Relationship Agent

Description

Job Summary: A professional responsible for identifying business opportunities, offering products and services, prospecting customers, and managing a customer portfolio, ensuring personalized service. Key Highlights: 1. Identify and prospect new business opportunities 2. Manage customer portfolio and provide personalized service 3. Support management and expand customer relationships **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break. **Level:** Professional **Employment Type:** Tenured \- CLT labor code * Identify business opportunities during interactions with existing or potential customers. * Offer products and services according to each customer's specific needs. * Promote sales of existing portfolio products and services, as well as perform other frontline customer service duties. * Prospect new customers and new business opportunities beneficial to the cooperative, its customers, and the community. * Manage the customer portfolio assigned to you. * Support the branch manager in conducting operational processes. * Provide high-quality, personalized service to customers within your portfolio. * Expand customer engagement with the branch by identifying business opportunities aligned with each cooperative member's profile. * Provide documentation for internal and external audit review upon request. * Conduct collection activities for delinquent accounts. * Assist customers in regularizing their outstanding debts. * Formalize approved debt restructuring proposals. * Support management with information on significant overdue amounts eligible for legal action, per Internal Policy. **Requirements:** Bachelor's degree preferred in Administration, Economics, Accounting, or related fields. CPA-10 certification preferred. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Gympass, Profit-sharing (based on achieved targets), Private pension plan, Life insurance, Meal allowance