Mallorca Commercial Banking Advisor: Client Solutions

Entitat bancària / Entidad bancaria; Sa Pobla; On-site; EUR 19,000 - 23,000; Full time

Job summary

Mallorca Banking Entity seeks a Commercial Banking Advisor for its Sa Pobla branch. This full-time role focuses on frontline client service, managing routines, and identifying financial solutions aligned with personal or business needs.

Responsibilities include relationship management, cashier operations, lending product sales, deposits/investments, and insurance offerings. Requires Catalan B2 level, at least 12 months total experience (6 months in banking/insurance), and a first-cycle

Qualifications

• Bachelor level education or equivalent.
• Minimum 12 months of total professional experience, with at least 6 months in banking or insurance.

Responsibilities

• Manage ongoing customer relationships and provide personalized advisory services.
• Handle daily branch cashier operations, direct debit transactions, and bill processing.
• Advise and drive sales for lending products, including personal loans and credit facilities.
• Promote deposit and investment products and portfolios.
• Offer comprehensive insurance solutions across coverage types.

Skills

Customer service

Financial advisory

Education

First-cycle university education

Job description

Mallorca Banking Entity seeks a Commercial Banking Advisor for its Sa Pobla branch. This full-time role focuses on frontline client service, managing routines, and identifying financial solutions aligned with personal or business needs.

Responsibilities include relationship management, cashier operations, lending product sales, deposits/investments, and insurance offerings. Requires Catalan B2 level, at least 12 months total experience (6 months in banking/insurance), and a first-cycle