···
Log in / Register
Business Agent I - Criciúma/SC (Próspera)
Negotiable Salary
Indeed
Full-time
Onsite
No experience limit
No degree limit
R. João Pessoa, 24 - Centro, Criciúma - SC, 88801-530, Brazil
Favourites
New tab
Share
Some content was automatically translatedView Original
Description

Description: * Pursuing a Bachelor's degree in Business Administration, Accounting, Economics, or related fields. * Sales experience; * Experience and/or knowledge in financial products and services will be an advantage; * ANBIMA certification CPA10, CPA20, and/or CEA will be an advantage. Residence in Criciúma/SC and surrounding areas. Perform cash handling tasks, including pre-check verification and digitalizing checks into the GED system, collecting and processing envelopes, paying bills, processing member pouches, confirming check issuance, performing withdrawals, deposits, transfers, TED/DOC transactions, replenishing ATMs, conducting security inspections at service units, managing treasury cash, transporting valuables, and ensuring effective daily cash balancing; Serve members proactively and reactively according to their needs, following the Ailos way of doing business, providing in-person service and contacting the customer base (portfolio rotation), prospecting new individual or corporate members, consultatively offering products and services (excluding investments) to maintain relationships, strengthen member loyalty, achieve branch objectives, and support cooperative sustainability; Conduct analysis of returned checks according to authorization levels, reviewing daily reports and jointly evaluating payment decisions with management, aiming to maintain member relationships and mitigate risks; Update member registration information according to current cooperative policies, verifying documentation and authenticity of information, keeping contact details updated and ensuring proper digitalization, maintaining accurate records and mitigating risks; Request required documentation for opening accounts for individual or corporate members, following established procedures and correctly filling out requested information as per work instructions, while verifying the authenticity of data to ensure registration quality; Record all customer interactions in the customer relationship management tool, entering collected data to generate leads for future business opportunities and ensuring consistent communication and relationship management; Participate in social initiatives, actively engaging in cooperative social and educational events with supervision, aiming to strengthen relationships with members and the community; Be able to analyze and defend low-to-medium complexity proposals by assessing repayment capacity, operational risk, and collateral, aiming to promote sustainable credit approval; Support and maintain organized branch contracts, performing digitalization and proper organization of documents, ensuring physical storage is maintained according to the cooperative's specified retention periods; Conduct debt collection and debtor follow-up activities according to reports, making calls and visits, analyzing and acting on cases involving PDD (doubtful debtor provision) and delinquency while considering risk factors under supervision, aiming to manage the delinquent portfolio; Perform other duties related to the position. 2510300202211373823

Source:  indeed View original post
João Silva
Indeed · HR

Company

Indeed
Cookie
Cookie Settings
Our Apps
Download
Download on the
APP Store
Download
Get it on
Google Play
© 2025 Servanan International Pte. Ltd.