Job Summary: Responsible for generating and monetizing business with mid-to-high-income segment customers by providing advisory services and high-quality service for banking products. Key Responsibilities: 1. Manage and monetize customer portfolios in banking. 2. Advise on financial products and digitalize customers. 3. Experience in selling intangible products and portfolio management. The mission of this position is to generate and monetize business with existing and potential customers through the sale of personal banking products and services within the assigned segment, ensuring portfolio quality and growth, managing risk, and delivering outstanding advisory services and service quality—particularly for mid-to-high-income segment customers. In this role, you will have the opportunity to: * Execute commercial onboarding of customers via digital channels. * Digitally educate and train customers throughout their journey of purchasing commercial products and servicing. * Advise customers on available financial products based on their needs. * Refer customers to specialized departments and defined self-service channels according to their needs (Investments, Private Site Chat, Insurance, Mortgage). * Manage assigned campaigns for selling various financial products (Consumer Loans, Current Account Plans, Risk and Collections, Mortgage Loans). To succeed in this position, you need: * A technical or professional degree related to commercial areas. * Experience performing duties associated with this role and/or in commercial areas. * At least two years of experience as an account executive in banking. * Investment certification (RIC); if not yet obtained, certification must be completed upon appointment. * Experience selling intangible products. * Experience managing customer portfolios.
Sofía Muñoz
MyJob · HR
Sofía Muñoz
MyJob · HR
