Relationship Agent

Description

Job Summary: An operational professional responsible for identifying business opportunities, offering products and services, prospecting new cooperative members, supporting portfolio management and branch processes, as well as performing cash handling activities. Key Highlights: 1. Cooperative member service and prospecting 2. Marketing of financial products and services 3. Agency management support and cash handling activities **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 cooperative members. * Offer products and services according to each cooperative member’s needs. * Market existing portfolio products and services, as well as perform other front-line service-related routine tasks. * Prospect new cooperative members and new business opportunities that benefit the cooperative, its members, and the community. * Support the relationship manager in administering the cooperative members’ portfolio under their responsibility. * Serve cooperative members in cash-related activities. * Support the branch manager in managing operational processes. * Provide personalized, high-quality service to cooperative members. * Expand the cooperative member’s relationship 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 accounts. * Assist cooperative members in regularizing their debts. * Formalize credit proposals. * Support management with information on overdue amounts eligible for legal action, per Internal Policy. * Serve cooperative members in cash-related activities. * Ensure verification and authenticity of cleared checks. * Ensure correct 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 autograph cards and record entries in 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; experience in credit cooperatives is preferred; * Currently pursuing or having completed a bachelor’s degree in Business 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