Bank Executive

Description

Position Summary: A strategic partner who advises clients to maximize the profitability of their assets, balancing risk and liquidity. Key Highlights: 1. Comprehensive, personalized advisory services to maximize profitability 2. Business development through field prospecting and corporate visits 3. Management and retention of an active customer portfolio Role Purpose Become our clients' strategic partner by providing comprehensive, personalized advisory services to maximize the profitability of their assets, always balancing risk analysis and investment liquidity. Main Responsibilities Prospecting and placement of high-value banking products (payroll portability, corporate loans, premium credit cards, and insurance). Market Strategy: Business development through field prospecting, corporate visits, and branch-based service (Hybrid Model). Retention: Manage, monitor, and deepen relationships with an active customer portfolio to ensure long-term partnerships. Goal Achievement: Focus on productivity and financial profitability indicators. -Requirements- Minimum Education: Upper Secondary Education - General High School Diploma Less than 1 year of experience Knowledge: Advisory capability, sales closing, fieldwork, customer service Keywords: director, management, governance, regency, executive, managing, bank executive, banker, banking, banker