Relationship Manager

Description

Job Summary: Responsible for developing and implementing relationship strategies with cooperative members, portfolio management, and financial advisory services. Key Highlights: 1. Manage the cooperative members' portfolio and pursue targets 2. Ensure compliance with regulatory bodies 3. Handle credit recovery and minimize delinquency **Description and Responsibilities:** **Working Hours:** 08:00 \- 12:00 and 13:00 \- 17:00 **Level:** Management and Executive **Employment Type:** Permanent – CLT **Description:** Responsible for developing and implementing cooperative member relationship strategies, including portfolio management of products and services, supporting business teams and PA-related processes—covering individual (PF), corporate (PJ), and digital clients—through marketing of existing portfolio products and services, as well as delivering financial advisory services focused on cooperative members’ needs and the cooperative’s results, aiming at profitability and portfolio expansion, promoting service quality, efficiency, and standardization, achievement of established targets, and offering product and service solutions aligned with cooperative members’ expectations and loyalty within the manager’s area of responsibility. **Responsibilities:** * Manage the cooperative members' portfolio to increase the cooperative's reach within the assigned area; * Achieve established targets by offering product and service solutions aligned with cooperative members’ expectations; * Ensure promotion and dissemination of offered products and services; * Comply with requirements set forth by regulatory and supervisory authorities and institutional policies; * Handle credit recovery related to members, including digital channel support; * Administer overdue collections to minimize the cooperative's delinquency rate; * Provide necessary data for analysis and decision-making; * Ensure all approved transactions undergo analyses compliant with established policies and regulations, backed by guarantees appropriate to the underlying business. **Requirements:** **Requirements:** * Bachelor’s degree in Business Administration, Commercial Management, Economics, Production Engineering, Accounting Sciences, or related fields; * Experience in financial products and services; * CPA\-10 or CPA\-20 or CEA. **Technical Skills:** * Knowledge of regulations: BACEN, CVM, and ANBIMA; * Excellence in customer service; * Knowledge of sales techniques; * Understanding of the financial market; * Knowledge of credit policies; * Negotiation techniques for financial products and services; * Knowledge of financial mathematics; * Portfolio management experience; * Strong oral and written communication skills; * Proficiency in Microsoft Office Suite: Word, PowerPoint, Excel, Outlook. **Benefits:** Medical assistance, Dental assistance, Gym allowance, Daycare allowance, Internal benefits, Commissions, Profit sharing, Life insurance, Meal voucher, Food allowance, Transportation allowance