Relationship Assistant - Unicred Evolução - Eunápolis/BA

Description

Job Summary: Unicred's Relationship Assistant serves cooperative members, supports the commercial area, and performs administrative/operational routines, aiming to deliver a welcoming and solution-oriented experience. Key Highlights: 1. Receive and support cooperative members during service delivery, ensuring a positive experience 2. Support the marketing of financial products and services 3. Carry out operational, administrative, and cash/treasury routines 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 foster an inclusive culture that values diversity and encourages our employees to contribute their best. Our most valuable asset is people; therefore, Unicred promotes equality of opportunity! We are Unicred Evolução, a cooperative financial institution operating in MG, DF, and the Northeast region, with a unique approach to business: built on proximity, trust, and long-term relationships. Our purpose is centered on “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 in-person and remote service delivery, guide them on using available channels, and ensure a seamless, solution-oriented, and welcoming experience. Additionally, you collaborate with the commercial team, supporting the offering of products and services and identifying opportunities in daily activities—all while upholding ethics, active listening, and focusing on what makes sense for each cooperative member. You also support the branch’s administrative and operational routines (including cash/treasury), contributing to smooth behind-the-scenes operations so cooperative members perceive excellence in every detail. **Responsibilities and Duties** * Welcome cooperative members at the branch and support initial service delivery, ensuring a positive experience from the moment they arrive. * Provide in-person and/or remote service delivery 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 members’ satisfaction and loyalty. * Support the marketing of financial products, services/solutions, focusing on the cooperative’s strategy and results. * Support business prospecting and the branch’s commercial routine. * Perform operational/administrative routines and formal documentation related to business activities. * Conduct cash and treasury activities, when necessary. * Act as the “guardian” of the cooperative member experience, suggesting improvements and signaling opportunities to the team. * Promote cooperativism in service delivery and daily activities. **Requirements and Qualifications** **Job Requirements:** * Currently pursuing a bachelor’s degree in a field related to the role; * Knowledge of financial products and services; * Intermediate Microsoft Office proficiency. **You Stand Out If You Have:** * CPA-10 (or higher) certification; * Handwriting analysis training. **Additional Information** **Benefits:** * Caju Benefits (Meal/Voucher Allowance): A flexible card for meals and food, usable according to your personal routine. * Unimed Health Plan (national, private room): Comprehensive coverage with an extensive network of accredited providers, outpatient and hospital care, with options to include dependents. * Dental Plan: Oral health care with an accredited network and options to include dependents. * Transportation Allowance: 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: One day off to celebrate your birthday your way. * Education Assistance: Incentive for academic development and continuous learning, supporting various education levels. * ANBIMA and CFP Certification Incentive: Support for courses, exams, and renewals, encouraging technical and professional growth. * Clothing Allowance: Support for maintaining a professional wardrobe aligned with our dress code. * Wellhub: Access to gyms, studios, wellness apps, and physical well-being activities. * English Pass: Support for English language development, expanding career opportunities. * Zenklub: Emotional well-being support through access to specialized professionals and ongoing assistance. * PPR (Profit Sharing Program): Sharing the cooperative’s 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. * Daily Meal Allowance: 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: Special and exclusive conditions for employees on the cooperative’s solutions. Excellent work environment (We Are GPTW): A culture grounded in respect, partnership, care, and appreciation of people * **Exclusive Guidelines for Unicred Employees:** * Review minimum job requirements: Ensure you meet the required qualifications before applying; * Inform your manager: Notify your leadership of your intention to participate in the process before formally applying; * Complete application on Gupy: Remember to select the “internal employee” option when registering; * Respect the minimum tenure requirement at the cooperative, per your 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, transforming 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. Currently, we have over 4,300 Employees, 330,000 Cooperative Members, 25 Cooperatives, approximately 380 Business Units, and a National Central 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 tailored 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, 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 a healthy and balanced financial life. **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 the collective and promoting equal opportunity in the healthcare sector. We draw inspiration from the cooperative model to unite 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 news and opportunities:** We cooperate for well-being, collaboration, and innovation. We are constantly committed to keeping our offices organized and welcoming, ensuring inspiring and comfortable environments. 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. To achieve 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!**