Relationship Manager

Description

Job Summary: Manage the marketing and availability of the cooperative's products and services, supporting unit activities to ensure excellence in service delivery and acquisition of new members. Key Highlights: 1. Manage marketing and availability of products and services 2. Provide personalized, high-quality service to members 3. Prospect new customers and business opportunities * Manage the marketing and availability of the cooperative's products and services, supporting all unit (PA) activities to ensure excellence in service delivery and acquisition of new members, aiming at profitability and portfolio expansion, achievement of established targets, and offering product and service solutions aligned with members' expectations and loyalty within your area of responsibility. **Responsibilities and Duties** * Prepare analytical and monitoring reports related to your operational unit; * Plan, monitor, and evaluate the performance of your member portfolio; * Prospect new customers and new business opportunities in the market that benefit the cooperative, its members, and the community; * Deliver personalized, high-quality service to members in your portfolio, aiming at retention and loyalty, while maintaining a consultative approach. * Advise members in your portfolio on financial matters without influencing their decisions; * Define a visitation program for members in your portfolio, in accordance with internal procedures; * Be accountable for increasing the member portfolio, resource acquisition, and deployment; * Evaluate credit requests from members in your portfolio jointly with the Credit Department and in compliance with System regulations; * Monitor investments in your portfolio and manage credit recovery processes under your responsibility; * Monitor outstanding balances in your portfolio and submit the most relevant cases to your immediate supervisor for resolution; * Perform other duties assigned by management or arising from organizational and business needs. **Requirements and Qualifications** * Completed Bachelor's degree * CPA-10 certification * Knowledge of the Financial Market * Knowledge of Sales/Customer Relationship Management * Postgraduate degree (Desirable) * CPA-20 certification (Desirable) * Five years of experience in related areas (Desirable) **Additional Information** * Meal Allowance; * Food Voucher; * 13th Month Food Basket - Christmas Basket; * Transportation Voucher; * Unimed Health Insurance; * Uniodonto Dental Insurance; * Variable Compensation - Profit Sharing (PLR); * Life Insurance; * Day Off; * +1 Free Day; * Sponsored Pension Plan; * FATES; * Gympass; * Childcare/Babysitter Assistance; * Mental Health Benefit; * Flexible Working Hours; * Hybrid Work Model; * Workplace Gymnastics; * Extended Maternity Leave; * Extended Paternity Leave; * Career Development Program. **Cocre** is a financial cooperative institution with over 50 years of history, part of Brazil's Credit Cooperative System, Sicoob. In addition to sugarcane suppliers and agribusiness producers, the institution offers financial solutions to commerce, services, and industry sectors, as well as to individuals, providing its members with financial products and services such as insurance, checking accounts, investments, credit cards, consortia, credit, bank collections, pension plans, payment acquiring, and payments—always complying with regulatory guidelines issued by monetary authorities. Our identity is reflected in: **Mission:** To provide financial education and innovative, delightful experiences to our members and the community. **Vision:** To be a benchmark in cooperation, offering the best financial solutions and adding value to society through a new human-centered experience. **Values:** Cooperation, excellence, and trust; respect for and appreciation of people; sustainability and inclusion; communication and transparency; innovation and simplicity; inspirational leadership; ethics and integrity. **Purpose:** Together, promote financial justice, inter-cooperation, sustainable development, and the fulfillment of dreams.