Personal Banking Advisor for Client Growth & Service

CaixaBank, S.A; Madrid; On-site; EUR 35,000 - 52,000; Full time

Job summary

CaixaBank, S.A is seeking a banking professional with deep knowledge of clients and sectors, specialized in financial products and services. The role requires anticipating business opportunities, managing client portfolios, and delivering high-quality financial advice while ensuring regulatory compliance.

You will market a broad product suite, improve customer service, and adapt to customers' preferred channels. Emphasis is on teamwork, ethical conduct, and proactive relationship building.

Qualifications

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

Responsibilities

• Marketing of products and services aimed at achieving the results and meeting commercial targets.
• Offer improved customer service by means of increased contactability and greater specialisation.
• Improve customer experience by adapting to their preferred channel and moment of contact.
• Anticipate and be proactive in terms of the customers' current and future needs.
• Be a team player working towards the achievement of common goals.
• Promote good business practices and collaborate towards their achievement.
• Perseverance, initiative, commitment and team work.
• Command of the digital services aimed at helping and accompanying the customers in their digital operations.
• Command of the portfolio of products and services.

Skills

Customer service excellence

Sales and negotiations

Relationship management

Banking products knowledge

Regulatory compliance awareness

Digital channels customer support

Communication and empathy

Proactive opportunity identification

Cross-functional collaboration

Risk awareness and AML basics

Product portfolio knowledge

Financial advice delivery

Leadership and teamwork

Adaptability

Target-driven mindset

Job description

CaixaBank, S.A is seeking a banking professional with deep knowledge of clients and sectors, specialized in financial products and services. The role requires anticipating business opportunities, managing client portfolios, and delivering high-quality financial advice while ensuring regulatory compliance.

You will market a broad product suite, improve customer service, and adapt to customers' preferred channels. Emphasis is on teamwork, ethical conduct, and proactive relationship building.