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.

The 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

📌 GESTOR/A PERSONAL A DISTANCIA (Madrid)
🏢 Caixabank
📍 Madrid