Banamex / Distrito Leon 2 / Ejecutivo De Cuenta Pyme

Citi; León; Presencial; MXN 200,000 - 400,000; Jornada completa

Descripción de la vacante

A leading financial institution seeks a Business Development Officer in León, Guanajuato, responsible for managing relationships with SME clients. The role includes driving sales growth, linking existing clients by identifying needs, and providing comprehensive advice on financial products. Candidates should possess previous sales experience, communication skills, and a relevant degree. This full-time position promises a high-value service, ensuring exceptional client experiences, all while adhering to institutional controls and regulations.

Formación

• Previous experience selling financial products.
• Knowledge of financial products, especially credit to companies.
• Excellent communication skills and managing objections effectively.

Responsabilidades

• Ensure compliance with sales goals defined by the franchise.
• Link existing clients by performing needs detection.
• Offer a high value service to SME clients.
• Execute action plans agreed with the Area Coordinator.
• Understand opportunities for improvement by visiting clients.
• Identify service improvements and communicate them.

Conocimientos

Sales techniques

Communication skills

Client relationship management

Educación

Bachelor's / University degree or equivalent experience

Descripción del empleo

The Business Development Officer is in charge of attracting, maintaining, retaining and growing the relationship that he manages with SME clients in his portfolio, offering a high value service on advising on segment products.

Serves a consolidated client portfolio.

Responsibilities

• Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross‑selling, attracting new customers and retaining current customers of its portfolio.
• Link existing clients by performing needs detection to achieve a greater Customer‑Bank relationship.
• Offer a high value service.
• Comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the 1st option in all the products that the client can acquire.
• Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
• Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
• Adequately scale deviations and action plans, generating effective communication with your immediate boss.
• Comply with the controls and regulations established by the institution.
• Visiting clients to understand opportunities for improvement and develop plans in line with the expectations of customers in the area, ensuring the NPS indexes defined at the franchise level.
• Implement and influence in conjunction with your Coordinator in the design of action plans that ensure the achievement of the NPS goal.
• Identify in a timely manner improvements in the service and elevate to its Coordinator.
• Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.

Qualifications

• Previous experience selling financial products.
• Knowledge of financial products, especially credit to companies, sales techniques.
• Excellent communication skills and management of objections with customers to achieve effective sales.

Education

• Bachelor's / University degree or equivalent experience.

Job Family

Consumer Sales – Consumer Business Development.

Time Type: Full time.

Equal Opportunity Statement

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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