Opening of new businesses, creation of reports, daily visits to assigned accounts, search for new agencies, maintenance of accounts, creation of business strategies and work plans, database management, renewals, portfolio collection.
Customer service, placement of banking products, cold sales to referrals, consultative sales, portfolio collection, credit review and study
Plan, execute and meet sales budget, daily visits to clients, cold sales to new cooperatives, management indicators, attendance at events and fairs, coordinate events, forums and congresses with the cooperative sector