Banamex Norte Banquero Integral Sec 4306 General Motors Ramos Arizpe Coahuila
Banamex
Ramos Arizpe, Coahuila, Mexico
On-site
Identify new prospects and cross-selling opportunities
Promote and sell financial products
Execute integrated sales activities
The Personal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team
Job Summary
The Personal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
Leverage customer leads and other lead generation techniques to identify new prospects and cross-selling opportunities with current clients.
On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services.
Matching Summary
The Personal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team.
Skills & Requirements
Must-have
Identify new prospects and cross-selling opportunities
Promote and sell financial products
Execute integrated sales activities
Cultivate partnerships with segment partners
On-board and resolve service issues
Understand and adhere to operational controls
Assess risk and drive compliance
Nice-to-have
Community outreach and events
Value-added client services
Coaching tellers and staff on products
Key Requirements
2-4 years of relevant experience
Banking, retail or other related sales and service experience preferred
Register as a mortgage loan originator
Demonstrated ability to develop and execute a sales plan
Proficient computer skills
Demonstrated ability to engage in outbound sales activities