Relationship Agent

Description

Job Summary: A professional responsible for identifying business opportunities, offering products, marketing services, prospecting cooperative members, managing portfolios, and providing personalized service. Key Highlights: 1. Personalized and high-quality service to cooperative members. 2. Opportunity to expand relationships with cooperative members. 3. Management of the portfolio of cooperative members under your responsibility. **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT * Identify business opportunities during interactions with current or potential cooperative members; * Offer products and services according to each cooperative member’s needs; * Market existing portfolio products and services, as well as perform other front-line service-related duties; * Prospect new cooperative members and new business opportunities that benefit the cooperative, its members, and the community; * Manage the portfolio of cooperative members under your responsibility; * Support the branch and relationship manager in process execution; * Provide personalized and high-quality service to the cooperative members in your portfolio; * Expand cooperative members’ relationship with the branch by seeking business opportunities aligned with each member’s profile; * Collect overdue payments; * Assist cooperative members in regularizing their debts; * Provide documentation for internal and external audit review upon request; * Formalize approved debt restructuring proposals; **Requirements:** * Completed or ongoing undergraduate degree in Administration, Economics, Accounting, or related fields; * CPA-10 certification is desirable. **Benefits:** ACERCC – Cultural, Sports and Recreational Association Copérdia e Crediauc, Annual Bonus, Childcare/Babysitting Allowance, Education Allowance, Service Anniversary Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Day Off, Health Insurance Plan, Dental Insurance Plan, PPR – Profit Sharing Program, Private Pension Plan, Life Insurance, Uniform, Meal Voucher