Líder de Desarrollo de PYMEs y Relaciones

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Santiago de Querétaro; On-site; MXN 450,000 - 650,000; Full time

Job summary

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex seeks a Business Development Intermediate Officer to advance lending and financial planning initiatives across bank assessment areas in Querétaro. You will build relationships, promote financial education, and collaborate with internal and external partners to drive new business.

The role emphasizes planning, research, and presenting strategic opportunities, with an emphasis on risk-aware decision-making and high-quality

Qualifications

• Bachelor’s degree or equivalent experience required.
• CFP preferred or pursuing CFP designation.
• Experience in financial services with emphasis on financial planning.
• Proficient with financial planning tools (Money Guide Pro/Impact/NaviPlan).
• Strong written and verbal communication skills; attention to detail.

Responsibilities

• Proactively build strong relationships within bank assessment areas to promote and generate business.
• Facilitate financial education, seminars and outreach to generate business.
• Provide training on lending programs to external partners and internal teams.
• Manage relationships with external clients to increase lending penetration.
• Support leadership in new business development and planning efforts.
• Perform deep-dive research on new business prospects (company research, financial analysis, deal background).
• Assemble business plans for high priority prospects and maintain tracking.
• Coordinate market research and analytics for prospects and share insights with teams.
• Prepare prospect meeting presentations and manage materials.

Skills

Financial planning

Analytical thinking

Communication skills

Attention to detail

Time management

Relationship building

Education

Bachelor’s degree or equivalent

CFP certification preferred

Tools

Money Guide Pro

Impact

NaviPlan

Job description

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex seeks a Business Development Intermediate Officer to advance lending and financial planning initiatives across bank assessment areas in Querétaro. You will build relationships, promote financial education, and collaborate with internal and external partners to drive new business.

The role emphasizes planning, research, and presenting strategic opportunities, with an emphasis on risk-aware decision-making and high-quality