Banamex - Distrito Querétaro - Gerente PYME

Proactively build strong relationships within bank assessment areas to promote business. Facilitate financial education seminars and provide technical training on lending programs to partners. Conduct deep dive research on new business prospects and prepare presentations for prospect meetings.

2-5 years of experience in financial services with a focus on financial planning. Bachelor's degree or equivalent experience. CFP preferred or working towards CFP designation. Strong written and verbal communication skills.