Relationship Agent

Description

Job Summary: Responsible for serving customers, presenting solutions, marketing products and services, managing the portfolio, and pursuing customer retention and goal achievement. Key Highlights: 1. Customer service and retention 2. Portfolio management and goal achievement 3. Marketing of products and services **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 Responsible for serving current and potential customers, assessing their needs, presenting them with suitable solutions, and offering products and services from the portfolio to meet their expectations; also responsible for marketing such offerings upon acceptance and forwarding related processes to responsible departments—including renewals and portfolio management—with the aim of fulfilling all customer needs, ensuring their satisfaction, pursuing retention, promoting improved business performance, and achieving established goals. **Requirements:*** Completed high school education; bachelor’s degree in Administration, Economics, Accounting Sciences, or related fields is desirable; * CPA 10 certification is desirable; * Proficiency in Microsoft Office suite; * Knowledge of financial institutions and financial cooperatives is desirable; * Familiarity with sales techniques, negotiation, and financial mathematics. **Benefits:** Medical assistance, dental assistance, childcare allowance, internal benefits, profit-sharing program, private pension plan, life insurance, meal voucher, transportation voucher, Wellhub (Gympass)