Relationship Agent

Description

Job Summary: Responsible for serving and retaining customers by offering financial solutions, prospecting business opportunities, and managing the customer portfolio to meet performance targets. Key Highlights: 1. Personalized and high-quality customer service 2. Expansion of relationships and prospecting of new business opportunities 3. Customer portfolio management **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 9:00 AM to 6:00 PM, with a 1-hour lunch break. **Level:** Operational **Employment Type:** Permanent – CLT Responsible for serving existing and potential customers by presenting them with suitable solutions and providing clarifications regarding the institution’s products and services, their accounts, teller services, updating registration data, using ATMs, and other related matters to meet customer expectations; also responsible for sales execution and forwarding processes to respective departments—including renewals and portfolio management—with the aim of fulfilling all customer needs, ensuring their satisfaction and loyalty, promoting improved business performance, and achieving established targets. Identify business opportunities during interactions with current or potential customers. Offer products and services aligned with each customer’s specific needs. Sell products and services from the existing portfolio and perform other frontline service-related duties. Prospect new customers and new business opportunities beneficial to the cooperative, its customers, and the community. Manage the customer portfolio under one’s responsibility. Support the branch manager in process execution. Provide personalized and high-quality service to customers within one’s portfolio. Expand the customer’s relationship with the branch by identifying business opportunities consistent with each cooperative member’s profile. Provide documentation for internal and external audit review upon request. Collect overdue payments. Assist customers in regularizing their outstanding debts. Formalize approved debt restructuring proposals. Support management with information on high-value delinquent accounts requiring legal action, per Internal Policy. **Requirements:** Currently pursuing a Bachelor’s degree in Business Administration, Economics, Financial Management, or related fields; Proficiency in Microsoft Office suite; ANBIMA or market certification is desirable. Commercial experience and experience in financial institutions are desirable. **Benefits:** Childcare/Babysitter Allowance, Education Allowance, Christmas Basket, Commissions, Year-end Day Off, Extended Maternity Leave, Extended Paternity Leave, Annual Profit Sharing, Health Insurance, Dental Insurance, Birthday Gift, Multi-sponsor Private Pension Plan, Life Insurance, Meal Voucher, Food Voucher, Transportation Voucher