Relationship Assistant

Description

Job Summary: Operational professional responsible for marketing products and services, providing personalized service to cooperative members and customers, and prospecting for new business opportunities. Key Highlights: 1. Personalized and high-quality customer service 2. Marketing of existing portfolio products and services 3. Prospecting for new customers and business opportunities **Description and Responsibilities:** **Schedule:** Monday to Friday, 8:00 AM to 5:00 PM with a 1-hour break. **Level:** Operational **Employment Type:** Permanent – CLT * Market existing portfolio products and services and perform other front-line service-related routine tasks; * Provide service to cooperative members and other target audiences; * Support timely portfolio turnover as planned by the commercial strategy team; * Prospect for new customers and new business opportunities beneficial to the cooperative, its customers, and the community; * Deliver personalized and high-quality customer service, supporting the management of individual (PF), corporate (PJ), or agricultural (Agro) customer portfolios according to responsibilities; Formalizing proposals, requesting and sending documentation, collecting overdue payments, and performing other related routine tasks. * **Requirements:** * Completed or ongoing undergraduate degree in Business Administration, Accounting, Economics, or related fields; * Experience in customer service; * Proficiency in Microsoft Office Suite. **Preferred Qualifications:** * Experience serving individual (PF), corporate (PJ), or agricultural (Agro) portfolios; * CPA 10, CPA 20, CEA certifications, or knowledge of the financial market. **Benefits:** Seniority Bonus, Childcare/Babysitter Allowance, Education Allowance, Birthday Gift Card, Christmas Gift Card, School Supplies Kit for Dependents, Maternity/Paternity Kit, National Health Plan | Unimed, National Dental Plan | Uniodonto, Private Pension Plan, Profit-Sharing Program, Life Insurance, Meal/Voucher Allowance, Transportation Voucher