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Client Growth Specialist
2 semanas atrás
As a Relationship Manager, you will be responsible for delivering exceptional client experiences and fostering loyalty aligned with our cooperative strategy.
About the Role- You will develop and manage client portfolios as a trusted financial advisor, focusing on long-term sustainability and strategic growth.
- Pursue new business opportunities and expand existing credit portfolios for individuals, prioritizing client retention.
- Achieve pre-set production targets and consistently deliver high CSAT scores.
- Monitor the credit cycle and initiate collections when necessary, ensuring timely resolutions.
- Bachelor's degree in a relevant field.
- Post-graduate education or certification in a related field.
- CPA-10 certification from Anbima.
- Proven experience in customer service and the financial industry.
- CPA-20 certification from Anbima.
- Experience in high-income client service.
- Financial products and services.
- Economic scenario analysis.
- Financial mathematics principles.
- Financial consulting expertise.
- Personal credit management.
- Cooperative banking principles.
We value people and uphold the principles of cooperativism, inclusion, and diversity.
