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Unicred Central ConexãoPosted 3 weeks ago

Gerente de Relacionamento PF I - Navegangtes/SC

On-siteNavegantes, Santa Catarina, Brazil

Part TimeSenior LevelBachelors Degree

Job Summary

Manage the portfolio as a Financial Planner, prioritizing the Cooperative's sustainability and credit cycle monitoring with initial collection procedures when needed. Prospect and aggregate new personal credit business while driving client retention and formalizing transactions. Execute personalized service focused on the Cooperator's experience to meet production targets and CSAT indices. Encourage the use of self-service channels and relationship tools. Requires higher education, CPA certifications, and financial market experience.

Required Qualifications

  • Ensino superior completo em áreas correlatas a atividade
  • Pós-graduação completa ou em andamento em áreas correlatas a atividade
  • Certificação CPA-10 / CPA da Anbima
  • Experiência em atendimento e mercado financeiro
  • Produtos e serviços financeiros
  • Cenário econômico
  • Matemática financeira
  • Consultoria financeira
  • Crédito PF
  • Cooperativismo

Desired Qualifications

  • Certificação CPA-20 / C-PRO R da Anbima
  • Experiência no atendimento alta renda

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