Relationship Agent

Description

Job Summary: Responsible for serving customers, presenting solutions, offering products and services, managing portfolios, and pursuing customer loyalty to achieve targets. Key Highlights: 1. Personalized and high-quality customer service 2. Expansion of customer relationships and business prospecting 3. Customer portfolio management **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Permanent – CLT **Relationship Agent:** Responsible for serving current and potential customers, identifying their needs, presenting suitable solutions, and offering products and services from the portfolio to meet their expectations; executing commercial transactions upon acceptance; forwarding processes to responsible departments—including renewals and portfolio management—with the goal of fulfilling all customer needs, ensuring customer satisfaction, fostering loyalty, enhancing business performance, and achieving targets. **Main Responsibilities:** * Identify business opportunities during interactions with current or potential customers; * Offer products and services tailored to each customer’s needs; * Commercialize existing portfolio products and services, as well as perform other frontline customer service duties; * Prospect new customers and new business opportunities beneficial to the cooperative, its customers, and the community; * Manage the customer portfolio under their responsibility; * Support the branch manager in process execution; * Provide personalized and high-quality service to customers within their portfolio; * Expand customer engagement with the branch by seeking business opportunities aligned with each member’s profile; * Provide documentation for internal and external audit review when requested; * Conduct collections from delinquent accounts; * Assist customers in regularizing their outstanding debts; * Formalize approved debt restructuring proposals; * Support management with information on significant overdue amounts requiring legal action, per internal policy. **Requirements:** * Bachelor’s degree preferred in Administration, Economics, Accounting, or related fields; * CPA and CPRO-R certifications preferred; * Proficiency in computer applications (Microsoft Office Suite: Word, PowerPoint, Excel, Outlook); * Knowledge of financial institutions and financial cooperatives; * Expertise in financial products and services; * Negotiation skills; * Proactive, commercially oriented profile; * Knowledge of financial mathematics. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Education allowance, Internal benefits, Corporate mobile phone, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Transportation voucher