Relationship Agent

Description

Job Summary: Responsible for identifying business opportunities, offering products and services, prospecting new members, and supporting portfolio management and branch processes, including cash operations. Key Highlights: 1. Member service and relationship management 2. Marketing of financial products and services 3. Operational and managerial support at the branch **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT * Identify business opportunities during interactions with current or potential members. * Offer products and services tailored to each member's needs. * Market existing portfolio products and services, as well as perform other frontline service-related routine tasks. * Prospect new members and new business opportunities beneficial to the cooperative, its members, and the community. * Support the Relationship Manager in administering the assigned member portfolio. * Serve members in cash-related activities. * Assist the branch manager in managing operational processes. * Provide personalized, high-quality service to members. * Expand member engagement with the branch by seeking business opportunities aligned with each member’s profile. * Provide documentation for internal and external audit review upon request. * Conduct collections from delinquent members. * Assist members in regularizing their outstanding debts. * Formalize credit proposals. * Support management with information on overdue amounts eligible for legal action, per Internal Policy. * Serve members in cash-related activities. * Ensure verification and authenticity of cleared checks. * Ensure accurate processing of bills, checks, and payment agreements. * Receive, verify, and safeguard checkbooks and cards. * Identify atypical financial transactions or those suspected of money laundering. * Record cash transactions exceeding the applicable limit. * Safeguard the institution regarding cash-handling processes. * Digitize autographed cards and enter records into the system. * Process envelopes deposited via ATMs. **Requirements:** * Prior experience in cash operations is desirable; * CPA-10 certification is desirable; * Experience in a financial institution is a plus, preferably in a credit cooperative; * Currently pursuing or holding a bachelor’s degree in Administration, Accounting, Economics, or related fields; **Benefits:** Medical assistance, Gym allowance, Daycare allowance, Education allowance, Clothing allowance, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Food voucher, Transportation voucher