Banamex - Distrito Mexicali - Gerente PYME
CitiWhat You'll Do
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 business plans for high priority prospects. Monitor and refresh the prospect database and create performance dashboards for key clients.
What We're Looking For
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. Experience with financial planning software like Money Guide Pro or NaviPlan is a plus.
Key Skills & Technologies
Additional Information
Experience Level
Mid-Level
Job Language
English
Employment Type
Full-time
Work Mode
On-site