Relationship Agent

Description

Job Summary: Responsible for customer service, offering financial products and services, supporting Management in prospecting, and assisting with cash handling routines and debt regularization. Key Highlights: 1. Customer service and support in branch processes 2. Support to Management in customer prospecting and negotiation 3. Assistance in cash handling and financial operations **Description and Responsibilities:** **Working Hours:** 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT* Responsible for direct or telephone customer service, assisting\-them with branch processes (e.g., clarifying questions about their products and services, accounts, cash services, updating registration data, using ATMs, etc.); * Offer and clarify doubts regarding the Institution’s products and services; * Provide support to Management in prospecting new customers and negotiating products and services; * Assist in preparing commercial proposals for products and services; * Support maintaining customer registrations; * Assist customers in regularizing their debts; * Formalize approved debt renegotiation proposals; * Support cash handling routines — payment and collection operations, balance inquiries, verifying and safeguarding checkbooks and cards, processing bills, checks, and agreements, verifying and validating cleared checks, and other related activities. **Requirements:*** Completed High School * Preferred: Completed or ongoing undergraduate degree in Business Administration, Accounting, or related fields. * Strong oral and written communication skills; * Proficiency with computer systems and Microsoft Office suite; * Experience in customer service; * Knowledge of financial products; * Sales techniques; * CPA-10 certification preferred; **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Private pension plan, Life insurance, Meal voucher, Transportation voucher