What You'll Do
Prospect new associates and manage the portfolio through the management of deposit, credit, product, and service objectives. Identify the needs of associates and act as their financial consultant, maintaining close relationships to expand business potential. Assist colleagues with operational processes such as account openings and updates, and monitor daily and monthly delinquency to identify cases needing regularization.
What We're Looking For
Bachelor's degree completed or in progress. Professional experience in managing an associate portfolio and business activities in a financial institution is a plus. Knowledge of Business Management, Balance Sheets, and DRE is advantageous. Basic knowledge of the Office Suite and proficiency in digital tools such as WhatsApp and Power BI. Anbima CPA 20 certification and a valid driver's license (category B) are required.
What We Offer
The company offers a national health plan for you and your dependents, food allowance, childcare assistance, education assistance, private pension, life insurance, service time bonus, and benefits related to health, well-being, and quality of life for employees.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Portuguese
Employment Type
Full-time
Work Mode
On-site