Join to apply for the Gerente de Relacionamento PF | Ag. Asa Sul DF role at Unicred - Núcleo Conexão.
We are looking for someone who can make 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 a portfolio acting as a Financial Planner, focusing on the sustainability and strategy of the Cooperative;
* Prospect and acquire new business and credit portfolios for individual clients, focusing on customer loyalty;
* Meet production goals and preset CSAT (customer satisfaction index);
* Monitor the credit cycle and, when necessary, perform initial collection procedures;
* Handle formalities of 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 financial market.
You will stand out if you have:
* CPA-20 certification from Anbima;
* Experience in high-income customer service.
Technical knowledge required:
* Financial products and services;
* Economic scenario;
* Financial mathematics;
* Financial consulting;
* Personal credit (Crédito PF);
* Cooperativism.
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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