Title: GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Location: LERMA, BU, ES, 09340
Responsibilities
- 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.
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.
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-Base 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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