Individual Relationship Agent

Description

Job Summary: Professional responsible for serving and prospecting cooperative members, marketing products and services, managing portfolios, and supporting managers—with a focus on quality and personalization. Key Highlights: 1. Identify business opportunities and offer products/services to cooperative members. 2. Manage the portfolio of cooperative members and expand relationships. 3. Support the manager and provide personalized service. **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 frontline service-related duties; * Prospect new cooperative members and new business opportunities beneficial to the cooperative, its members, and the community; * Manage the portfolio of cooperative members assigned to you; * Support the branch and relationship manager in process execution; * Provide high-quality, personalized service to cooperative members in your portfolio; * Expand the cooperative member’s relationship with the branch by identifying business opportunities aligned with each member’s profile; * Collect overdue payments; * Assist cooperative members in settling their debts; * Provide documentation for internal and external audit review upon request; * Formalize approved renegotiation 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/Babysitting Allowance, Education Allowance, Service Anniversary Bonus, ANBIMA Certifications, Payroll-Deductible Loan, Birthday Day Off, Health Plan, Dental Plan, PPR – Profit-Sharing Program, Private Pension, Life Insurance, Uniform, Meal Voucher