MEX Ejecutivo Cta. Pyme
Core
Manage a portfolio of small and medium-sized enterprises (Pymes) to achieve credit acquisition, placement, and sales targets while ensuring portfolio health.
Role type
Pyme Account Executive (Retail & Commercial Banking)
Builds
Credit lines, savings accounts, and other banking products for Pyme clients
Domain
Retail Banking / Commercial Banking / SME Lending
Required skills
Sales planning, client prospecting, home visits, credit case presentation, portfolio monitoring, collection management, client retention
Preferred skills
AMIB 1 certification
Technologies
Credit management tools, sales campaign platforms
Responsibilities
Develop sales plans and prospecting campaigns, review captive client portfolios, conduct home visits to assess needs, supervise credit line updates and renewals, present credit cases in weekly meetings, manage shared collection campaigns, and promote cross-selling of bank products.
Seniority
Mid-level (3+ years experience)