CaixaBank is the leading financial group in Spain and one of the most significant banking institutions in the Eurozone, serving millions of customers through an extensive network of branches and digital channels. The company operates across retail banking, insurance, and asset management, maintaining a dominant market share in the Iberian Peninsula following its 2021 merger with Bankia.

With its legal headquarters in Valencia and major operational hubs in Barcelona and Madrid, CaixaBank offers a vast array of career paths ranging from local branch management to highly specialized corporate functions. For international professionals, the bank is particularly relevant in areas such as cybersecurity, fintech, data analytics, and sustainable finance, where it seeks to integrate global best practices into its digital transformation strategy.

Founded in 1904 as Caja de Ahorros y Pensiones de Barcelona ('la Caixa'), the institution transitioned to a publicly traded bank in 2011. In 2021, it completed a landmark merger with Bankia, solidifying its position as the largest bank in the Spanish domestic market.

Retail Banking Employees Rio Alberche

CaixaBank

This job was originally posted in Spanish and automatically translated to English. You'll most likely need Spanish to apply.

Job Description

What projects do we develop?

Advising and marketing products and services with a focus on achieving results and meeting commercial objectives. Anticipating and being proactive regarding the current and future needs of clients. Working in a team to achieve common goals. Promoting and collaborating in good commercial practices. Offering excellent customer service, in line with the new business model.

Minimum Requirements

Commercial analysis capacity of the market within the territorial scope, results orientation, planning capacity, and management by objectives. Active listening capacity and social and commercial skills. A minimum of proven experience.

What do we offer?

Job profile

Deep knowledge of the operational needs of clients in their daily lives and specialization in the entity's catalog of basic financial products and services. This profile is the first line of attention and the image of the office; their role combines excellence in operational management (cash desk, transactions, cash management) with proactive commercial guidance work.

Their main mission focuses on accompanying clients in their digital transformation process, teaching them to use self-service channels (CaixaBankNow, ATMs) and ensuring an agile and frictionless user experience. Likewise, they have a high capacity to detect business opportunities during daily service, efficiently referring them to specialist managers or closing the direct sale of consumer products, cards, and basic insurance, always ensuring strict compliance with internal regulations and consumer protection.

Competencies

H CUSTOMER SERVICE QUALITY

H COMMERCIAL SYSTEMATICS

H KNOWLEDGE OF CLIENTS AND SECTORS

H CUSTOMER RELATIONSHIP MODEL

H SALES BASED ON PRODUCT COMBINATION

H CLOSING SALES, NEGOTIATION AND AGREEMENTS

H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES

S.1.1 ALLIANCES - COLLABORATION AND TRANSVERSALITY

S.1.4 ALLIANCES - COMMUNICATION

S.1.3 ALLIANCES - INFLUENCE

S.1.2 ALLIANCES - CUSTOMER ORIENTATION

S.2.1 HUMANISM - COMMUNICATION AND EMPATHY

S.2.2 HUMANISM - LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP

S.4.1 ANTICIPATION - ANTICIPATION AND CHANGE MANAGEMENT

S.3.1 EMPOWERMENT - FOCUS ON RESULTS

S.5.1 DIVERSITY - PROMOTING DIVERSITY

H ANTICIPATION AND PROACTIVE IDENTIFICATION OF COMMERCIAL OPPORTUNITIES

H COMMERCIAL TOOLS

H INTERNAL REGULATIONS AND ANTI-MONEY LAUNDERING PROCEDURES

H IA LITERACY

View original advert (Spanish)

¿Qué proyectos desarrollamos?

Asesoramiento y comercialización e productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales. Anticiparse y ser proactivo con las necesidades actuales y futuras de los clientes. Trabajar en equipo para la consecución de los objetivos comunes. Promover las buenas prácticas comerciales y colaborar en las mismas. Ofrecer una atención al cliente excelente, en línea con el nuevo modelo de negocio.

Requisitos mínimos

Capacidad de análisis comercial del mercado del ámbito territorial, orientación a resultados, capacidad de planificación y gestión por objetivos. Capacidad de escucha activa y habilidades sociales y comerciales. Tener un mínimo de experiencia contrastada

¿Qué ofrecemos?

Job profile

Profundo conocimiento de las necesidades operativas de los clientes en su día a día y especialización en el catálogo de productos y servicios financieros básicos de la entidad. Este perfil es la primera línea de atención y la imagen de la oficina; su rol combina la excelencia en la gestión operativa (caja, transacciones, gestión del efectivo) con una proactiva labor de orientación comercial.

Su misión principal se centra en acompañar a los clientes en su proceso de transformación digital, enseñándoles a utilizar los canales autoasistidos (CaixaBankNow, cajeros automáticos) y garantizando una experiencia de usuario ágil y sin fricciones. Asimismo, tiene una alta capacidad para detectar oportunidades de negocio durante la atención diaria, derivando de forma eficiente a los gestores especialistas o cerrando la venta directa de productos de consumo, tarjetas y seguros básicos, asegurando siempre el estricto cumplimiento de la normativa interna y de protección al consumidor.