Job Summary: The professional will act as a financial consultant, PJ member portfolio manager, new business prospector, digital specialist, and new member integrator, aiming to develop the community through cooperation. Key Highlights: 1. Acting as a financial consultant and PJ portfolio manager 2. Focus on prospecting, digital solutions, and member integration 3. Developing financial strategies with positive impact **We are human** We understand diversity and inclusion as fundamental to societal development. Therefore, we strive to become increasingly diverse, so that more people can be proud of what **we achieve together!** **Responsibilities and Duties** **Financial Consultant \-** Based on portfolio data, stimulate members regarding financial solutions, verifying whether they align with their current life stage. Support members in their decisions about financial products and services, creating financial life strategies and generating positive impact in the communities where the cooperative operates. **PJ Member Portfolio Manager \-** Responsible for managing and developing a predominantly PJ (Legal Entity) member portfolio, fulfilling the established commercial schedule, presenting financial solutions appropriate to members’ needs, marketing products and services aligned with established targets, and contributing to the implementation of the strategic plan. **Prospecting \-** Prospect new members and businesses by understanding the member’s business sector and debt level. Conduct visits to generate new business opportunities and strengthen relationships with members. **Digital Specialist \-** Facilitate member interaction with self-service and self-help channels, aiming for agility and directing members toward digital solutions. Provide guidance to help members better use available products and technologies. **Transactional Activities \-** Monitor portfolio debt levels and implement measures to resolve delinquency, avoiding costs and judicial involvement. Perform member registration and data updates. **New Member Integrator \-** Conduct onboarding of new members, explaining Sicredi’s principles, answering questions, and promoting engagement with cooperative values. **Portfolio Size Recommendation \-** Manage portfolios of micro and small enterprises, as well as mixed portfolios of smaller branches, providing differentiated and targeted service to the intended audience. **Financial Transactions \-** Occasionally and as needed, perform financial transactions including payments, receipts, and transfers. **Requirements and Qualifications** * Completed Higher Education: Administration, Accounting, Economics, or related fields; * CPA-20; * 2 years of experience managing client/member portfolios at financial institutions; * Knowledge of financial products and services; * Strong communication skills; * Member-focused mindset; * Proficiency with technology; * Service orientation; * Cooperative principles. **Additional Information** **Benefits designed to enhance your quality of life and happiness—and that of your family:** * **Transportation Allowance** \- Ensures your commute between home and work via public transportation systems; * **Meal and/or Food Allowance** – Enables high-quality daily meals with freedom of choice and respect for personal habits; * **Life Insurance** \- An extra layer of care and support when you need it most; * **Health Plan** \- Monthly premium is fully covered by the Cooperative for employees and dependents—we’re always by your side; * **Dental Plan** \- Provided through an extensive network of accredited providers. These benefits extend to dependents (spouses/partners and children); * **Employee Assistance Program** \- A 24/7 health team offering immediate digital assistance and teleconsultations with Vitta APP network physicians; * **Education Assistance** \- The cooperative invests in employee development—both professionally and personally; * **Private Pension Plan** \- You contribute monthly up to 10% of your salary, and Sicredi matches that contribution; * **Profit Sharing Program (PPR)** – We achieve success together and celebrate together; * **Christmas Card** – Issued annually before Christmas, allowing you to enjoy the holiday your way; * **Seniority Bonus** \- Because we hope you build your career with us as a key protagonist; * **Childcare Assistance** – Covers daycare centers, preschools, or hiring nannies; * **Learning Ecosystem** – We foster interactive knowledge-sharing experiences and flexible, adaptable relationship networks, aiming to cultivate increasingly innovative and transformative employees; * **Recognition Award** \- Recognizes professionals who reach milestone anniversaries with Sicredi Sudoeste MT/PA—awards are granted upon completion of 3, 5, 10, 15, 20, 25, and 30 years of service; * **Birthday Day Off** \- A benefit granting one paid day off on your birthday, to be enjoyed however you wish; * **Gympass/Wellhub** \- Access to physical gyms and live Yoga, Meditation, and Functional training classes—a comprehensive benefit for your well-being; * **Baby Kit** \- Upon the birth of an employee’s child—whether father or mother—the cooperative provides a gift to further celebrate this special moment; * **Uniform** \- For comfort and brand reinforcement, Sicredi provides uniforms to all cooperative employees; * **Workplace Gymnastics** – Stretching sessions during working hours to improve employee health and prevent injuries from daily effort, encouraging daily practice of this habit; * **Always Well** \- Legal assistance, mental health support, financial counseling, social services, diversity-related support, emotional support for pregnant employees, or brief therapy sessions. *Please pay close attention to messages received here on GUPY. This will be our primary communication channel, and through it you’ll be able to participate in upcoming stages if selected!* **Nice to meet you—we are Sicredi.** Our journey began over 120 years ago as Brazil’s first cooperative financial institution. Today, we continue growing and transforming every day alongside **more than 50,000 employees**. They are the reason we’ve been named the **Best Place to Work**, once again ranking first according to Great Place To Work Brasil (GPTW). Together with **over 9 million members** across all Brazilian states, we believe in the power of cooperation to **build a more prosperous society and generate positive impact in people’s lives**—a purpose that unites and inspires us, promoting local and sustainable development, education, and financial inclusion. We continue seeking talents eager to help build a better world—and we want you on board. **\#JoinSicredi!**
João Silva
Indeed · HR
João Silva
Indeed · HR
