Mex Banquero Select

SANTANDER CONSUMER BANK S.p.A

Mexico
Manage select client portfolios
Execute sales campaigns for deposits
Perform daily calls and visits
The role focuses on growing and protecting client portfolios by linking customers to value-added products like credits, investments, and insurance

Job Summary

  • The role focuses on growing and protecting client portfolios by linking customers to value-added products like credits, investments, and insurance.
  • Employees must plan weekly activities to execute daily calls and visits, ensuring an 80% knowledge level of their assigned portfolio within one year.
  • Success requires adhering to the institution's commercial rhythms while providing differentiated attention to top-tier Select clients in the branch.

Matching Summary

The role focuses on growing and protecting client portfolios by linking customers to value-added products like credits, investments, and insurance.

Skills & Requirements

Must-have

  • manage Select client portfolios
  • execute sales campaigns for deposits
  • perform daily calls and visits
  • sell credit investment insurance products
  • comply with operational regulations

Nice-to-have

  • excellent customer service skills
  • preventive risk management experience
  • knowledge of commercial leverage tools

Key Requirements

  • experience managing high-value client portfolios
  • knowledge of banking compliance and KYC
  • ability to work with Opics system

Work Rights

Not specified

Tailored Resume

Cover Letter