Business Manager

Description

Job Summary: Business Manager to act as a financial consultant, portfolio manager, prospector, and digital specialist, focusing on solutions and relationships with members. Key Highlights: 1. Join a company that prioritizes relationships and well-being. 2. Work in an inclusive environment with close interaction among the collective. 3. Manage portfolios and prospect, focusing on positive impact. Join a company that prioritizes relationships. We value a light-hearted and highly respectful atmosphere. We strive for an inclusive environment with close interaction among all team members. Continuously improving quality of life is an ongoing pursuit here. Here, everyone works side by side. Everything we do is designed with the collective in mind. We place people at the center and heart of our business. Our actions and solutions are strategically focused on people. We value our relationships, because it is through them that we build a better world. **Business Manager** Understand members’ needs and, leveraging technology, interpret and generate insights from member data to recommend optimal financial solutions. **Responsibilities and Duties** Financial Consultant Based on portfolio data, proactively engage members regarding financial solutions, verifying their relevance to members’ current life stages. Support members in decisions about financial products and services, developing financial life strategies and generating positive impact in communities where the cooperative operates. Portfolio Manager for Members Oversee administration and development of the member portfolio, fulfilling the established commercial schedule, presenting financial solutions aligned with members’ needs, marketing products and services consistent with set goals, and supporting strategic planning execution. Prospecting Identify and engage new members and business opportunities by understanding members’ industry sectors and debt levels. Conduct visits to generate new business and strengthen relationships with existing members. Digital Specialist Facilitate members’ interaction with self-service and automated channels, aiming for efficiency and guiding members toward digital solutions. Provide guidance to help members better utilize available products and technologies. Transactional Activities Monitor portfolio debt levels and develop measures to resolve delinquency, avoiding costs and judicial involvement. Perform member registration and data updates. New Member Integration Onboard new members by explaining Sicredi, answering questions, and fostering engagement with cooperative values. Portfolio Size Recommendation Manage member portfolios to deliver differentiated, targeted service to the intended audience. **Requirements and Qualifications** N Educational Level * Bachelor’s degree Required Certifications and Registrations * CPA-10, CPA-20 Field of Study * Administration * Economics * Accounting * Related fields Professional Experience * Minimum of 1 year managing portfolios in financial institutions * Desired Skills and Knowledge Areas * Knowledge of financial products and services * Member focus * Communication * Innovativeness * Service orientation * Facilitator/Educator Financial Sector Experience * **Additional Information** **Nice to meet you — we are Sicredi.** Our journey began over 120 years ago as Brazil’s first financial cooperative. Today, we continue growing and transforming daily alongside **more than 50,000 team members**. They make us the **Best Place to Work**, once again ranking first according to Great Place To Work Brazil (GPTW). Together with **over 9 million members**, across all Brazilian states, we believe in the power of cooperation to **build a more prosperous society and generate positive impact in people’s lives.** A purpose that unites and inspires us, promoting local and sustainable development, education, and financial inclusion. We continue seeking talents who wish to help build a better world — and we want you on board. **\#VemSerSicredi!**