Relationship Manager I

Description

Job Summary: Manage a portfolio of cooperative members, prospect new business opportunities, offer financial products, and ensure compliance with targets and policies. Key Highlights: 1. Cooperative member management and prospecting 2. Consultative offering of financial products 3. Team support and goal achievement **Description and Responsibilities:** **Working Hours:** 08:30 to 17:30 (Lunch break: 1 hour) **Level:** Managerial and Executive **Employment Type:** Tenured \- CLT labor code **Key Responsibilities:** Manage low- and medium-value cooperative member portfolios, aiming to expand business and profitability. Prospect new cooperative members and develop relationship-building and retention strategies. Offer financial products and services consultatively, aligned with cooperative members' needs. Ensure achievement of commercial and service quality targets. Support the branch's customer service and relationship management team. Ensure compliance with internal policies, BACEN regulations, and cooperative principles. Participate in credit recovery and portfolio delinquency control. Contribute to achieving the cooperative's commercial and strategic goals. Participate in the development and execution of incentive campaigns and financial education initiatives. **Requirements:** Bachelor's degree in Administration, Economics, or related Technology programs in Administration/Commercial fields. Experience in commercial/customer service. Experience in financial institutions. Proficiency in financial products and services. Computer literacy (Microsoft Office Suite: Word, PowerPoint, Excel, Outlook). Sales and negotiation techniques. Knowledge of the financial market/BACEN regulations. ANBIMA certification. Proficiency in financial mathematics. An established client portfolio will be a strong differentiator. Driver's license and personal vehicle will be a differentiator. **Benefits:** Health and wellness programs, Seniority bonus, Medical assistance, Dental assistance, ANBIMA certification assistance \- 100% reimbursement of exam fee, Childcare or babysitter allowance, Education assistance covering up to 80% of tuition fees, Birthday day off, Commemorative events, Gympass \- Partnerships with studios, gyms, and wellness apps, Annual Profit Sharing, Development and Coaching Programs, Recognition for tenure at the cooperative, Life insurance, Telepsychology, Corporate University \- Courses and training, Meal/voucher allowance