PF Relationship Agent

Description

**Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT **Job Mission:** Responsible for serving individual (PF) cooperative members, identifying their needs, and offering suitable financial solutions. Promote products and services, support branch operations, and manage the portfolio under responsibility, aiming for member satisfaction, retention, and achievement of cooperative goals. **Key Responsibilities:** * Identify business opportunities during interactions with current and potential cooperative members. * Offer products and services appropriate to each cooperative member’s profile and needs. * Market financial products and services by presenting proposals, terms, and benefits. * Prospect new cooperative members and business opportunities to strengthen the cooperative’s presence. * Manage the individual (PF) cooperative member portfolio, monitoring performance, delinquency, and satisfaction levels. * Support the branch manager in internal processes by sharing information and best practices. * Ensure high-quality service and post-sales follow-up to promote retention and loyalty. * Conduct collections and support debt renegotiation in accordance with the cooperative’s internal policies. * Assist in preparing documentation for audits, credit analysis, and proposal formalization. **Requirements:** **Requirements:** * Bachelor’s degree in Administration, Economics, Accounting, or related fields is preferred. * ANBIMA CPA certification is preferred. * Experience in customer service and sales of products and services. * Interpersonal communication, organization, and planning skills. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). **Preferred Qualifications:** * Knowledge of sales and negotiation techniques. * Experience in credit cooperatives or financial institutions. * Experience managing PF portfolios. * ANBIMA C-PRO R certification. **Benefits:** Childcare allowance, Education allowance, Reading allowance, Therapy allowance, Day Off, Annual profit-sharing, Health insurance, Dental insurance, Private pension plan, Life insurance, Meal voucher, Wellhub