Position Summary: Advise SME clients on financial products, prospect and analyze accounts, develop credit studies, and ensure regulatory compliance. Key Highlights: 1. Personalized financial product advisory for SMEs 2. Prospect and analyze customers for sales opportunities 3. Developing credit studies and portfolio monitoring **At BanBajío, people are at the center; therefore, we build a community with the best banking environment and culture** **Responsibilities and Functions:** * Provide personalized advisory on financial products tailored to the needs of the SME segment. * Prospect new customers to achieve targets. * Analyze existing customer accounts to identify cross-selling opportunities for additional products. * Develop credit studies. * Continuously monitor account status and customer portfolio performance. * Ensure compliance with institutional policies regarding offered products and services. * **Requirements:** * Bachelor's degree in economics or administrative fields (student intern or graduate). * Minimum 2 years of experience in placing financial products and credit lines for SMEs. * Results-oriented mindset and negotiation skills to meet targets. * Existing customer portfolio. **Your health, safety, and development matter to us—learn about our benefits here.** \#bajio JT:STD
Juan García
Indeed · HR
Juan García
Indeed · HR
