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Relationship Agent

Indeed

Company

Job typeFull-time
Workplace typeOnsite
Experience levelNo experience limit
Education levelNo degree limit

Description

Job Summary: Professional responsible for customer service, prospecting, and portfolio management; offering financial products; credit analysis; and supporting the branch manager. Key Highlights: 1. Opportunity for professionals with experience in sales within the financial sector 2. Strategic role supporting and prospecting with a focus on results 3. Requires communication skills and teamwork **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:** Tenured \- CLT labor code * Provide service and support to cooperative members; * Support prospecting, member retention, and portfolio management; * Offer financial products and services; * Execute account opening and credit analysis; * Achieve established targets; * Monitor targets, KPIs, and results; * Support the branch manager in managing processes. **Requirements:** **MANDATORY REQUIREMENTS** * Completed or ongoing undergraduate degree in Administration, Economics, Accounting, Business Management, or related fields; * Experience in customer service and sales within the financial sector; * Knowledge of financial products and services; * Communication skills, results orientation, and business focus; * Proficiency in MS Office 365; * Ability to work effectively in a team. **PREFERRED REQUIREMENTS** * Prior experience in credit cooperatives; * ANBIMA certification CPA\-10, CPA\-20, or higher. **Benefits:** Medical insurance, Dental insurance, Childcare allowance, Education allowance, Commissions, Birthday day off, Profit-sharing program, Life insurance, Meal voucher, Transportation voucher, Wellhub (Gympass)

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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