Job Summary: Responsible for managing and expanding individual customer portfolios, opening accounts, prospecting, and monitoring performance indicators, while delivering personalized service. Key Highlights: 1. Management and expansion of individual customer portfolios 2. Personalized and high-quality service to members and customers 3. CPA certification mandatory (or submission within 90 days) **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Permanent – CLT Responsible for managing and expanding the individual customer portfolio; Opening current accounts, updating registration records, and handling commercial and credit processes; Prospecting accounts through visits to members and non-members; Monitoring portfolio performance indicators (delinquency, profitability, deposits, credit, and investments); Providing personalized and high-quality service to members and customers; among others. **Requirements:** Completed undergraduate degree; Proficiency in Microsoft Office suite; Strong numerical and logical reasoning skills; Familiarity with financial products and services offered by the Cooperative is desirable; Experience in customer service and skills in negotiation and member portfolio management are desirable; CPA certification mandatory (or submission within 90 days); Willingness to work across multiple branches and cities. **Benefits:** Seniority bonus, Childcare allowance, Education allowance, Internal benefits, Performance bonus, Birthday day off, Workplace gymnastics, Onboarding program, Profit-sharing, Health insurance, Birthday gift, Private pension plan, Life insurance, Uniform, Corporate university, Flu vaccination, Meal voucher
João Silva
Indeed · HR
João Silva
Indeed · HR
