




Description: * Higher education completed or in progress; * Proactivity and broad business vision; * Sales skills; * Engagement with team and objectives; * Preferably have knowledge of financial institution products and services; * ANBIMA certification https://www.anbima.com.br/: CPA10 (Mandatory) CPA20 (Desirable) CEA (Advantageous) The Business Assistant is responsible for supporting and developing portfolios of High-Income Individual (PF) and Low-Revenue Corporate (PJ) members, providing necessary support to portfolio managers, offering Sicredi financial solutions tailored to this audience's needs through agency platforms and other potential prospecting locations, promoting a better experience for current and prospective members, contributing to the growth of the agency and Cooperative. Financial Consultant: Based on portfolio data, engage members with financial solutions, assessing their relevance to the member's life stage. Support members in making decisions about financial products and services, creating financial strategies, and generating positive impact in the communities where the cooperative operates. Member Portfolio Manager: Responsible for supporting and developing individual member portfolios, following the established commercial schedule, presenting financial solutions suited to member needs, selling products and services aligned with set targets, aiming to achieve strategic planning goals. Prospecting: Prospect new members and business opportunities by understanding the member's business activity and debt level. Conduct visits to develop new business and strengthen relationships with members. Digital Specialist: Facilitate member interaction with self-service and automated channels, promoting efficiency and guiding members toward digital solutions. Provide guidance to help members better use available products and technology. Transactional Activities: Monitor portfolio debt levels and implement measures to resolve delinquency, avoiding costs and legal proceedings. Perform registration and updates of member data. New Member Integrator: Integrate new members by explaining about Sicredi, answering questions, and fostering engagement with cooperative values. Portfolio Size Recommendation: Manage portfolios for micro and small businesses and mixed portfolios at small agencies, aiming to provide differentiated and targeted service to the target audience. Financial Transactions: Perform (occasionally and as needed) financial transactions such as payments, collections, and transfers. Among others. 2510300202211839442


