Relationship Manager

Description

Job Summary: A professional responsible for managing the customer portfolio, identifying business opportunities, promoting sales of financial products and services, and prospecting new cooperatives. Key Highlights: 1. Manage customer portfolio and prospect new cooperatives 2. Develop relationship-building and retention strategies 3. Collaborate with internal departments to deliver solutions **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Permanent – CLT * Manage the customer portfolio by identifying business opportunities and promoting sales of products and services, including opening, updating, and closing checking accounts, savings accounts, and payroll accounts. * Perform opening, updating, and closing of checking accounts, savings accounts, and payroll accounts. * Conduct periodic visits to cooperatives to monitor satisfaction levels and identify potential improvements. * Conduct visits to prospect new cooperatives. * Prepare and present commercial proposals, negotiate terms, and finalize contracts. * Develop relationship-building and retention strategies for cooperatives, promoting and participating in marketing initiatives and events. * Collaborate with internal departments of the cooperative to ensure delivery of solutions meeting members’ expectations. * Monitor cooperative and portfolio performance and results reports, supporting implementation of action plans to achieve targets. * Participate in training and capacity-building programs to stay updated on cooperative-provided products and services. * Execute all activities related to credit operations and fund-raising. **Requirements:** * Completed undergraduate degree (in fields such as administration, accounting, economics, or related areas) * CPA certification (CPA-10 or CPA-20). * Availability for travel, training, and courses; * Knowledge of marketing financial products and services; * Prior experience in a financial institution (credit cooperative) is desirable; **Advantages:** Postgraduate degree or MBA in Business Management, Cooperativism, Finance, or related fields. **Benefits:** Transportation allowance, Medical assistance, Gym membership assistance, Daycare assistance, Education assistance, Clothing allowance, Profit-sharing program, Private pension plan, Meal voucher, Food voucher, Transportation voucher