Description
**Job 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 developing and implementing relationship strategies with corporate members (Legal Entities), through portfolio management of products and services and support to business teams. Provide personalized financial consulting aimed at meeting members’ needs and contributing to the cooperative’s results, with a focus on member retention, sustainable growth, and service quality.
**Key Responsibilities:**
* Manage a portfolio of corporate members (Legal Entities), conducting prospecting, visits, consultative service, and offering customized financial solutions.
* Achieve established targets by increasing members’ participation in the product and service portfolio.
* Promote financial education within the community, strengthening relationships and the cooperative’s competitive differentiation.
* Ensure effective promotion of products and services, highlighting the cooperative’s competitive advantages and differentiators.
* Guarantee compliance with regulatory standards (BACEN, CVM, ANBIMA) and internal cooperative policies.
* Prevent delinquency and support credit recovery, proposing renegotiations when necessary.
* Support decision-making with market information, portfolio reports, and performance indicator analysis.
**Requirements:** **Requirements:**
* Completed undergraduate degree in Business Administration, Economics, Accounting, or related fields.
* ANBIMA CPA and C\-PRO R certifications.
* Proficiency in sales and negotiation techniques.
* 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).
* Valid driver’s license and willingness to travel.
**Preferred Qualifications:**
* ANBIMA C\-PRO I certification.
* Postgraduate degree or MBA in Business/Finance.
* Experience in credit cooperatives or financial institutions.
* Experience managing corporate (PJ) portfolios.
**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