Customer Service Agent - Itinga

Description

Job Summary: Responsible for prospecting, serving, and retaining members by providing personalized financial consulting and strategically managing and expanding the membership portfolio. Key Highlights: 1. Focus on personalized service and financial consulting. 2. Strategic management and expansion of the membership portfolio. 3. Pursuit of relationship-building, member retention, and goal achievement. **Job Description and Responsibilities:** **Working Hours:** 8 hours/day **Experience Level:** Professional **Employment Type:** Full-time – CLT Responsible for prospecting, serving, and retaining members, with emphasis on delivering personalized service and financial consulting when marketing the Cooperative’s products, services, and benefits. Strategically manages and expands the membership portfolio—including renewals and ongoing follow-up—by understanding members’ needs and offering tailored solutions. Conducts both in-office and field visits, focusing on strengthening relationships, retaining members, and achieving targets, in accordance with internal guidelines and policies. **Requirements:** * Serving cooperative members with an emphasis on quality, empathy, and efficiency. * Interpersonal profile: extroverted and open to new experiences and interactions. * Clear, concise, and assertive communication skills that foster strong relationships and member retention. * Ability to monitor and analyze performance indicators to support continuous improvement of processes and outcomes. * Preferred: CPA-10 certification or Bachelor’s degree / currently pursuing a Bachelor’s degree (any field). * Must reside in the city where the position is located or within a 30 km radius. **Benefits:** Annual Bonus, Childcare Assistance, Pharmacy Assistance, Coop Club – Diverse Internal Benefits, Gympass, Financial Certification Incentives, Education Incentives, Health Insurance – Unimed, Dental Insurance, Private Pension Plan, Life Insurance, Meal Voucher, Transportation Voucher