Customer Service Agent - Itinga

Description

Job Summary: Responsible for prospecting, serving, and retaining members, with a focus on financial consulting and strategic portfolio management to deliver customized solutions. Key Highlights: 1. Personalized service and financial consulting 2. Strategic management and expansion of the member portfolio 3. Focus on relationship building, member retention, and goal achievement **Description and Responsibilities:** **Working Hours:** 8 hours/day **Experience Level:** Professional **Employment Type:** Permanent – CLT Responsible for prospecting, serving, and retaining members, focusing on delivering personalized service and financial consulting during the marketing of the Cooperative's products, services, and benefits. Strategically manages and expands the member portfolio—including renewals and ongoing follow-up—to understand customer needs and offer customized solutions. Conducts both internal and external service activities, emphasizing relationship strengthening, member retention, and goal achievement, in accordance with internal guidelines and policies. **Requirements:** * Serving cooperative members with a focus on quality, empathy, and efficiency. * Interpersonal, extroverted profile, open to new experiences and interactions. * Clear, concise, and assertive communication skills that foster relationships and retention. * Ability to monitor and analyze performance indicators to support continuous process and outcome improvement. * Preferred: CPA-10 certification or Bachelor’s degree / Currently pursuing a Bachelor’s degree (any field) * Must reside in the city where the position is located or within a 30 km radius. **Benefits:** Seniority Bonus, Childcare Assistance, Pharmacy Assistance, Coop Club – Diverse Internal Benefits, Gympass, Financial Certification Incentives, Education Incentives, Health Insurance – Unimed, Dental Insurance, Private Pension Plan, Life Insurance, Meal Voucher, Transportation Voucher