Description
Job Summary:
Manage and expand the portfolio of corporate cooperative members by offering financial solutions aligned with their needs and promoting loyalty.
Key Highlights:
1. Consultative and personalized service
2. Relationship development and customer loyalty
3. Strategic engagement with products and market trends
**Description and Responsibilities:**
**Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break
**Experience Level:** Professional
**Employment Type:** Permanent – CLT
Manage and expand the portfolio of corporate cooperative members with consultative and personalized service
Identify opportunities and offer financial solutions aligned with cooperative members’ needs
Stay updated on products, services, and market trends to ensure strategic performance
Implement relationship-building initiatives that foster loyalty and satisfaction
Conduct periodic visits to cooperative members to understand their requirements and propose improvements
Prepare commercial proposals and negotiate terms in accordance with the cooperative’s guidelines
Monitor portfolio indicators and implement actions to ensure performance
Collaborate with other departments to deliver integrated and efficient solutions
Represent the cooperative at events and meetings with cooperative members and partners
Ensure compliance with internal policies and financial system regulations
**Requirements:**
Bachelor’s degree completed in Business Administration, Economics, Accounting, Marketing, or related fields.
Experience in client relationship management with corporate clients.
Knowledge of financial products and services tailored for businesses.
Credit analysis skills.
Valid CPA-10 certification.
**Preferred Qualifications:**
Postgraduate degree or MBA in related areas.
CPA-20 certification.
Experience in Credit Cooperatives.
**Benefits:**
Medical assistance, Dental assistance, Childcare allowance, Education allowance, Special occasion celebrations, Day off, Gympass, Profit-sharing program, Private pension plan, Training programs, Life insurance, Meal and/or food allowance, Transportation allowance, Work attire