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Relationship Agent

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelBachelor's Degree

Description

**Description and Responsibilities:** **Schedule:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break **Level:** Professional **Employment Type:** Permanent – CLT Responsible for attending to current and potential customers, assessing their needs, presenting appropriate solutions, and offering products and services from the portfolio to meet their expectations, as well as completing sales upon acceptance and forwarding processes to respective departments, including renewals and management of their customer portfolio, aiming to meet all customer needs, maintain their satisfaction, foster loyalty, promote improved business performance, and achieve established goals. **Requirements:*** Currently pursuing a bachelor’s degree in Administration, Economics, Accounting Sciences, or related fields; * CPA 10 certification preferred; * Proficiency in Microsoft Office suite; * Knowledge of financial institutions and credit cooperatives preferred; * Familiarity with sales techniques, negotiation, and financial mathematics. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Internal benefits, Profit sharing, Private pension plan, Life insurance, Meal voucher, Transportation voucher, Wellhub (Gympass)

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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