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Gerente de relacionamento pf i - mafra

Mafra
Unicred - Núcleo Conexão
Gerente de relacionamentos
Anunciada dia 19 julho
Descrição

Join to apply for the Gerente de Relacionamento PF I - Mafra role at Unicred - Núcleo Conexão.We are looking for 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 dutiesManage a portfolio acting as a Financial Planner, focusing on the sustainability and strategy of the Cooperative;Prospect and add new businesses and credit portfolios for individuals, with a focus on customer loyalty;Meet pre-established production and CSAT (customer satisfaction index) goals;Monitor the credit cycle and, when necessary, perform initial collection procedures;Handle the formalities of business transactions;Encourage and guide the use of self-service and relationship channels.Requirements and qualificationsComplete higher education in related fields;Post-graduation completed or in progress in related fields;CPA-10 certification from Anbima;Experience in customer service and financial market.Preferred qualificationsCPA-20 certification from Anbima;Experience in high net worth client service.Technical knowledge requiredFinancial 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!Additional informationBesides a high-performance environment with great opportunities, we offer our team:Medical assistance: taking care of your health and your family's health;Dental assistance: encouraging healthy smiles for you and your family;Meal and/or food voucher: supporting healthy and balanced eating;Celebrations on special dates: we love celebrating special days with our team;Your day: a day off to enjoy your birthday in a special way;Quality of life: promoting your well-being and supporting your lifestyle practices;Private pension: caring for your future with additional retirement contributions;Life insurance: providing protection for you, as security is important to us;Training programs: building a tailored journey to support your development;Career plan: valuing and encouraging your career protagonism;Education cooperation: financial support for your personal and professional development;Child/babysitter reimbursement: financial contribution towards your child's educational needs;English Pass: an exclusive partnership encouraging you to start or improve your English;Transportation voucher: supporting your commuting needs;Results participation: sharing our achievements with the team semiannually.
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