Agente de Negócios

This is an opportunity to build strong relationships with individual and business clients while supporting their financial needs. Local Ituporanga - SC Remoto

Responsabilidades

Provide proactive and responsive service to individual and business clients Manage and develop an assigned portfolio by maintaining relationships, prospecting new clients, generating business opportunities, and contributing to commercial and sustainability goals.

Analyze returned checks within the appropriate authority level Update client records and documentation in accordance with applicable policies Support the onboarding of new individual and business clients Record client interactions and relevant information in relationship-management systems Handle account closure requests Support business relationship managers with client service, product negotiations, financial analysis, and review of reports Analyze and present low- and medium-complexity credit proposals Monitor overdue accounts, conduct collection activities, assess delinquency and provision-related cases Maintain contracts, records, operational documents, materials, and other administrative items Monitor business performance dashboards and unit results Participate in social and educational initiatives

Requisitos

Higher education completed or in progress in Business Administration, Economics, Accounting, or a related field. Previous experience in sales and customer-facing service. Strong communication, relationship-building, and consultative selling skills. Proactive and customer-oriented approach, with the ability to identify needs and develop business opportunities. Organization and attention to detail when handling documentation, client records, financial information, and operational processes.

Analytical ability to evaluate credit proposals, financial information, repayment capacity, risks, and guarantees. Ability to work collaboratively with managers and colleagues while taking ownership of assigned responsibilities and targets. Experience in a financial institution is considered an advantage. An active ANBIMA certification is considered a plus. Commitment to ethical, transparent, responsible, and cooperative ways of working.

97 for eligible dependents up to 6 years and 11 months Childcare assistance for families with children with disabilities Extended maternity and paternity leave Health and wellness platform Semiannual profit-sharing program, paid twice a year Free telemedicine Full-time employment with a remote work model Opportunity to contribute to community-focused initiatives and a collaborative work environment

Benefícios

97 for eligible dependents up to 6 years and 11 months Childcare assistance for families with children with disabilities Extended maternity and paternity leave Health and wellness platform Semiannual profit-sharing program, paid twice a year Free telemedicine Carga horária Full-time employment with a remote work model Sobre A Empresa: This position is listed on behalf of a partner company, who manages all applications and next steps.