Ejecutivo Select
Core
Managing a portfolio of retail and commercial banking clients by selling financial products (loans, investments, insurance) and providing in-branch advisory services.
Role type
Senior IC retail banking executive
Builds
Financial product portfolios for retail and commercial clients
Domain
Retail & Commercial Banking
Deliverable
product features
Required skills
Financial product sales, Client acquisition, Credit risk management, Contract management, Prospecting, Call center operations
Preferred skills
English language proficiency
Technologies
Microsoft Office
Responsibilities
Grow and link client portfolio through product management (credits, investments, insurance), Manage current client acquisition portfolio, Plan weekly activities for daily management, Execute daily calls and visits to prospects and current clients, Provide differentiated attention to Select clients in the branch, Fill out product and service contracts correctly, Follow up on clients showing non-payment risks and manage collections
Seniority
Senior, hands-on IC