Relationship Manager I

Description

Job Summary: Manage the portfolio of cooperative members, prospect new business opportunities, offer financial products, and ensure achievement of targets and regulatory compliance. Key Highlights: 1. Manage the portfolio of cooperative members and prospect new business opportunities. 2. Offer financial products in a consultative manner. 3. Support the team and ensure achievement of targets and regulatory compliance. **Description and Responsibilities:** **Working Hours:** 08:30 to 17:30 (Lunch break: 1 hour) **Level:** Managerial and Executive **Employment Type:** Tenured \- CLT labor code **Key Responsibilities:** Manage low- and medium-value portfolios of cooperative members, seeking to expand business and profitability. Prospect new cooperative members and develop relationship-building and retention strategies. Offer financial products and services in a consultative manner, aligned with members' needs. Ensure achievement of commercial targets and service quality standards. Support the branch’s customer service and relationship management team. Ensure compliance with internal policies, BACEN regulations, and cooperative principles. Participate in credit recovery and portfolio delinquency control. Contribute to achieving the cooperative’s commercial and strategic goals. Participate in designing and implementing incentive campaigns and financial education initiatives. **Requirements:** Bachelor’s degree in Administration, Economics, or related Technology programs in Administration/Commercial fields. Experience in commercial/customer service. Experience in financial institutions. Proficiency in financial products and services. Computer literacy (Microsoft Office: Word, PowerPoint, Excel, Outlook). Sales and negotiation techniques. Knowledge of the financial market/BACEN regulations. ANBIMA certification. Proficiency in financial mathematics. An established client portfolio will be a strong differentiator. Valid driver’s license and personal vehicle will be a differentiator. **Benefits:** Health and wellness programs, Seniority bonus, Medical assistance, Dental assistance, ANBIMA certification assistance \- 100% reimbursement for exam fees, Childcare or babysitter allowance, Education assistance covering up to 80% of tuition fees, Birthday day off, Commemorative events, Gympass \- Partnerships with studios, gyms, and wellness apps, Profit-sharing program (Annual), Development and coaching programs, Recognition for tenure with the cooperative, Life insurance, Telepsychology, Corporate university \- Courses and training, Meal voucher / food allowance