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Personal Banking Relationship Manager | Unicred Eleva - Cruz Alta/RS
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Venâncio Aires, 836 - Centro, Cruz Alta - RS, 98025-375, Brazil
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Description

**PAY ATTENTION!** Update your registration data, including phone contact, email, 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 Eleva** is seeking a professional to join its team in Cruz Alta/RS to manage the portfolio of cooperative members, providing personalized financial advisory services and guidance on financial products and services. **Responsibilities and Duties** * Manage the portfolio by acting as a Financial Planner, aiming to foster member loyalty; * Promote financial products and services with a focus on the Cooperative’s results; * Prospect new business opportunities; * Monitor the credit cycle and, when necessary, carry out initial collection procedures; * Handle formalities related to business transactions; * Continuously pursue internal and external updates to optimize business strategies; * Advise cooperative members on the use of self-service and relationship channels; * Promote cooperative principles, as well as the Cooperative’s products and services, among employees, cooperative members, and the community. **Requirements and Qualifications** * Bachelor’s degree completed in Business Administration, Accounting, Economics, Cooperative Studies, or related fields; * Postgraduate degree completed in Banking, Business Administration, Business Management, Human Resources Management, Finance, or related fields is considered an advantage; * Active CPA-10 certification; * CPA-20, CEA, ANCORD, or CFP certifications are considered advantages; * Experience in a financial institution; * Willingness to reside in Cruz Alta/RS; * Willingness to travel nationally. **Exclusive prerequisites for Unicred – Núcleo Geração employees:** The Unicred system employee must have at least one year of employment and meet the minimum profile required for this position (requirements). After receiving applications, Unicred – Núcleo Geração’s People Management team will internally conduct the selection process and forward the necessary information. Inform your immediate supervisor about your interest in this process. **Internal Application Deadline: 01/15/2026** **Additional Information – Comprehensive Benefits Package:** * Meal/Voucher Allowance; * Unimed Health Plan (for the employee and dependents), fully covered by the Cooperative with no co-payment; * Dental Plan (for the employee); * Private Pension Plan; * Life Insurance; * Semi-annual Profit-Sharing Program (PPR), based on goal achievement; * Childcare Assistance; * Education Assistance; * Christmas Bonus; * Annual Bonus; * Birthday Day Off. We are one of Brazil’s leading cooperative financial institutions, operating for over 35 years with the purpose of bringing prosperity to the lives of all cooperative members, transforming our reality into a more collaborative environment. We believe in each individual’s potential and value their ideas and abilities. Here, you’ll have the opportunity to be part of a large team that contributes 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 Offices in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, cooperative members own the business!** In addition to having access to 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 have reached this point by believing in, supporting, and encouraging people—cooperative members and employees alike. Valuing collectivity and promoting equal opportunities in the health sector. We draw inspiration from the cooperative model to combine everyone’s competencies in pursuit of prosperity for all individuals. Together, as a team, we transform individual dreams into even greater achievements. We believe that by collaborating and uniting our efforts, we can achieve extraordinary results. **Stay updated on Unicred news and opportunities:** **We cooperate for well-being, collaboration, and innovation.** We are constantly committed to maintaining organized and welcoming headquarters to ensure inspiring and comfortable environments. Whether digital or in-person, our goal is to create spaces that promote collaboration and innovation. At Unicred, we engage in multidisciplinary projects that foster 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 safeguards people’s financial health.** **Join Unicred!**

Source:  indeed View original post
João Silva
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