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Business and Operations Assistant
Sicoob Credi-Rural. Assist cooperative members and customers with ATMs and mobile banking, answer questions about the cooperative’s products and services, and support operational processes .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates proficiency in customer service and cash operations while supporting financial products and services. Capable of maintaining organized records and collaborating with teams to enhance operational processes.
Highest-signal resume keywords
Customer Service ExperienceCash OperationsMicrosoft Office ProficiencyAnbima CPA-10 or CPA-20 CertificationKnowledge of Financial Products
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Cash TransactionsCredit Restriction ChecksPayment-Capacity AnalysisAccount Opening DocumentationOperational Process Support
Soft Skills
Communication SkillsProblem-Solving SkillsCollaboration Skills
Certifications & Qualifications
Anbima CPA-10 CertificationAnbima CPA-20 Certification
Industry Keywords
Financial InstitutionsCredit UnionsFinancial ProductsMobile BankingInternet Banking
About the role
Key responsibilities & impact- Assist cooperative members and customers with ATMs and mobile banking, answer questions about the cooperative’s products and services, and support operational processes
- Provide telephone support by following scripts to help cooperative members resolve issues
- Direct cooperative members to the appropriate departments and provide information about products, services, and negotiations
- Encourage the use of internet banking, mobile banking, and other electronic channels
- Support the offering of financial products and services by identifying needs and promoting suitable solutions
- Collect documentation for account opening, maintain customer records, and assist with initial approvals under supervision
- Conduct credit restriction checks, perform preliminary payment-capacity analyses, and provide detailed descriptions of the requested credit facility
- Perform cash transactions, including deposits, withdrawals, payments, envelope and cash-bag processing, and replenishment of ATM cash
- Maintain an organized work environment; file documents; and manage, store, deliver, and dispose of physical materials in accordance with applicable standards
- Support the team in handling and resolving requests, collaborate with other departments, and assist management with prospecting and negotiating products and services
Requirements
What you’ll need- Currently pursuing a bachelor’s degree in Business Administration, Accounting, Agribusiness, Economics, or a related field
- Intermediate proficiency with Microsoft Office (Word and Excel)
- Strong computer skills
- Anbima CPA-10 or CPA-20 certification preferred
- Valid Category B driver’s license, personal vehicle for travel, and availability to travel preferred
- Experience in customer service, cash operations, and administrative processes is a plus
- Training in sales techniques and customer service is a plus
- Knowledge of financial institutions, credit unions, and financial products and services is a plus
Benefits
Comp & perks- Health and dental insurance (with copayments)
- Life insurance (fully covered)
- Meal and/or food allowance card (BRL 2,250.00)
- Education assistance
- Corporate University (Sicoob University)
- Childcare and child assistance
- Baby-on-Board Kit (birth benefit)
- Early childhood education incentive
- Transportation allowance
- Family Support Initiative (funeral assistance)
- Role-specific bonuses
- Apoio Pass Program (psychological assistance)
- Wellhub (formerly Gympass)
- Day off
- Profit-Sharing Program (PPR)
- Career, Positions, and Compensation Plan (PCCS)
- 40-hour workweek, Monday through Friday