PF Relationship Agent

**Description and Responsibilities:** **Schedule:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional
- Support agency processes
- Offer financial solutions
- Manage PF member portfolio

**Job Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT **Job Mission:** Responsible for serving cooperative members in the Agro segment, identifying their needs, and offering appropriate financial solutions. Engage in marketing products and services, supporting branch operations, and managing the portfolio under responsibility, aiming for customer satisfaction, loyalty, and achievement of cooperative goals—with a focus on strengthening the cooperative’s presence in agribusiness. **Key Responsibilities:** * Identify business opportunities during interactions with current and potential Agro cooperative members. * Offer products and services aligned with the rural producer’s profile and needs. * Market financial products and services by presenting proposals, terms, and benefits. * Prospect new cooperative members and business opportunities, reinforcing the cooperative’s outreach. * Manage the Agro cooperative member portfolio, monitoring performance, delinquency, and satisfaction levels. * Support the branch manager in internal processes by sharing information and best practices. * Ensure high-quality service and post-sales follow-up to promote retention and loyalty. * Conduct collections and support debt renegotiation in accordance with the cooperative’s internal policies. * Assist in preparing documentation for audits, credit analysis, and proposal formalization. **Requirements:** * Bachelor’s degree in Administration, Economics, Agronomy, Accounting, or related fields is preferred. * ANBIMA CPA certification is preferred. * Experience in customer service and sales of products and services. * Interpersonal communication, organization, and planning skills. * Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). Advantages * Knowledge of sales and negotiation techniques. * Familiarity with rural credit lines and segment-specific processes/documentation. * Experience in credit cooperatives or financial institutions. * Practical experience managing Agro portfolios. * ANBIMA C-PRO R certification. **Benefits:** Childcare allowance, Education allowance, Reading allowance, Therapy allowance, Day Off, Annual profit-sharing, Health insurance, Dental insurance, Private pension plan, Life insurance, Meal voucher, Wellhub

João Silva
Indeed · HR