Overview

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In this role you drive the sale of banking products by assessing client needs and delivering tailored solutions. You collaborate with branches to maintain high service standards and support cross-selling during campaigns. You handle account openings, information delivery, and issue resolution while ensuring compliance with banking regulations. You contribute to a customer-centric environment and uphold the company’s mission to provide financial solutions across life stages.

Compensaciones / Ventajas
- Hybrid work model (for eligible positions)
- Base salary plus incentive compensation/commission
- Equal Opportunity Employer

Responsabilidades
- Sell monthly targets of banking products (deposit accounts, credit cards, personal loans, protection plans, credit lines, CDs, IRA, commercial accounts and services)




- Promote cross-selling and campaign-driven products
- Participate in special promotions and events
- Provide exceptional customer service during account openings and problem resolution
- Follow standard operating procedures and Quality Service Standards
- Complete transactions and documents in accordance with banking regulations (BSA/AML and corporate guidelines)
- Note: no supervisory responsibilities

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Requisitos principales
- Three years of sales experience
- Bachelors Degree in Accounting or Finance
- Insurance Licenses (if selling insurance products)
- Customer service orientation
- Cross-functional collaboration
- Regulatory/compliance awareness
- Knowledge of BSA/AML and banking regulations
- Sales and client needs assessment
- Campaign-driven product promotion

📌 Bank Consultant (La Coruña)
🏢 MindMatch
📍 La Coruña