Customer Management I Personal Banking Mgmt. Individual Banking Business Hours. Sing. Centro 3135

Girona, SpainOn-siteCompetitiveAdded 27 days agoMidPermanentRemote: On Site🇪🇸Spanish: Native

🇪🇸 Translated from SpanishVenta relacional Enfoque cliente Productos bancarios Asesoramiento financiero Gestión de cartera

Need a visa? No sponsorship mentioned here. Browse visa jobs

Gestion de Clientes I Gest. Banca Personal Banca Particulares Hor. Lab. Sing. Centro 3135

CaixaBank

·Girona, Spain

Apply Now

Need a visa? No sponsorship mentioned here. Browse visa jobs

Girona, SpainOn-siteCompetitiveAdded 27 days agoMidPermanentRemote: On Site🇪🇸Spanish: Native

🇪🇸 Translated from SpanishVenta relacional Enfoque cliente Productos bancarios Asesoramiento financiero Gestión de cartera

CaixaBank

Banking

View company profile www.caixabank.com

Spanish company

44000 employees

Founded 1904

Locations

HQ: Valencia, Spain

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.

Customer Management I Personal Banking Mgmt. Individual Banking Business Hours. Sing. Centro 3135

CaixaBank

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

Requirements

Perseverance, initiative, commitment, and teamwork
Skill in relational selling and customer focus.
Proficiency in digital services with a focus on helping and guiding customers in digital operations.
Proficiency in the product and service portfolio.

Job Description

What projects do we develop?

Marketing of products and services with a focus on achieving results and meeting commercial objectives.
Offering better customer service through increased contactability and greater specialization
Improving the customer experience by adapting to their channel preferences and moment of contact
Anticipating and being proactive with the current and future needs of customers.
Working in a team to achieve common goals.
Promoting good commercial practices and collaborating in them.

Minimum Requirements

Perseverance, initiative, commitment, and teamwork
Skill in relational selling and customer focus.
Proficiency in digital services with a focus on helping and guiding customers in digital operations.
Proficiency in the product and service portfolio.

What do we offer?

Job profile

Deep knowledge of customers and economic sectors, specialized in banking products and services. Ability to anticipate commercial opportunities, manage customer portfolios, and ensure regulatory compliance, offering personalized and high-quality financial advice.

Competencies

H CUSTOMER SERVICE QUALITY

H COMMERCIAL SYSTEMATICS

H CUSTOMER RELATIONSHIP MODEL

H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES

H CLOSING SALES, NEGOTIATION AND AGREEMENTS

H COMMERCIAL MANAGEMENT AND CUSTOMER PORTFOLIO

S.1.4 ALLIANCES - COMMUNICATION

S.2.1 HUMANISM - COMMUNICATION AND EMPATHY

H RISK PROCESSES, POLICIES AND OPERATIONS

H FINANCIAL ADVISING

H KNOWLEDGE OF CUSTOMERS AND SECTORS

H PRODUCT BUNDLING SALES

H TAX NORMS AND REGULATION

S.1.1 ALLIANCES - COLLABORATION AND TRANSVERSALITY

S.1.3 ALLIANCES - INFLUENCE

S.1.2 ALLIANCES - CUSTOMER ORIENTATION

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

H "SENIOR" PRODUCTS AND SERVICES

S.5.1 DIVERSITY - PROMOTING DIVERSITY

H PROACTIVE ANTICIPATION AND IDENTIFICATION OF COMMERCIAL OPPORTUNITIES

H COMMERCIAL TOOLS

H INTERNAL REGULATIONS AND ANTI-MONEY LAUNDERING PROCEDURES

H FINANCIAL ENVIRONMENT

H IA LITERACY

View original advert (Spanish)

¿Qué proyectos desarrollamos?

Comercialización de productos y servicios con orientación a conseguir los resultados y cumplir los objetivos comerciales.
Ofrecer una mejor atención a los clientes a través de una mayor contactabilidad y una mayor especialización
Mejora de la experiencia de cliente al adaptarse a sus preferencias de canal y momento de contacto
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.

Requisitos mínimos

Perseverancia, iniciativa, compromiso y trabajo en equipo
Habilidad en venta relacional y enfoque cliente.
Dominio de los servicios digitales con orientación a ayudar y acompañar a los clientes en la operativa digital.
Dominio del portfolio de productos y servicios.

¿Qué ofrecemos?

Job profile

Profundo conocimiento de clientes y sectores económicos, especializado en productos y servicios bancarios. Capacidad de anticipar oportunidades comerciales, gestionar carteras de clientes, y asegurar el cumplimiento normativo, ofreciendo asesoramiento financiero personalizado y de alta calidad.