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Gestor/a banca personal - red - particulares - contribuidor individual

Lerma de Villada, Méx
CaixaBank, S.A
Gestor
Publicada el 5 marzo
Descripción

Location: lerma, bu, es, 09340
category: regional network

marketing of products and services aimed at achieving the results and meeting commercial targets.
Offer improved customer service by means of increased contactability and greater specialisation
improved customer experience by adapting to their preferred channel and moment of contact
anticipate and be proactive in terms of the customers' current and future needs.
Be a team player working towards the achievement of common goals.
Promote good business practices and collaborate towards their achievement.
Perseverance, initiative, commitment and team work
ability for relational sales and customer approach.
Command of the digital services aimed at helping and accompanying the customers in their digital operations.
Command of the portfolio of products and services.

Job profile
deep knowledge of clients and economic sectors, specialized in banking products and services. Ability to anticipate business opportunities, manage client portfolios, and ensure regulatory compliance, offering personalized and high-quality financial advice.
Skills
hard skills

customer service quality
commercial systematics
customer relationship model
banking and/or financial products and services
closing sales, negotiation and agreements
commercial management and client portfolio
operations, risk, and securities policies and procedures
financial advice
knowledge of customers and sectors
product combination-based sales
tax standards and regulations
senior products and services
anticipation and proactive identification of business opportunities
commercial tools
internal regulations and procedures against money laundering
financial environment

soft skills

alliances – communication
humanism – communication and empathy
alliances – collaboration and transversality
alliances – influence
alliances – customer orientation
humanism – leadership and team development / self-leadership
anticipation – anticipation and change management

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Inicio > Empleo > Empleo Recursos Humanos > Empleo Gestor > Empleo Gestor en Lerma de Villada, Méx > Gestor/a banca personal - red - particulares - contribuidor individual

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