Business Agent I - Guaramirim (Corticeira)

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: This professional will proactively and reactively serve cooperative members, update member registrations, conduct prospecting activities, and monitor results — all aimed at strengthening relationships and ensuring the cooperative's sustainability. Key Highlights: 1. Consultative service and prospecting of cooperative members (individuals/businesses) 2. Focus on relationship-building, member principalship, and cooperative sustainability 3. Monitoring of results and business strategies If you identify with the cooperative movement, enjoy working with people, aspire to transform lives, seek personal and professional growth, embrace new challenges, and consistently demonstrate initiative, proactivity, relationship-oriented problem-solving, and efficiency in delivering results, join our team! **Responsibilities and Duties** * Serve cooperative members proactively and reactively according to their needs, aligned with the Ailos Way of Doing Business — including in-person service and outreach to the membership base (portfolio rotation), prospecting new members (individuals or businesses), and consultatively offering products and services (excluding investments) to maintain relationships, reinforce member principalship, achieve unit objectives, and ensure cooperative sustainability. * Update cooperative member registrations per the Cooperative’s current policies, verifying documentation and information accuracy, keeping contact details up to date, digitizing records, maintaining updated registrations, and mitigating risks. * Request required documentation for opening individual or business cooperative accounts, following established procedures and completing requested information per work instructions, while also verifying information accuracy to ensure registration quality. * Record all interactions in the customer relationship management tool, entering collected data to generate future business leads, align internal communications, and strengthen relationships. * Receive requests for membership termination, conduct empathetic listening sessions with the member to understand reasons, propose alternatives for reversal; if reversal is not possible, initiate the process and escalate to the manager to retain cooperative membership. * Monitor unit performance dashboards and metrics, access relevant data, mobilize the team, implement business strategies, and achieve established targets. **Requirements and Qualifications** * Currently pursuing a bachelor’s degree in Business Administration, Accounting, Economics, or related fields; * Valid ANBIMA certification; * Commercial experience; **Preferred Qualifications** * Knowledge of financial products and services; **Additional Information** WHAT ELSE WE OFFER... * Medical Assistance — it’s reassuring to have coverage when needed * Dental Assistance — because we love smiles here * Education Investment — we support your learning journey ;) * Profit-Sharing Program — we build together, celebrate together! * Individual Development Plan — we value your proactive role in your career * Private Pension Plan — we like thinking ahead to future possibilities * Life Insurance — important, right! rs * Time Together Program — we recognize those who enjoy being with us * Meal and/or Food Allowance — delicious! * Transportation Allowance — great for regular commuters! * Childcare/Babysitting Assistance — because your baby deserves a safe and nurturing environment. **We are driven by the power to dream, believe, and act — a capacity present in every person. We were founded with a clear Purpose: to transform communities and make a difference in people’s lives.** We believe in the power of cooperation as a path toward a fairer world where everyone feels part of something greater — a world where uniting around shared goals transforms realities and strengthens bonds. We want the name **AILOS CREVISC** to resonate in every corner and community we serve. We want more people to experience being part of a movement that believes one person’s well-being is inseparable from the well-being of all. Thus, every action we take will be guided by our Purpose and our values. We aim to inspire — through example — so more people discover and fall in love with the cooperative model. By making a difference, we grow stronger and leave a positive mark on each cooperative member’s life — always treated as unique, special, and essential. We aspire to be recognized not only as a financial institution but as a transformative force seeking the best for people and the planet. Our commitment is to the economic and social development of communities. We will create opportunities, promote initiatives fostering equality, equity, and inclusion, and ensure universal access to the financial system across all social classes. We know cooperation is the way forward. It awakens the awareness that together, we are stronger and capable of building a more solidarity-based world. Through cooperation, each person can pursue their dreams while contributing to collective achievements. Our dream is to transform the world through the cooperative way of being. And we want this dream shared by nearly 8 billion people worldwide — starting with you. It is this dream that inspires us daily to collectively build a shared legacy. Therefore, we proudly declare: **We are AILOS CREVISC. And together, we will transform your life and the world.**

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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