Description
Job Summary:
Professional responsible for managing members’ portfolios, supporting branch management, and marketing financial products and services.
Key Highlights:
1. Managing individual and corporate members’ portfolios and prospecting new business opportunities.
2. Marketing financial products and services and conducting negotiations.
3. Supporting management and guiding the team on business rules.
**Description and Responsibilities:**
**Working Hours:** Monday to Friday, from 8:00 a.m. to 5:00 p.m., with a 1-hour lunch break
**Level:** Professional
**Employment Type:** Permanent – CLT* Manage individual and/or corporate members’ portfolios, ensuring high-quality relationships, member retention, and identification of business opportunities.
* Support the Branch Manager by assisting in achieving targets, performance indicators, and operational and commercial responsibilities.
* Market products and services, delivering presentations, conducting negotiations, and ensuring alignment with members’ needs.
* Monitor requests forwarded to the branch, guiding the team on business rules, service procedures, and operational guidelines.
* Ensure compliance with regulations, internal policies, and standards, promoting best practices and mitigating risks.
* Conduct commercial planning and prospect new members, identifying expansion opportunities and strengthening the cooperative’s membership base.
**Requirements:** **Mandatory Requirements:**
* Completed Bachelor’s degree in Business Administration, Accounting, Economics, Financial Management, or related fields;
* ANBIMA certification, CPA-10 or CPA-20;
* Knowledge of financial products and services;
* Prior experience in a financial institution.
**Desirable Requirements:**
* Postgraduate degree in related fields;
* CEA.
**Note:**
* Availability to work in Goiânia, in the Campinas, Central, and Central Shopping Gallo districts.
**Benefits:**
Medical assistance, Dental assistance, Childcare allowance, Education allowance, Parking allowance, Private pension plan, Life insurance, Meal voucher, Food voucher, Transportation voucher, Wellhub