Ejecutivo de Cuentas Pyme: Impulso y Soluciones

Banamex; Monterrey; Presencial; MXN 320.000 - 520.000; Jornada completa

Descripción de la vacante

Banamex in Monterrey seeks a Business Development Officer to attract, grow, and maintain SME client relationships, delivering high-value advisory on segment products. This role serves a consolidated client portfolio, driving campaign-based sales and ensuring regulatory compliance.

The successful candidate will visit clients, detect needs, and promote cross-selling, positioning the bank as the first option for available products while managing risk and achieving the franchise's objectives.

Formación

• Experience selling financial products for SMEs.
• Knowledge of credit products for companies and sales techniques.
• Excellent communication and objection-handling skills.

Responsabilidades

• Ensure compliance with 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.
• Provide 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 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 customer expectations and NPS goals.
• Implement and influence action plans with your Coordinator to achieve the NPS goal.
• Identify improvements in the service and escalate to the Coordinator.
• Fulfilling clients’ necessities while providing an exceptional client experience measured by metrics.
• Assess risk when making business decisions, safeguarding Citigroup, clients and assets, and escalating control issues with transparency.

Conocimientos

Sales

Financial products knowledge

Communication skills

Educación

Bachelor’s/University degree or equivalent experience

Descripción del empleo

Banamex in Monterrey seeks a Business Development Officer to attract, grow, and maintain SME client relationships, delivering high-value advisory on segment products. This role serves a consolidated client portfolio, driving campaign-based sales and ensuring regulatory compliance.

The successful candidate will visit clients, detect needs, and promote cross-selling, positioning the bank as the first option for available products while managing risk and achieving the franchise's objectives.