Gestor/a Comercial O´Donnell Madrid
Core
Manage client interactions in a bank branch to deliver financial product offerings and ensure operational compliance.
Role type
Temporary part-time branch sales and operations associate
Builds
Financial products and services for retail clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Financial product knowledge, cross-selling techniques, operational procedures, regulatory compliance (MIFID, LCI), customer service
Preferred skills
MIFID certification, LCI certification
Responsibilities
Inform clients of financial products to match their needs, resolve client problems and operational requests, execute client transactions according to internal procedures and audit norms, demonstrate knowledge of bank products and market competition, share relevant client and process information with management to improve operations