Customer Service Agent I

Description

Job Summary: The professional will provide customer service, organize documents, register proposals, manage schedules, and resolve member requests. Key Highlights: 1. Friendly and efficient service to members 2. Organization and management of essential documentation 3. Scheduling follow-up and resolution of member requests **Description and Responsibilities:** **Working Hours:** 8:00 AM to 5:15 PM **Level:** Professional **Employment Type:** Permanent – CLT* Provide friendly and efficient service at the office and via self-service channels. * Clarify questions regarding products and services. * Organize, prepare, and verify documents to be submitted to CAD, as well as receive them. * Assist in archiving and verifying documents. * Register proposals in the system. * Monitor the Relationship Manager’s schedule. * Follow up and call members with overdue operations and control of ad. * Resolve routine member requests and clarify common questions. * Prepare individual member dossiers for use in the credit committee. * Process membership registration renewals. * Assist in processes related to recovery of overdue credit, credit card activation, and credit limit implementation. * Confirm issuance of checks exceeding BRL 5,000. * Register salary accounts. * Responsible for recording and monitoring office expenses. * Reactivate or close inactive accounts. * Prepare and submit payroll-deduction loan reports to the municipal government. * Record repayment installments for payroll-deduction loans. * Open salary and savings accounts. **Requirements:** **Education:** Currently enrolled in or graduated with a bachelor’s degree in Administration, Accounting Sciences, Mathematics, Economics, or related fields. **Required Knowledge:** * Full Microsoft Office suite **Requirements:** * Permanent residence in Bias Fortes **Desirable:** * CPA-10 certification * Driver’s license category B **Benefits:** Seniority bonus, Childcare allowance, Private pension contribution, Day off, UNIMED health plan – monthly premium fully covered by the cooperative, Life insurance, Life insurance, Uniform provided after probation period, Food allowance, Meal voucher