Assistente de Relacionamento | Sicoob Mantiqueira - Taubaté/SP
On-siteTaubaté, São Paulo, Brazil
Job Summary
Conduct customer service for cooperados by identifying needs, providing guidance, and offering tailored financial products and solutions. Execute operational procedures including account opening and closure, document analysis, and routine agency tasks. Support product commercialization through offers, post-sale follow-up, and retention actions. Assist in debt collection and credit recovery by contacting cooperados to regularize overdue payments. Contribute to prospecting new members by supporting document analysis and onboarding procedures. Requires a degree in Administration, Economics, or Accounting; intermediate Office skills; financial mathematics knowledge; and prior public service experience. Certification in CPA-10 or CPA-20 is a plus.
Required Qualifications
- Graduação completa ou em andamento, em Administração, Economia, Ciências Contábeis e áreas correlatas
- Conhecimento intermediário do Pacote Office (Word, Excel, PowerPoint e Outlook)
- Conhecimento em Matemática Financeira
- Experiência anterior com atendimento ao público e rotinas administrativas
Desired Qualifications
- Desejável certificação CPA - 10, CPA - 20 ou similar
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