Ejecutivo Select
Core
Manage retail and commercial banking portfolios by selling financial products (loans, investments, insurance) and driving customer acquisition and retention.
Role type
Senior IC retail banking executive
Builds
Customer portfolios and financial product sales
Domain
Retail & Commercial Banking
Deliverable
product features
Required skills
sales, customer service, product placement, team management, leadership, risk management, compliance
Preferred skills
none stated
Technologies
Opics, UPLD forms
Responsibilities
Manage current customer portfolios and attract new clients; execute daily calls and visits to prospects and existing clients; provide differentiated branch service to Select customers; complete account opening contracts and documentation; monitor and collect on at-risk accounts; adhere to operational regulations and investment commercialization models.
Seniority
Senior, hands-on IC