GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
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 specialisat…
¿Qué proyectos desarrollamos? Comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales. Ofrecer una mejor atención a los clientes a través de una mayor cont…
¿Qué proyectos desarrollamos? Comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales. Ofrecer una mejor atención a los clientes a través de una mayor cont…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
Quins projectes desenvolupem? Comercialitzar productes i serveis amb orientació a aconseguir els resultats i complir els objectius comercials. Oferir una millor atenció als clients a través de més contactabilitat i més e…
¿Qué proyectos desarrollamos? Comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales. Ofrecer una mejor atención a los clientes a través de una mayor cont…
¿Qué proyectos desarrollamos? Comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales. Ofrecer una mejor atención a los clientes a través de una mayor cont…
Skills: Customer Service Quality, Commercial Systematic Approach, Client Relationship Model, Banking Products and Services, Sales Closing
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
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 specialisat…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
Quins projectes desenvolupem? Comercialitzar productes i serveis amb orientació a aconseguir els resultats i complir els objectius comercials. Oferir una millor atenció als clients a través de més contactabilitat i més e…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
Quins projectes desenvolupem? Comercialitzar productes i serveis amb orientació a aconseguir els resultats i complir els objectius comercials. Oferir una millor atenció als clients a través de més contactabilitat i més e…
¿Qué proyectos desarrollamos? Comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales. Ofrecer una mejor atención a los clientes a través de una mayor cont…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
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 specialisat…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
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 specialisat…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
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 specialisat…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
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 specialisat…
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Girona, Catalonia, Spain · On-site
Mid level
Quins projectes desenvolupem? Comercialitzar productes i serveis amb orientació a aconseguir els resultats i complir els objectius comercials. Oferir una millor atenció als clients a través de més contactabilitat i més e…
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each secto…
CaixaBank és un grup financer amb un model de banca universal socialment responsable amb visió a llarg termini, basat en la qualitat, la proximitat i l'especialització, que ofereix una proposta de valor de productes i se…
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each secto…
CaixaBank es un grupo financiero con un modelo de banca universal socialmente responsable con visión a largo plazo, basado en la calidad, la cercanía y la especialización, que ofrece una propuesta de valor de productos y…
CaixaBank es un grupo financiero con un modelo de banca universal socialmente responsable con visión a largo plazo, basado en la calidad, la cercanía y la especialización, que ofrece una propuesta de valor de productos y…
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Full-time
Posted 5d ago
~40 hrs/week
Spanish
Responsibilities
The role involves marketing banking products and services to achieve commercial targets while providing high-quality, personalized financial advice. You will manage client portfolios, anticipate business opportunities, and ensure adherence to regulatory and anti-money laundering procedures.
Requirements
Candidates must demonstrate strong relational sales abilities, initiative, and a commitment to teamwork. Proficiency in digital banking services and a deep understanding of financial products and economic sectors are required.
Full job description
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
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
We are the leading financial group in the Spanish market, comprised of banking business, insurance activity and investments in international banks and leading companies in the services sector.
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each sector, adopting innovation as a strategic challenge and a distinguishing feature of its corporate culture, and whose leading position in retail banking in Spain and Portugal makes it a key player in supporting sustainable economic growth.
Offices: Pintor Sorolla, 2-4, Valencia , 46002, ES · Avda. Diagonal, 621, Barcelona, ES · Paseo de la Castellana, 189, Madrid, ES
We are the leading financial group in the Spanish market, comprised of banking business, insurance activity and investments in international banks and leading companies in the services sector.
CaixaBank is a financial group with a socially responsible, long-term universal banking model, based on quality, trust, and specialisation, which offers a value proposition of products and services adapted for each sector, adopting innovation as a strategic challenge and a distinguishing feature of its corporate culture, and whose leading position in retail banking in Spain and Portugal makes it a key player in supporting sustainable economic growth.
Offices: Pintor Sorolla, 2-4, Valencia , 46002, ES · Avda. Diagonal, 621, Barcelona, ES · Paseo de la Castellana, 189, Madrid, ES