Relationship Manager

Company
Description
**Description and Responsibilities:** **Schedule:** Example: Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Tenured \- CLT labor code * Manage the cooperative members' portfolio, seeking to expand the cooperative's reach within its operational area through prospecting visits, client service, product sales, and developing relationship strategies to meet clients' needs and increase the cooperative's business volume and market product and service utilization rate; * Achieve established targets by offering products and services aligned with clients' expectations; * Ensure promotion of offered products and services by clearly explaining and highlighting their advantages, benefits, interest rates, terms, commercial conditions, and the unique value proposition of the cooperative model; * Conduct credit recovery activities for members, including digital customer service, in accordance with defined authority levels and the Cooperative's Collection Policy; * Manage overdue collections to minimize the cooperative's delinquency rate by issuing weekly reports and proactively managing the members' portfolio, proposing alternatives for potential renegotiations; * Achieve established targets by offering products and services aligned with clients' expectations; * Ensure promotion of offered products and services; * Comply with requirements set forth by regulatory and supervisory bodies, as well as institutional policies; * Conduct credit recovery activities for members, including digital customer service; * Manage overdue collections to minimize the cooperative's delinquency rate; provide necessary data for analysis and decision-making; * Ensure all approved transactions undergo analyses consistent with established policies and regulations, supported by guarantees appropriate to the nature of the business; Other related activities. * **Requirements:** * Completed undergraduate degree in Business Administration, Economics, Accounting Sciences, or related fields. * Proficiency in computer applications (Microsoft Office Suite: Word, PowerPoint, * Knowledge of negotiation techniques for financial products and services * Knowledge of cooperative credit legislation * Mastery of customer service techniques * Knowledge of the financial market * Proficiency in sales techniques * Knowledge of financial mathematics * Minimum certification: ANBIMA CPA-10 **Benefits:** Birthday Day Off, Medical Assistance, Dental Assistance, Childcare Allowance, Education Allowance, Gympass, Profit Sharing, Private Pension Plan, Life Insurance, Meal Voucher, Transportation Voucher
Posted by

João Silva
Indeed · HR


