Relationship Assistant

Description

Job Summary: Responsible for marketing products and services, serving cooperative members, prospecting new customers, and managing portfolios, with an emphasis on personalized service. Key Highlights: 1. Marketing of products and services 2. Personalized customer service and prospecting 3. Portfolio management (individual, corporate, or agribusiness) **Description and Responsibilities:** **Working Hours:** 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 frontline customer service duties; * Provide service to cooperative members and other target audiences; * Support timely portfolio turnover according to the commercial strategy department’s plans; * Prospect new customers and business opportunities beneficial to the cooperative, its customers, and the community; * Deliver high-quality, personalized service to customers, supporting administration of individual, corporate, or agribusiness customer portfolios, in accordance with assigned responsibilities; Formalizing proposals, requesting and sending documentation, collecting overdue payments, and performing other duties related to the role. * **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 managing individual, corporate, or agribusiness 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