Location

ALGETE, MD, ES, 28110

Responsibilities

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.

Improve 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.

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

AI LITERACY

SOFT SKILLS

ALLIANCES – COMMUNICATION

HUMANISM – COMMUNICATION AND EMPATHY

ALLIANCES – COLLABORATION AND TRANSVERSALITY

ALLIANCES – INFLUENCE

ALLIANCES – CUSTOMER ORIENTATION

HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP

ANTICIPATI

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