What You'll Do
Manage assigned client portfolios focusing on attracting higher volumes of deposits through effective product management. Conduct daily calls and visits to clients and prospects, ensuring a thorough understanding of the portfolio. Provide differentiated service to Select clients, addressing product requests and complaints while ensuring compliance with operational regulations.
What We're Looking For
Experience in managing client portfolios and financial products. Strong sales skills and ability to execute effective marketing campaigns. Knowledge of operational regulations related to account openings and client management.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
Spanish
Employment Type
Full-time
Work Mode
On-site