GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.
Girona, Catalonia, Spain -
Full Time


Start Date

Immediate

Expiry Date

20 Sep, 26

Salary

0.0

Posted On

22 Jun, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Commercial Management, Financial Advice, Sales Negotiation, Client Portfolio Management, Banking Products, Digital Banking Services, Regulatory Compliance, Anti-Money Laundering, AI Literacy, Risk Management, Tax Regulations, Relationship Sales, Change Management, Communication, Teamwork

Industry

Banking

Description
Which projects do we work on? 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.  Minimum requirements 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. What do we offer? 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 H CUSTOMER SERVICE QUALITYH COMMERCIAL SYSTEMATICSH CUSTOMER RELATIONSHIP MODELH BANKING AND/OR FINANCIAL PRODUCTS AND SERVICESH CLOSING SALES, NEGOTIATION AND AGREEMENTSH COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIOS.1.4 ALLIANCES – COMMUNICATIONS.2.1 HUMANISM – COMMUNICATION AND EMPATHYH OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURESH FINANCIAL ADVICEH KNOWLEDGE OF CUSTOMERS AND SECTORSH PRODUCT COMBINATION-BASED SALESH TAX STANDARDS AND REGULATIONSS.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITYS.1.3 ALLIANCES – INFLUENCES.1.2 ALLIANCES – CUSTOMER ORIENTATIONS.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIPS.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENTS.3.1 EMPOWEREMENT – FOCUS ON RESULTSH SENIOR PRODUCTS AND SERVICESS.5.1 DIVERSITY – PROMOTING DIVERSITYH ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIESH COMMERCIAL TOOLSH INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERINGH FINANCIAL ENVIRONMENTH AI LITERACY
Responsibilities
Market banking products and services to achieve commercial targets while providing high-quality financial advice. Manage client portfolios and proactively identify business opportunities to improve customer experience across preferred channels.
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