GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL

Vista previa generada por IA

Gestor/a banca personal – Roles de ventas y asesoría financiera en Girona.

Desarrolla tu carrera en banca, liderando clientes y garantizando cumplimiento regulatorio.

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 QUALITY
• H COMMERCIAL SYSTEMATICS
• H CUSTOMER RELATIONSHIP MODEL
• H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES
• H CLOSING SALES, NEGOTIATION AND AGREEMENTS
• H COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO
• S.1.4 ALLIANCES – COMMUNICATION
• S.2.1 HUMANISM – COMMUNICATION AND EMPATHY
• H OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES
• H FINANCIAL ADVICE
• H KNOWLEDGE OF CUSTOMERS AND SECTORS
• H PRODUCT COMBINATION-BASED SALES
• H TAX STANDARDS AND REGULATIONS
• S.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITY
• S.1.3 ALLIANCES – INFLUENCE
• S.1.2 ALLIANCES – CUSTOMER ORIENTATION
• S.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP
• S.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENT
• S.3.1 EMPOWEREMENT – FOCUS ON RESULTS
• H SENIOR PRODUCTS AND SERVICES
• S.5.1 DIVERSITY – PROMOTING DIVERSITY
• H ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES
• H COMMERCIAL TOOLS
• H INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING
• H FINANCIAL ENVIRONMENT
• H AI LITERACY