Join to apply for the Gerente de Relacionamento PF | Toledo/PR role at Unicred - Núcleo Conexão.
We are seeking a person who makes a difference in our team, responsible for personalized service focused on the experience and needs of the Cooperado, promoting their loyalty in accordance with the Cooperative's strategy.
Responsibilities and duties
* Manage client portfolios as a Financial Planner, focusing on the sustainability and strategy of the Cooperative;
* Prospect and acquire new business and credit portfolios for individuals, with a focus on client loyalty;
* Meet pre-established production and CSAT (customer satisfaction index) targets;
* Monitor the credit cycle and initiate collection procedures when necessary;
* Handle formalities of business transactions;
* Encourage and guide the use of self-service and relationship channels.
Requirements and qualifications
* Complete higher education in related fields;
* Post-graduation completed or in progress in related fields;
* CPA-10 certification from Anbima;
* Experience in customer service and the financial market.
Preferred qualifications
* CPA-20 certification from Anbima;
* Experience in high-income client service.
Necessary technical knowledge
* Financial products and services;
* Economic scenario;
* Financial mathematics;
* Financial consulting;
* Personal credit;
* Cooperative banking.
We value people and uphold the principles of cooperativism, inclusion, and diversity.
If you liked our opportunity and believe you can make a difference in our team, apply now and come cooperate!
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