Personal de cajas (Estado de México Toluca Centro)
Core
Manage high-potential personal banking clients to achieve profitability and retention goals through personalized service and product promotion.
Role type
Senior Relationship Manager (Personal Banking)
Builds
Personal banking products and services for high-value clients
Domain
Banking / Retail Finance
Deliverable
client delivery
Required skills
client portfolio management, sales of banking products, customer retention strategies, complaint resolution, credit recovery, regulatory compliance, proactive client engagement
Preferred skills
knowledge of personal banking lifecycle, ability to develop high-income client relationships
Responsibilities
Manage assigned client portfolio to increase loyalty and product adoption; attend to and resolve client complaints; maintain and update client files in compliance with regulations; recover contracted credits; ensure adherence to quality and service standards; dedicate at least 70% of daily time to sales and client service; provide personalized advisory through continuous visits.
Seniority
Senior, hands-on IC