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

HARD SKILLS
CUSTOMER SERVICE QUALITY
COMMERCIAL SYSTEMATICS
CUSTOMER RELATIONSHIP MODEL
BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES
CLOSING SALES, NEGOTIATION AND AGREEMENTS
COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO
OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES
FINANCIAL ADVICE
KNOWLEDGE OF CUSTOMERS AND SECTORS
PRODUCT COMBINATION-BASED SALES
TAX STANDARDS AND REGULATIONS
SENIOR PRODUCTS AND SERVICES
ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES
COMMERCIAL TOOLS
INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING
FINANCIAL ENVIRONMENT
SOFT SKILLS
ALLIANCES – COMMUNICATION
HUMANISM – COMMUNICATION AND EMPATHY
ALLIANCES – COLLABORATION AND TRANSVERSALITY
ALLIANCES – INFLUENCE
ALLIANCES – CUSTOMER ORIENTATION
HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP
ANTICIPATION – ANTICIPATION AND CH

📌 GESTOR/A BANCA PERSONAL (Lerma)
🏢 Caixabank
📍 Lerma