Account Executive, Credit

Jobtailor; Belo Horizonte; Presencial; BRL 60 000 - 100 000; Tempo integral

Resumo da oferta

Jobtailor seeks a dynamic partner development professional in Brazil to prospect, onboard, and grow the partner network for payroll-deducted loans.

You will act as the main commercial contact, guide portfolio development, monitor performance, and deliver training and engagement activities while ensuring compliance with policies and standards. Travel availability and a valid driver’s license are required, with FBB 600 certification preferred.

Qualificações

• Bachelor’s degree completed.
• Proficiency in Microsoft Office.
• Knowledge of financial mathematics.
• Experience with CRM management.
• Commercial experience with financial products, particularly payroll-deducted loans.
• Knowledge of public-sector agreements and their operations.
• Availability to travel.
• Valid driver’s license.
• FBB 600 certification or equivalent for banking correspondent (preferred).
• Knowledge of insurance (preferred).
• Experience implementing, maintaining, or expanding public-sector agreements (preferred).

Responsabilidades

• Prospect, develop, and activate new strategic partners, contributing to the expansion of the partner network and business generation in the assigned region, with a focus on marketing payroll-deducted loans and working with banking correspondents and public-sector agreements
• Build close relationships with partners, serving as the primary commercial point of contact for guidance, support, and portfolio development
• Support partners in identifying business opportunities by presenting solutions and products aligned with identified needs
• Conduct onboarding, monitoring, and development of new partners, ensuring activation, performance growth, and sustainable business generation
• Monitor portfolio indicators, targets, and performance, proposing actions to increase productivity and improve operational profitability
• Execute commercial activities, training sessions, and engagement initiatives with the partner network, strengthening relationships and driving results
• Ensure compliance with the company’s policies, processes, and guidelines, maintaining ethical conduct aligned with established standards for partners and operations

Conhecimentos

CRM management

Microsoft Office

Financial mathematics

Payroll-deducted loans knowledge

Public-sector agreements knowledge

Travel availability

Relationship building

Commercial/client development

Formação académica

Bachelor’s degree completed

Ferramentas

CRM software

Descrição da oferta de emprego

• Prospect, develop, and activate new strategic partners, contributing to the expansion of the partner network and business generation in the assigned region, with a focus on marketing payroll-deducted loans and working with banking correspondents and public-sector agreements


• Build close relationships with partners, serving as the primary commercial point of contact for guidance, support, and portfolio development


• Support partners in identifying business opportunities by presenting solutions and products aligned with identified needs


• Conduct onboarding, monitoring, and development of new partners, ensuring activation, performance growth, and sustainable business generation


• Monitor portfolio indicators, targets, and performance, proposing actions to increase productivity and improve operational profitability


• Execute commercial activities, training sessions, and engagement initiatives with the partner network, strengthening relationships and driving results


• Ensure compliance with the company’s policies, processes, and guidelines, maintaining ethical conduct aligned with established standards for partners and operations

Requirements

• Bachelor’s degree completed


• Proficiency in Microsoft Office


• Knowledge of financial mathematics


• Experience with CRM management


• Commercial experience with financial products, particularly payroll-deducted loans


• Knowledge of public-sector agreements and their operations


• Availability to travel


• Valid driver’s license


• FBB 600 certification or an equivalent certification for work as a banking correspondent/promoter (preferred)


• Knowledge of insurance (preferred)


• Experience implementing, maintaining, or expanding public-sector agreements (preferred)

Core Competencies

Demonstrates expertise in developing strategic partnerships and managing commercial relationships, with a strong focus on financial products and public-sector agreements. Proficient in monitoring performance indicators and driving operational profitability while ensuring compliance with company policies.

Highest-signal resume keywords

• Commercial Experience With Financial Products


• CRM Management


• Knowledge Of Public-Sector Agreements


• FBB 600 Certification


• Proficiency In Microsoft Office

Hard Skills

• Financial Mathematics


• Portfolio Development


• Business Opportunity Identification


• Performance Monitoring


• Operational Profitability Improvement

Soft Skills

• Relationship Building


• Guidance And Support


• Training And Engagement

Certifications & Qualifications

• FBB 600 Certification


• Equivalent Certification For Banking Correspondent

Industry Keywords

• Payroll-Deducted Loans


• Public-Sector Agreements


• Commercial Activities


• Partner Network Expansion


• Ethical Conduct