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Personal Banking Relationship Manager | Unicred Eleva - Erechim/RS
Indeed
Full-time
Onsite
No experience limit
No degree limit
Av. Maurício Cardoso, 45 - Centro, Erechim - RS, 99700-426, 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 Erechim/RS to manage the individual members’ portfolio, providing personalized financial advisory services and guidance on financial products and services. **Responsibilities and Duties** * Manage the individual members’ portfolio, 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; * Be responsible for the formalities related to business transactions; * Continuously pursue internal and external updates to optimize business strategies; * Guide members on how to use self-service and relationship channels; * Promote cooperative principles, as well as the Cooperative’s products and services, among employees, members, and the community. **Requirements and Qualifications** * Bachelor’s degree completed in Business Administration, Accounting, Economics, Cooperative Studies, or related fields; * Postgraduate degree (Master’s or Specialization) in Banking, Business Administration, Business Management, Human Resources Management, Finance, or related fields is desirable; * Valid CPA-10 certification; * Certifications such as CPA-20, CEA, ANCORD, or CFP are considered advantageous; * Experience in a financial institution; * Availability for domestic travel. **Exclusive prerequisites for Unicred Núcleo Geração employees:** The candidate must be a Unicred system employee with at least one year of tenure and meet the minimum profile required for this position (requirements). After receiving applications, Unicred Núcleo Geração’s People Management team will internally manage the selection process and forward the necessary information. Inform your immediate supervisor about your interest in this process. **Internal Application Deadline: 21/01/2026** **Additional Information** **Comprehensive Benefits Package:** Meal Voucher; National Unimed Health Plan (for employee and dependents), fully covered by the Cooperative; Dental Plan (for employee), fully covered by the Cooperative; Private Pension Plan; Life Insurance; Transportation Voucher; Semiannual PPR (Profit-Sharing Plan), based on goal achievement; Childcare Assistance; Education Assistance; Seniority 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 our members, transforming our reality into a more collaborative environment. We believe in each person’s potential and value their ideas and skills. Here, you’ll have the opportunity to join 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 members, 25 cooperatives, approximately 380 business units, and a National Central Office with regional offices in Florianópolis, Belo Horizonte, and Porto Alegre. **At Unicred, members are the owners of the business!** In addition to accessing exclusive products and services tailored to their needs—with the best returns and rates—members participate in assemblies and institutional decision-making, receiving a share of the annual financial results. Our products and services range from checking accounts, credit lines, and financing options to investments, private pension plans, credit cards, insurance, and more. We want members to feel secure 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’ve reached this point by believing in, supporting, and encouraging people—members and employees alike. Valuing the collective 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’s news and opportunities:** **We cooperate for well-being, collaboration, and innovation.** We are constantly committed to maintaining organized and welcoming headquarters to ensure 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. 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 cares for people’s financial health.** **Join Unicred!**

Source:  indeed View original post
João Silva
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