Relationship Agent - Digital

Description

Job Summary: Responsible for serving and prospecting cooperative members, offering financial solutions and products/services, aiming at member retention and achievement of targets. Key Highlights: 1. Consultative and personalized service for corporate (PJ) and individual (PF) cooperative members 2. Identification of business opportunities and prospecting of new cooperative members 3. Management of the cooperative members' portfolio and support to the branch manager **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Operational **Employment Type:** Tenured \- CLT labor code Will be responsible for serving current and potential cooperative members, assessing their needs, presenting appropriate solutions, and offering products and services from the portfolio to meet their expectations, as well as completing sales upon acceptance and forwarding processes to respective departments—including renewals and portfolio management—with the objective of meeting all cooperative members' needs, maintaining their satisfaction, fostering loyalty, promoting improved business performance, and achieving established targets. **Main Activities:** * Identify business opportunities during interactions with current or potential cooperative members. * Offer products and services according to each cooperative member's specific needs. * Sell products and services from the existing portfolio and perform other front-line service-related routine tasks. * 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 manager in process execution. * Provide personalized, high-quality service to cooperative members within your portfolio. * Expand cooperative members' relationship with the branch by identifying business opportunities aligned with each member's profile. * Collect overdue payments. * Assist cooperative members in regularizing their debts. * Formalize approved renegotiation proposals. * Serve corporate (PJ) and individual (PF) cooperative members digitally, aiming to become their primary financial option through consultative, transparent, and results-driven service—thereby increasing the Product and Service Utilization Index compatible with the service market. * Achieve established targets by offering products and services aligned with cooperative members' expectations. * Support credit recovery efforts related to members served through the digital portfolio. **Requirements:** * Currently enrolled in or holding a completed undergraduate degree in Business Administration, Accounting, or fields related to credit cooperatives. * Prior experience in a financial institution is desirable; experience in a credit cooperative is a plus. * CPA-10 certification is desirable. **Benefits:** Medical assistance, Dental assistance, Gym allowance, Childcare allowance, Education allowance, Clothing allowance, Internal benefits, Profit-sharing program, Private pension plan, Life insurance, Meal voucher, Transportation voucher