Relationship Manager for Individual Members

Description

Job Summary: Professional responsible for managing the portfolio of individual cooperative members, fostering relationships and loyalty, while ensuring portfolio results and performance. Key Highlights: 1. Consultative portfolio management for individual cooperative members 2. Customer retention and business expansion 3. Technical development and expertise leadership **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 * Manage the portfolio of individual cooperative members, aiming to become their primary financial option through consultative, transparent, and results-driven service; * Foster relationships and loyalty to increase business volume, expand usage of products, and minimize risks; * Achieve established targets by offering appropriate products and services aligned with cooperative members’ expectations; * Ensure growth of the cooperative membership base in accordance with defined business strategies; * Guarantee portfolio results and performance with short-, medium-, and long-term perspectives; * Promote offered products and services—including their advantages, benefits, interest rates, terms, commercial conditions, and the unique value proposition of cooperativism; * Provide financial guidance to cooperative members within the assigned portfolio; * Drive business development and serve as a technical reference within the operational unit; * Supply necessary data for analysis and decision-making; * Manage overdue collections to minimize the cooperative’s delinquency rate; * Oversee and execute credit recovery related to members. **Requirements:** * Completed Bachelor’s degree in Business Administration, Economics, or related fields; * Postgraduate specialization (completed or in progress) in Commercial Areas, Financial Products, or related disciplines is desirable; * Hold CPA 10, CPA 20, and CEA certifications; **Benefits:** ACERCC \- Associação Cultural Esportiva e Recreativa Copérdia e Crediauc, Annual Leave Bonus, Childcare/Babysitting Allowance, Education Assistance, Longevity Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Day Off, Health Insurance Plan, Dental Insurance Plan, PPR \- Profit Sharing Program, Private Pension Plan, Life Insurance, Uniform, Meal Voucher