Relationship Agent

Description

Job Summary: Responsible for managing individual (natural person) customer portfolios, opening accounts, prospecting, and monitoring performance indicators, while delivering personalized service. Key Highlights: 1. Manage and expand individual (natural person) customer portfolios 2. Open accounts and handle commercial processes 3. Provide personalized, high-quality service to members and customers **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 (natural person) customer portfolio; Open current accounts, update customer registration data, handle commercial and credit processes; Prospect accounts through visits to members and non-members; Monitor portfolio performance indicators (delinquency, profitability, deposits, credit, and investments); Provide personalized, high-quality service to members and customers; among other duties. **Requirements:** Completed undergraduate degree; Proficiency in Microsoft Office suite; Strong numerical calculation and logical reasoning skills; Desirable familiarity with financial products and services offered by the Cooperative; Desirable experience in customer service and skills in negotiation and member portfolio management; CPA certification is mandatory (or submission within 90 days); **Benefits:** Seniority bonus, Childcare allowance, Education allowance, Internal benefits, Performance bonus, Birthday day off, Workplace gymnastics, Onboarding program, Profit-sharing program, Health insurance plan, Birthday gift, Private pension plan, Life insurance, Uniform, Corporate university, Flu vaccination, Meal voucher