RELATIONSHIP AGENT

Description

Job Summary: Responsible for assisting the Relationship Manager, supporting cooperative member service activities and driving business in a consultative and strategy-aligned manner. Key Highlights: 1. Consultative service and support in financial and administrative operations 2. Analysis of economic and financial information to support credit granting 3. Integrated collaboration with internal departments to ensure excellence in customer service **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Tenured \- CLT labor code Responsible for assisting the Relationship Manager in supporting cooperative member service activities and operational process execution, ensuring compliance with financial system regulations and Cooperative rules (e.g., account opening, client record updates, and other commercial-area-related tasks). Strengthening cooperative member relationships and driving business in a consultative, sustainable, and institutionally aligned manner. Providing in-person, telephone, or digital service to cooperative members, clarifying inquiries, and delivering support for financial and administrative operations. Key Responsibilities: Delivering consultative service by identifying members' financial needs and proposing suitable solutions (credit, investments, services, and products). Analyzing companies' economic and financial information to support credit granting and other operations. Monitoring portfolio indicators (profitability, risk, delinquency, and satisfaction). Collaborating integrally with internal departments to ensure service excellence and compliance with regulations and policies. **Requirements:** Bachelor's degree in Administration; Economics; Accounting Sciences; or related fields. Minimum 1 year of experience in the Financial Market ANBIMA Certification: CPA\-10, CPA\-20, or CEA Residence in Nova Odessa city Commercial profile, analytical mindset, strong communication skills, and results orientation. Knowledge of financial products and services, credit analysis, and negotiations. Proactivity, adaptability, and dynamism. **Benefits:** Medical assistance, Gym allowance, Childcare allowance, Education allowance, Profit-sharing program, Life insurance, Cultural voucher, Meal voucher, Food voucher, Transportation voucher