-being during business trips. (R$150 – interior / R$200 – capital) * Career Development Plan: structured growth paths with clarity on opportunities and development * Commercial Campaigns (with partners): incentive initiatives with rewards in partnership with our strategic partners * Benefits on Products and Services: exclusive and differentiated conditions for employees on cooperative solutions Excellent work environment (We are GPTW): a culture built on respect, partnership, care, and appreciation of people * **Exclusive Conditions for Unicred Employees:** * Review minimum job requirements: verify you meet all necessary qualifications before applying; * Inform your leader: notify your manager of your intention to participate in the process before formally submitting your application; * Application via Gupy: remember to select the “internal employee” option when registering; * Respect minimum admission period at the cooperative, per Regional Nucleus: 1\. Unicred do Brasil: 6 months; 2\. Conexão Regional Nucleus: 6 months; 3\. Multirregional Regional Nucleus: 6 months for processes within the same cooperative (CNPJ) and 1 year for processes across other cooperatives (CNPJ); 4\. Geração Regional Nucleus: 6 months for processes within the same cooperative (CNPJ) and 1 year for processes across other cooperatives (CNPJ). **Cooperate so everyone grows together.** We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the purpose of bringing prosperity to all cooperative members’ lives and transforming our reality into a more collaborative environment. We believe in each person’s potential, valuing their ideas and skills. Here, you’ll have the opportunity to join a large team that contributes to transforming lives through cooperativism. Since November 1, 2024, the Unicred System has adopted a two-tier organizational structure. Today, we have over 4,300 employees, 330,000 cooperative members, 25 cooperatives, approximately 380 business units, and a National Central with regional offices 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 top yields and rates—cooperative members participate in assemblies and institutional decision-making, receiving a share of annual financial results. 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 confident in every financial decision. Thus, we combine care, trust, and responsibility to provide healthy and balanced financial lives. **Your talent cooperates for our company.** We reached where we are today by believing in, supporting, and encouraging people—cooperative members and employees alike. Valuing the collective and promoting equal opportunity in the healthcare sector. We draw inspiration from the cooperative model to combine each person’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 news and opportunities:** We cooperate for well-being, collaboration, and innovation. We are always committed to keeping our offices organized and welcoming, ensuring an inspiring and comfortable environment. Whether digital or in-person, our goal is to create spaces that foster collaboration and innovation. At Unicred, we engage in multidisciplinary projects that promote interaction and cooperation among all participants. For this, 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!**