Relationship Agent

Description

Job Summary: The professional will identify and prospect business opportunities, market products and services, manage the portfolio of cooperative members, provide personalized service, assist in debt regularization, and support internal processes. Key Highlights: 1. Identify and prospect business opportunities. 2. Manage the portfolio of cooperative members and provide personalized service. 3. Market products and services, supporting internal processes. **Description and Responsibilities:** **Schedule:** Monday to Friday, from 8:00 AM to 5:00 PM, with a 1-hour lunch break. **Level:** Professional **Employment Type:** Permanent – CLT * Identify business opportunities during interactions with current or potential cooperative members; * Offer products and services according to each cooperative member’s needs; * Market existing portfolio products and services, as well as perform other duties inherent to frontline service; * 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 the agent; * Support the branch and relationship manager in process execution; * Provide personalized, high-quality service to cooperative members in the assigned portfolio; * Expand the cooperative member’s relationship with the branch by seeking business opportunities aligned with each member’s profile; * Conduct collections from delinquent members; * 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 Copérdia e Crediauc, Annual Bonus, Childcare/Babysitting Allowance, Education Allowance, Service Anniversary Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Day Off, Health Insurance, Dental Insurance, PPR \- Profit Sharing Program, Private Pension Plan, Life Insurance, Uniform, Meal Voucher