Job Summary: Professional responsible for identifying and offering financial products/services, prospecting customers, managing portfolios, delivering personalized service, and supporting management. Key Highlights: 1. Identify and offer financial products and services 2. Prospect new customers and expand relationships 3. Provide personalized service and portfolio management **Description and Responsibilities:** **Working Hours:** **Level:** Not Specified **Employment Type:** Not Specified * Identify business opportunities during interactions with current or potential customers; * Offer products and services according to each customer's needs; * Commercialize existing portfolio products and services, as well as perform other frontline service-related tasks; * Prospect new customers and new business opportunities beneficial to the cooperative, its customers, and the community; * Manage the customer portfolio under your responsibility; * Support the branch manager in process execution; * Deliver personalized, high-quality service to customers in your portfolio; * Expand customer engagement with the branch by seeking business opportunities aligned with each cooperative member's profile; * Provide documentation for internal and external audit review upon request; * Conduct collection activities for delinquent accounts; * Assist customers in regularizing their outstanding debts; * Formalize approved debt restructuring proposals; * Support management with information on overdue amounts eligible for legal action, per Internal Policy. **Requirements:** Requirements: Education: Bachelor's degree preferred; fields include Administration, Economics, Accounting, or related disciplines. Preferred Qualification: CPA or C\-Pro R certification Mandatory: CNH (Brazilian National Driver's License) Technical Knowledge: * Computer skills (Microsoft Office Suite: Word, PowerPoint, Excel, Outlook) * Financial institutions and financial cooperatives * Financial products and services * Sales techniques * Negotiation * Financial mathematics **Benefits:** No benefits specified
João Silva
Indeed · HR
João Silva
Indeed · HR
