We are seeking a candidate who will make a difference in our team, delivering personalized service focused on the Cooperative Member’s experience and needs, promoting loyalty in alignment with the Cooperative’s strategy. **Responsibilities and duties** * Manage client portfolios acting as a Financial Planner, with focus on the Cooperative’s sustainability and strategy; * Prospect and acquire new individual credit business and portfolios, prioritizing Cooperative Member loyalty; * Achieve pre-established production and CSAT (Customer Satisfaction Index) targets; * Monitor the credit cycle and, when necessary, carry out initial collection procedures; * Oversee business formalities; * Encourage and guide the use of self-service and relationship channels. **Requirements and qualifications** * Completed undergraduate degree in fields related to the role; * Completed or ongoing postgraduate studies in fields related to the role; * CPA-10 certification issued by ANBIMA; * Experience in customer service and the financial market. **You will stand out if you demonstrate:** * CPA-20 certification issued by ANBIMA; * Experience serving high-net-worth individuals. **Required technical knowledge:** * Financial products and services; * Economic environment; * Financial mathematics; * Financial consulting; * Individual credit; * Cooperativism. We value people and uphold the principles of cooperativism, inclusion, and diversity. If you are excited about this opportunity and believe you can make a difference in our team, apply now and **join us in cooperation**! **Additional information** **IN ADDITION TO A HIGH-PERFORMANCE ENVIRONMENT WITH SIGNIFICANT OPPORTUNITIES, WE OFFER OUR TEAM:** **Medical assistance:** We care about your health and your family’s health. **Dental assistance:** We encourage healthy smiles for you and your family. **Meal and/or food allowance:** We support your access to healthy and balanced nutrition. **Celebration of meaningful dates:** We love celebrating special occasions with our team. **Your day:** A paid day off to celebrate your birthday in a uniquely special way. **Quality of life:** We promote your well-being and support your pursuit of a quality lifestyle. **Private pension plan:** We care about our people’s future—thus, we contribute to your complementary pension. **Life insurance:** We provide protection for you; security is important to us. **Training program:** We design a tailored journey to support your professional development. **Career path:** We value and encourage your ownership of your career progression. **Cooperation for education:** Financial support for your personal and professional development—after all, learning is the noblest pursuit. **Childcare/babysitter reimbursement:** Financial support for your child’s pedagogical and educational development. **Work attire:** Dressing comfortably and feeling good at work is essential—and here, we support your acquisition of appropriate clothing. **English Pass:** An exclusive partnership to encourage you to start or advance your English proficiency. **Transportation allowance:** We support commuting for employees requiring transportation. **Profit-sharing program:** We recognize and share our results semiannually with our team. For over 30 years, the Unicred System has built a story of prosperity! Today, we are a team of approximately **950 employees**, present in **Santa Catarina, Paraná, Mato Grosso, São Paulo, Distrito Federal, Bahia, Sergipe, Pará, Amazonas, Rondônia, and Tocantins**, providing **consultative and qualified service** to more than **155,000 cooperative members**. **Our purpose** is clear: to safeguard the **financial health** of those who care for others, **cooperating** for the **prosperity** of all. At Unicred, we believe that a **premium positioning is achieved only through people**. That is why we value cooperation and rely on every employee to strengthen our competencies and drive our organizational culture. This commitment is reflected in our achievements: **2025** – Ranked 6th best company to work for in Brazil in the segment of Medium-Sized Cooperative Financial Institutions, and 10th best in the Central-West region. **2024** – Ranked 29th best company to work for nationwide (medium-sized), 6th in Santa Catarina, and 2nd in Paraná. Our Career Path is grounded in the belief that the employee decides which paths to pursue, taking responsibility for identifying and developing the competencies required by their role. Note: Unicred Central Conexão is now Regional Conexão. As of November 1, 2024, the Unicred System adopted a two-tier organizational structure comprising a Central Cooperative and 25 affiliated Singular Cooperatives. This new configuration resulted from the merger of three Central Cooperatives (Conexão, Geração, and Multirregional) into the Confederation, thereby consolidating the Central Credit Cooperative Unicred do Brasil. According to Article 22 of the Bylaws, for purposes of participation and representation, affiliated Cooperatives are grouped into three Regional Nuclei, as defined in internal regulations approved by the Board of Directors. These Regional Nuclei are: Conexão (headquartered in Florianópolis/SC); Geração (headquartered in Porto Alegre/RS); Multirregional (headquartered in Belo Horizonte/MG). **You choose your path and build your own career!**
João Silva
Indeed · HR
João Silva
Indeed · HR
