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Gestor/a personal a distancia - connecta - particulares - contribuidor individual

Barcelona
Caixabank
Gestor
Publicada el Publicado hace 14 hr horas
Descripción

GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PARTICULARES - CONTRIBUIDOR INDIVIDUAL

Location: BARCELONA, B, ES, 08038

Manage, monitor, support and commercialise the customers of its Particular Banking portfolio, identifying sales opportunities, maintaining an appropriate level of interlocation through the remote channels available to them, and offering them the products most suited to each of them, with the aim of contributing to achieving the challenges established for its centre.Anticipating current and future needs based on a new relationship with the customer through the use of new technologies existing in the Entity and in the market.

The responsibilities that you will assume in the position are:

- Manage the assigned customer portfolio.

- Analysing the result of the commercial activity within the portfolio.

- Promoting digital transformation by encouraging the use of the Bank's digital tools and app.

- Organise the operational and administrative activities of the portfolio.

- Collaborate with the manager in the analysis and monitoring of the evolution of the risk of the customers of its portfolio.

- Monitor the performance of the balance sheet and the income statement of its portfolio.

- Experience and skills in the commercial management of customer portfolios.

- Knowledge of the bank's portfolio of digital products and services.

- MIFID, LCCI and IDD Certification required.

Other requirements:

- Control and monitoring of Operational Management.

- Knowledge of Commercial Systems.

- Knowledge of products marketed in the private banking sector.

- Knowledge and management of NPLs.

- Innovation and openness to change.

What do we offer?

Job profile

Figure of specialized manager who is responsible for meeting the needs of customers through remote channels, relying on the technological capabilities of the entity. They provide specialized advice on products and manage contracting digitally.

Skills

HARD SKILLS

COMMERCIAL SYSTEMATICS

CUSTOMER RELATIONSHIP MODEL

INDIVIDUAL BANKING PRODUCTS AND SERVICES

PRODUCT COMBINATION-BASED SALES

COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO

CREDIT RISK

DIGITAL CUSTOMER ONBOARDING AND ENROLLMENT

PROCESS FOR PRIORITIZING AND PLANNING COMMERCIAL CONTACTS

CONSULTING

MULTICHANNEL AND DIGITAL CUSTOMER SERVICE

ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES

COMMERCIAL TOOLS

SOFT SKILLS

ALLIANCES – COLLABORATION AND TRANSVERSALITY

ALLIANCES – COMMUNICATION

ALLIANCES – INFLUENCE

ALLIANCES – CUSTOMER ORIENTATION

HUMANISM – COMMUNICATION AND EMPATHY

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 Barcelona > GESTOR/A PERSONAL A DISTANCIA - CONNECTA - PARTICULARES - CONTRIBUIDOR INDIVIDUAL

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