SME Growth & Lending Strategist

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Mexicali; On-site; MXN 300,000 - 600,000; Full time

Job summary

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Business Development Intermediate Officer in a full-time role based in Mexicali. The position focuses on building strong relationships, educating clients on lending programs, and promoting new business across bank assessment areas.

You will analyze market opportunities, prepare business plans, and collaborate with leadership to drive retail and co-brand opportunities while ensuring compliance and accuracy in

Qualifications

• 2-5 years relevant experience.
• experience in financial services including a focus on financial planning.
• CFP preferred or working towards a CFP designation; NaviPlan experience preferred.
• Strong written and verbal communication skills.
• Strong attention to detail and relationship-building skills.
• Ability to organize and prioritize work and meet deadlines.

Responsibilities

• Proactively build relationships within bank assessment areas to promote business.
• Promote financial education and outreach to generate business.
• Provide training on lending programs to partners and internal teams.
• Manage and cultivate relationships with external clients to increase lending penetration.
• Support strategic planning and conduct market research for new business prospects.
• Prepare business plans, including competitive landscape and SWOT.
• Coordinate market research requests and create prospect meeting materials.
• Develop plans for each product and program sponsored and managed.

Skills

Financial planning

Relationship building

Communication

Attention to detail

Work ethic

Time management

Series 7

Education

Bachelor's degree

Tools

Money Guide Pro

Impact

NaviPlan

Job description

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking a Business Development Intermediate Officer in a full-time role based in Mexicali. The position focuses on building strong relationships, educating clients on lending programs, and promoting new business across bank assessment areas.

You will analyze market opportunities, prepare business plans, and collaborate with leadership to drive retail and co-brand opportunities while ensuring compliance and accuracy in