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.

Personal Banking Manager Connecta Girona

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 through digital operations.
Mastery of the product and service portfolio.
Experience with personal banking customer portfolios
Completed university degree or higher vocational training (FP superior)
Updated MIFID, LCCI, or IDD certifications

Benefits

You will join one of our most innovative office networks with a personalized customer service model, surrounded by the best colleagues.
You will have approx. 27 working days of vacation per year to enjoy what you are most passionate about—traveling, spending time with friends, or a long list of activities. It's up to you to decide!
We want you to grow with us. We will enroll you in a master's degree completely free of charge, so you can advise and formalize our portfolio of banking and financial products feeling fully prepared. You can also access our regulated professional career paths, where in addition to having greater professional responsibility, you will see your remuneration increase.
You will have a training platform where you can stay up to date with the various regulations affecting our business, as well as a catalog of self-training courses so you can choose the ones you like most. You will also have financial aid available to continue higher studies or language courses.
You will have a comprehensive health insurance policy completely free for you, and we will make a contribution to a pension plan. We are sure this might not seem so attractive now, but believe me when I tell you it certainly will be in the future!
Additionally, we can boast being certified by Top Employers as the best company to work for in 2022.

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 regarding the current and future needs of customers.
Working as a team to achieve common goals.
Promoting and collaborating on commercial best practices.

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 through digital operations.
Mastery of the product and service portfolio.
Experience with personal banking customer portfolios.
Completed university degree or higher vocational training (FP superior).
Updated MIFID, LCCI, or IDD certifications.

What do we offer?

You will join one of our most innovative office networks with a personalized customer service model, surrounded by the best colleagues.
You will have approx. 27 working days of vacation per year to enjoy what you are most passionate about—traveling, spending time with friends, or a long list of activities. It's up to you to decide!
We want you to grow with us. We will enroll you in a master's degree completely free of charge, so you can advise and formalize our portfolio of banking and financial products feeling fully prepared. You can also access our regulated professional career paths, where in addition to having greater professional responsibility, you will see your remuneration increase.
You will have a training platform where you can stay up to date with the various regulations affecting our business, as well as a catalog of self-training courses so you can choose the ones you like most. You will also have financial aid available to continue higher studies or language courses.
You will have a comprehensive health insurance policy completely free for you, and we will make a contribution to a pension plan. We are sure this might not seem so attractive now, but believe me when I tell you it certainly will be in the future!
Additionally, we can boast being certified by Top Employers as the best company to work for in 2022.

Job profile

Deep knowledge of the individual and senior customer segment with high potential for loyalty, specializing in advanced savings, investment, financing, and pension solutions. This profile is responsible for managing, retaining, and monetizing an assigned portfolio of clients, building long-term relationships of trust through structured and tailored financial advice.

Offering financial solutions (funds, investment) and non-financial solutions (technology, insurance) in a 100% digital manner.

Their day-to-day is based on commercial proactivity and constant contactability. They analyze the wealth situation and life goals of each client to design personalized proposals using the entity's catalog of investment funds, discretionary portfolios, pension plans, and insurance products. They work under a strict regulatory framework, guaranteeing transparency, proper risk profile assessment, and excellence in service to consolidate the entity as their reference bank.

Competencies

H CUSTOMER SERVICE QUALITY

H COMMERCIAL SYSTEMATICS

H CUSTOMER RELATIONSHIP MODEL

H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES

H SALES CLOSING, 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 RULES 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 ANTICIPATION AND PROACTIVE 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.
Experiencia con cartera clientes banca personal
Estudios finalizados de grado universitario o FP superior
Certificación MIFID o LCCI o IDD actualizadas

¿Qué ofrecemos?

Te incorporarás en una de nuestra red de oficinas más innovadoras y con un modelo de atención al cliente personalizado, rodeado de los mejores compañeros.
Tendrás aprox. 27 días laborables de vacaciones al año para disfrutar de lo que más te apasiona, viajar, estar con amigos, o una larga lista de actividades. ¡esto ya te toca a ti decidirlo!
Queremos que crezcas con nosotros. Te matricularemos en un máster totalmente gratuito para ti, para que puedas asesorar y formalizar nuestro porfolio de productos bancarios y financieros sintiéndote totalmente preparado para ello. También podrás acceder a nuestras carreras profesionales reguladas, en las que aparte de tener una mayor responsabilidad profesional, verás que también aumenta tu retribución.
Tendrás una plataforma de formación dónde podrás ponerte al día de las distintas normativas que afectan a nuestro negocio, así como un catálogo de autoformaciones para que elijas aquellas que más te gusten. También tendrás a tu disposición ayudas económicas para seguir cursando estudios superiores o idiomas.
Dispondrás de un seguro de salud completo totalmente gratuito para ti y te haremos una aportación a un plan de pensiones. ¡Estamos seguros de que ahora esto no te parece tan atractivo, pero créeme cuando te digo que seguro lo será en el futuro!
Además, podemos presumir de estar certificados en Top employers como mejor empresa para trabajar en el 2022.

Job profile

Profundo conocimiento del segmento de clientes particulares y senior con alto potencial de vinculación, especializado en soluciones avanzadas de ahorro, inversión, financiación y previsión. Este perfil es el responsable de gestionar, fidelizar y rentabilizar una cartera asignada de clientes, construyendo relaciones de confianza a largo plazo a través de un asesoramiento financiero estructurado y a medida.

Ofrecer soluciones financieras (fondos, inversión) y no financieras (tecnología, seguros) de forma 100% digital.

Su día a día se basa en la proactividad comercial y la contactabilidad constante. Analiza la situación patrimonial y las metas vitales de cada cliente para diseñar propuestas personalizadas utilizando el catálogo de fondos de inversión, carteras delegadas, planes de pensiones y productos de seguros de la entidad. Trabaja bajo un estricto marco normativo, garantizando la transparencia, la adecuada evaluación del perfil de riesgo y la excelencia en el servicio para consolidar a la entidad como su banco de referencia.