Mex Banquero Black

Santander UK

Monterrey, Mexico
Manage credit portfolio profitability
Manage client investment portfolio
Execute daily client calls and visits
Maintain and increase the profitability of your credit and deposit portfolio through the management of value-added products, insurance, and commercial levers

Job Summary

  • Maintain and increase the profitability of your credit and deposit portfolio through the management of value-added products, insurance, and commercial levers.
  • Manage your deposit portfolio by variations and maturities, respecting your clients' investor profile, needs, and investment horizon.
  • Plan weekly activities for daily management according to the commercial system definition, prioritizing commercial focuses and ensuring objective achievement.

Matching Summary

Maintain and increase the profitability of your credit and deposit portfolio through the management of value-added products, insurance, and commercial levers.

Skills & Requirements

Must-have

  • manage credit portfolio profitability
  • manage client investment portfolio
  • execute daily client calls and visits
  • adhere to operational regulations
  • client relationship management

Nice-to-have

  • exceed client expectations
  • customer-centric approach
  • proactive risk management

Key Requirements

  • 100% portfolio knowledge within 1 year
  • Compliance with operational regulations

Work Rights

Not specified

Tailored Resume

Cover Letter