Job Summary: Manage and develop the member portfolio, formulating strategies for retention and business prospecting, monitoring performance, and engaging consultatively. Key Highlights: 1. Management and development of the member portfolio 2. Focus on member retention and prospecting of new business 3. Consultative and proactive engagement in the financial sector **Description and Responsibilities:** **Working Hours:** 8:30 AM to 5:30 PM with a 1-hour break **Level:** Managerial and Executive **Employment Type:** Permanent – CLT **Responsibilities** * Manage and develop the member portfolio, ensuring continuous, consultative, and personalized follow-up in accordance with commercial guidelines and segmentation criteria * Build and strengthen long-term relationships with members by developing strategies that enhance satisfaction, retention, and expanded use of products and services. * Monitor portfolio performance indicators such as turnover, delinquency, productivity, business targets, and portfolio adherence, identifying improvement opportunities and proposing corrective or growth actions. * Conduct structured post-sales and support activities, ensuring prompt and effective resolution of requests, inquiries, and matters, with emphasis on member experience and reduction of rework. * Engage consultatively and proactively, anticipating needs, advising on appropriate financial solutions, and contributing to the economic development of members and the community. * Prospect new business and reinforce institutional presence by promoting cooperative products, services, and initiatives in alignment with strategic planning. * Collaborate with internal departments (credit, customer service, collections, treasury, etc.), ensuring smooth handling of portfolio-related requests and compliance with regulations, internal policies, and standards. * Record and track commercial activities, interactions, and visits, ensuring data accuracy, target achievement, operational transparency, and support for leadership decision-making. **Requirements:** **Required Qualifications:** * Bachelor’s degree in Business Administration, Economics, Accounting, or related fields, or equivalent practical experience. * Clear and effective communication skills. * Prior experience in the financial or banking sector. * CPA certification * Driver's license **Technical Competencies** * Solid experience in customer relationship management and retention strategies. * Proficiency in tools for monitoring and data analysis. * Knowledge of Microsoft Office Suite, especially Excel for report generation. * Ability to use internal systems for tracking processes and results. **Behavioral Competencies** * Interpersonal communication and negotiation skills. * Proactivity and problem-solving orientation. * Results-driven mindset and teamwork capability. * Adaptability to dynamic environments and varied demands. **Preferred Qualifications** * Knowledge of consultative sales techniques. * Experience in corporate environments focused on service excellence. **Benefits:** Length-of-service bonus, Childcare/Babysitter allowance, Study grant, Birthday gift card, Day Off, Health insurance plan, Private pension plan, Life insurance, Meal voucher
João Silva
Indeed · HR
João Silva
Indeed · HR
