Individual Relationship Assistant

Description

**Job Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour break. **Level:** Operational **Employment Type:** Permanent – CLT * Market existing portfolio products and services, and perform other front-line customer service duties; * Serve cooperative members and other stakeholders; * Support timely portfolio turnover according to the commercial strategy team’s schedule; * Prospect new customers and new business opportunities beneficial to the cooperative, its customers, and the community; * Deliver personalized, high-quality service to customers, supporting administration of individual (PF), corporate (PJ), or agribusiness (Agro) customer portfolios, as assigned; Formalizing proposals, requesting and sending documentation, collecting overdue payments, and performing other duties related to the role. * **Requirements:** * Completed or ongoing undergraduate degree in Business Administration, Accounting, Economics, or related fields; * Experience in customer service; * Proficiency in Microsoft Office Suite. **Preferred Qualifications:** * Experience managing individual (PF), corporate (PJ), or agribusiness (Agro) portfolios; * CPA 10, CPA 20, CEA certifications, or knowledge of the financial market. **Benefits:** Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Birthday Gift Card, Christmas Gift Card, School Supplies Kit for Dependents, Maternity/Paternity Kit, National Health Plan \| Unimed, National Dental Plan \| Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Allowance, Transportation Voucher