Relationship Agent

Description

Job Summary: Responsible for managing and expanding individual customer portfolios, opening accounts, prospecting, and monitoring portfolio performance indicators. Key Highlights: 1. Management and expansion of individual customer portfolios 2. Personalized and high-quality service to members and customers 3. Monitoring of portfolio performance indicators **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT Responsible for managing and expanding the individual customer portfolio; Opening current accounts, updating registration data, and handling commercial and credit processes; Prospecting accounts through visits to members and non-members; Monitoring portfolio performance indicators (delinquency, profitability, deposits, credit, and investment); Providing personalized and high-quality service to members and customers; among others. **Requirements:** Completed undergraduate degree; Proficiency in Microsoft Office Suite; Strong numerical and logical reasoning skills; Desirable knowledge of financial products and services offered by the Cooperative; Desirable experience in customer service and skills in negotiation and member portfolio management; CPA-10 certification is mandatory (or submission within 90 days); Valid driver's license required. **Benefits:** Seniority bonus, Childcare allowance, Education allowance, Internal benefits, Bonus and incentive payments, Birthday leave, Workplace gymnastics, Onboarding program, Profit-sharing program, Health insurance plan, Birthday gift, Private pension plan, Life insurance, Uniform, Corporate University, Flu vaccination, Meal voucher