Relationship Agent - Irati/PR

Indeed

Company

Job typeFull-time

Workplace typeOnsite

Experience levelNo experience limit

Education levelNo degree limit

Description

Job Summary: The professional will be responsible for prospecting, marketing financial products and services, serving and retaining cooperative members, and supporting the branch team. Key Highlights: 1. Identify and offer customized solutions to cooperative members 2. Marketing of financial products and services 3. Maintain close relationships and ensure service quality Description: * Minimum education: Completed high school; * Preferred: Bachelor's degree in Administration, Economics, Accounting, or related fields; * Certification: CPA-10 preferred; * Required knowledge: * Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook); * Financial products and services; * Sales and negotiation techniques; * Financial mathematics; * Customer service and routines of financial institutions. * Identify business opportunities and offer customized solutions to cooperative members. * Prospect new cooperative members and present Sicoob Sul's product and service portfolio. * Market financial products and services, ensuring member satisfaction and retention. * Support the branch manager and other colleagues by sharing information and best practices to achieve targets. * Conduct post-sales follow-up and maintain close relationships with cooperative members, ensuring service quality. 2512170202551922498

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Posted by

João Silva

Indeed · HR

Location

João Silva

Indeed · HR

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