Relationship Analyst

Description

**Description and Responsibilities:** **Schedule:** Monday to Friday, 8:00 AM to 5:00 PM with a 1-hour break. **Level:** Operational **Employment Type:** Permanent – CLT * Support the achievement of goals and objectives established in the cooperative's strategic plan; * Support portfolio development by contributing to the offering of products and services according to the cooperative member's profile; * Provide technical support to relationship assistants to ensure quality and efficiency in customer service; * Conduct portfolio reviews within deadlines set by the commercial strategy department, through visits whenever required, phone calls, etc.; * Monitor and analyze daily and weekly reports on the cooperative members' portfolio regarding product and service sales, delinquency, and other metrics; * Perform other duties related to the position. **Requirements:** * Bachelor’s degree in Business Management or related fields; * Experience in the role; * Proficiency in sales techniques; * Knowledge of financial products and services; * Proficiency in Microsoft Office Suite; * CPA 10 certification\. **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