Vista previa generada por IA
Gestor/a personal a distancia en Madrid ofreciendo gestión de portafolio Premier y promoción de herramientas digitales.
Responsable de identificar oportunidades, optimizar la cartera y liderar iniciativas de transformación digital.
Which projects do we work on?
The mission of this team is to manage, monitor, care for and deal with customers in its portfolio of Premier Banking, identifying sales opportunities, maintaining an appropriate level of interlocation through the digital channels available to them, and offering them the products most suited to each of them, with the aim of contributing to achieving the challenges established for its centre.
Responsibilities that you will assume in the position are:
- Manage the assigned customer portfolio.
- Analysing the result of the commercial activity within the portfolio
- Promoting digital transformation by encouraging the use of the Bank's digital tools and app.
- Organise the operational and administrative activities of the portfolio.
- Collaborate with the manager in the analysis and monitoring of the evolution of the risk of the customers of its portfolio.
- Monitor the performance of the balance sheet and the income statement of its portfolio.
Minimum requirements
- Experience and skills in the commercial management of customer portfolios.
- MIFID, LCCI and IDD Certification required
- Knowledge of model A and Premier banking protocol.
- Other requirements:
- Control and monitoring of Operational Management.
- Knowledge of Commercial Systems.
- Knowledge of products marketed in the private banking sector.
- Knowledge and management of NPLs.
- Innovation and openness to change.
What do we offer?
Job profile
Figure of specialized manager who is responsible for meeting the needs of customers through remote channels, relying on the technological capabilities of the entity. They provide specialized advice on products and manage contracting digitally.
Skills
- H COMMERCIAL SYSTEMATICS
- H CUSTOMER RELATIONSHIP MODEL
- H PREMIER BANKING PRODUCTS AND SERVICES
- H PRODUCT COMBINATION-BASED SALES
- H COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO
- H CLOSING DIGITAL SALES
- S.1.1 ALLIANCES – COLLABORATION AND TRANSVERSALITY
- S.1.4 ALLIANCES – COMMUNICATION
- H CREDIT RISK
- H DIGITAL CUSTOMER ONBOARDING AND ENROLLMENT
- S.1.3 ALLIANCES – INFLUENCE
- H PROCESS FOR PRIORITIZING AND PLANNING COMMERCIAL CONTACTS
- S.1.2 ALLIANCES – CUSTOMER ORIENTATION
- S.2.1 HUMANISM – COMMUNICATION AND EMPATHY
- S.2.2 HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP
- H CONSULTING
- H MULTICHANNEL AND DIGITAL CUSTOMER SERVICE
- S.4.1 ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENT
- S.3.1 EMPOWEREMENT – FOCUS ON RESULTS
- S.5.1 DIVERSITY – PROMOTING DIVERSITY
- H ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES
- H COMMERCIAL TOOLS