RELATIONSHIP AGENT

Description

Job Summary: Responsible for assisting the Relationship Manager, supporting cooperative member service activities, operational processes, and strengthening relationships. Key Highlights: 1. Consultative service and support in financial and administrative operations. 2. Strengthening relationships with cooperative members and driving business growth. 3. Integrated collaboration with internal departments to ensure excellence in customer service. **Description and Responsibilities:** **Working Hours:** Monday to Friday, from 8:30 AM to 5:30 PM, with a 1-hour lunch break **Level:** Professional **Employment Type:** Tenured \- CLT labor code Responsible for assisting the Relationship Manager in supporting cooperative member service activities and executing operational processes, ensuring compliance with financial system regulations and Cooperative rules (e.g., account opening, registration updates, and other commercial-area-related tasks). Strengthening relationships with cooperative members and driving business growth through consultative, sustainable, and strategy-aligned approaches. Providing in-person, telephone, or digital service to cooperative members, clarifying doubts, and offering support in financial and administrative operations. Key Responsibilities: Delivering consultative service by identifying financial needs and proposing appropriate solutions (credit, investments, services, and products). Analyzing companies' economic\-financial information to support credit approval and other operations. Monitoring portfolio indicators (profitability, risk, delinquency, and satisfaction). Collaborating integrally with internal departments to ensure service excellence and compliance with regulations and policies. **Requirements:** Bachelor’s degree in Administration; Economics; Accounting Sciences; or related fields. Minimum 1 year of experience in the Financial Market ANBIMA Certification: CPA\-10, CPA\-20, or CEA Residence in Nova Odessa City Commercial profile, analytical mindset, strong communication skills, and results orientation. Knowledge of financial products and services, credit analysis, and negotiations. Proactivity, adaptability, and dynamism. **Benefits:** Medical assistance, Gym allowance, Daycare allowance, Education allowance, Profit-sharing program, Life insurance, Cultural voucher, Meal voucher, Food voucher, Transportation voucher