Relationship Agent

Description

Job Summary: A professional responsible for identifying, prospecting, and managing the portfolio of cooperative members, offering products and services, and supporting branch management. Key Highlights: 1. Identify and prospect business opportunities for cooperative members 2. Manage the portfolio of cooperative members and expand relationships 3. Offer products and services, ensuring personalized service **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8 a.m. to 5 p.m., with a 1-hour lunch break. **Level:** Professional **Employment Type:** Tenured \- CLT labor code * Identify business opportunities during interactions with current or potential cooperative members; * Offer products and services tailored to each cooperative member's needs; * Market existing portfolio products and services, as well as perform other frontline customer service duties; * Prospect new cooperative members and new business opportunities that benefit the cooperative, its members, and the community; * Manage the portfolio of cooperative members assigned to you; * Support the branch and relationship managers in conducting processes; * Provide personalized, high-quality service to cooperative members in your portfolio; * Expand cooperative members' engagement with the branch by seeking business opportunities aligned with each member's profile; * Collect payments from delinquent accounts; * Assist cooperative members in regularizing their debts; * Provide documentation for internal and external audit review upon request; * Formalize approved debt restructuring proposals; **Requirements:** * Completed or ongoing undergraduate degree in Administration, Economics, Accounting, or related fields; * CPA-10 certification is desirable. **Benefits:** ACERCC \- Cultural, Sports, and Recreational Association of Copérdia and Crediauc, Annual Bonus, Childcare/Babysitter Allowance, Education Allowance, Longevity Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Day Off, Health Plan, Dental Plan, PPR \- Profit Sharing Program, Private Pension, Life Insurance, Uniform, Meal Voucher