Faster chat, better deals — Get the App

Relationship Manager (PA Cegonheiros)

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelMore than 10 years
Education levelNo degree limit

Description

**Description and Responsibilities:** **Working Hours:** Monday to Friday **Level:** Operational **Employment Type:** Permanent – CLT Responsible for portfolio development and for designing and implementing customer relationship strategies, including portfolio management of products and services, supporting business teams and PA-related processes for corporate clients (PJ), through marketing of existing portfolio products and services, as well as delivering financial advisory services focused on the cooperative member’s needs and the cooperative’s results, aiming at profitability and portfolio expansion, promoting service quality, efficiency and standardization, achievement of established targets, and offering solutions in products and services aligned with client expectations and loyalty within the incumbent’s area of responsibility. **Requirements:** * Completed postgraduate degree in fields related to the role and the cooperative’s business * Active CPro-R certification * Prior experience in corporate (PJ) portfolio management is desirable * Experience in prospecting new clients/members * Proficiency in Microsoft Office suite * Expertise in negotiation of financial products and services * In-depth knowledge of credit cooperative legislation * Mastery of customer service techniques, sales techniques, and the financial market * Proficiency in credit policies and financial mathematics * Familiarity with regulations issued by BACEN, CVM, and ANBIMA * Proficiency in products and services (funding and credit, bank collections, etc.) **Benefits:** At Sicoob Divicred, we believe that valued people build extraordinary results. Therefore, we offer a comprehensive benefits package designed to promote our employees’ well-being, growth, and quality of life: * Medical assistance: greater peace of mind when caring for your health and your family’s health. * Dental assistance (no co-payment): a healthy smile and essential care without budget surprises. * Childcare/babysitting allowance: support for mothers and fathers balancing career and family responsibilities. * Education allowance: investing in your career! Incentives for continuous learning and professional development. * Corporate University: ongoing development through training programs aligned with your career path. * Christmas basket: special care to make year-end even more extraordinary. * Birthday Day Off + reward card: celebrate your special day your way—with rest and time spent with loved ones. Your day deserves it! * Gympass/Wellhub: improved health, energy, and balance. Discounts on gyms and physical activities to support your well-being! * Career development plan: real opportunities for growth and advancement within the cooperative—you grow with us! * PLR – Profit and Results Sharing: recognition of your efforts and shared cooperative growth with those who help us succeed. * Private pension plan: we support your future planning and financial security. * Variable compensation: additional recognition for your results and performance. * Life insurance: protection and peace of mind for you and your family. * Meal allowance and food allowance: healthier and more varied daily meals. * Transportation allowance: reliable mobility to get to work with ease. Here, you’ll find a cooperative, human-centered environment full of opportunities to grow alongside us. **Benefits:** Medical assistance, Dental assistance, Childcare allowance, Babysitting allowance, Education allowance, Christmas basket, Birthday Day Off, Gympass, Profit sharing, Career development plan, Private pension plan, Variable compensation, Life insurance, Corporate University, Transportation allowance, Food allowance, Meal allowance

Some content was automatically translated

Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

Similar jobs

Relationship Manager (PA Cegonheiros) job by Indeed in 2026 | ok.com