Account Executive, SMB
FleetioSalary not specified
Full Time
Junior (1 to 2 years)
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Banca, Retail & Commercial BankingIndustries
Requirements
- 3 años en puestos similares
- AMIB 1 (Deseable)
- Licenciatura en áreas económico-administrativas o afín
Responsibilities
- Elaborar planes de venta mediante el desarrollo de campañas de prospectación de clientes que resulten en la creciente firma de negocios (referenciados)
- Revisar la cartera de clientes cautivos a través de herramientas de Gestión para conocer el estatus de los negocios en proceso e identificar las áreas de oportunidad de nuevos negocios
- Asesorar a los clientes cautivos y prospectos mediante visitas domiciliarias para conocer sus necesidades y ofrecer los productos y servicios adecuados para satisfacerlas
- Atender y asesorar a los clientes del segmento Pyme así como promover en sucursal los productos y servicios que ofrece el Banco incluyendo su contratación en base a la cedula de cada cliente para la vinculación
- Supervisar la actualización y mantenimiento oportuno de las líneas de crédito de sus clientes con revisión mensual y anticipada de las líneas próximas al vencimiento, propiciando mantener su cartera de clientes sana
- Participar activamente con casos de crédito en los CONES zonales semanales, presentando operaciones viables de crédito nuevos o renovaciones con incremento de clientes o prospectos con la finalidad de garantizar el ritmo de ingresos y la calidad de los mismos establecidos por la Dirección
- Tutelar integralmente a clientes actuales, buscando la vinculación con todos los productos que el banco ofrece, asegurando la fidelización del cliente
- Atender oportunamente las campañas de Cobranza Compartida Pyme asignada u ofrecer en su caso planes de salida a falta de recursos del cliente, evitando incrementar las reservas del banco
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
Is this a remote position or does it require being in an office?
The role is based in Tapachula, Chiapas, requiring on-site presence for client visits and branch promotion activities.
What are the main responsibilities of this role?
Responsibilities include developing sales plans through prospecting campaigns, advising clients via home visits, promoting bank products in branches, supervising credit lines, participating in weekly credit committees, and handling shared collections.
What is the salary or compensation for this position?
This information is not specified in the job description.
What is the company culture like at Santander?
Santander emphasizes a technology-driven organization centered on people, valuing disruptive thinking, courage to challenge the possible, innovation, proactive risk management, and contributing to the prosperity of people and businesses.
What makes a strong candidate for this Ejecutivo PyME role?
A strong candidate will have sales experience with PyMEs, skills in client prospecting and advising through visits, knowledge of credit management and risk assessment, and the ability to promote bank products while maintaining a healthy client portfolio.
Santander
Provides banking, investment, and insurance services
About Santander
Santander Bank provides a variety of financial services to individuals, small businesses, and large corporations in the United States. Its offerings include savings and checking accounts, loans, credit cards, and investment products. The bank also has specialized services through Santander Investment Services and insurance products via Santander Securities LLC. Santander stands out from its competitors by focusing on community growth, committing $13.6 billion to support initiatives like the 'Cultivate Small Business' program, which aids early-stage entrepreneurs, especially from underrepresented groups. The bank generates revenue through interest on loans, service fees, and commissions, while promoting responsible banking practices and financial education. Santander's goal is to empower individuals and businesses, enhance community prosperity, and provide comprehensive financial solutions.
Boston, MassachusettsHeadquarters
1902Year Founded
$75MTotal Funding
POST_IPO_DEBTCompany Stage
Fintech, Financial ServicesIndustries
10,001+Employees
Benefits
Health, dental, & vision
401k
Flexible PTO
Parental & sick leave
Discounts: technology, travel, auto, fitness, & tuition
Risks
ISO 20022 transition may challenge smaller business partners.
'Quishing' attacks pose a growing threat to consumer security.
Openbank faces competition in the U.S. high-yield savings market.
Differentiation
Santander's Openbank offers a 5.00% APY high-yield savings account nationwide.
The bank's Inclusive Communities Plan pledges $13.6 billion for community initiatives.
Santander's ISO 20022 adoption enhances operational efficiency and data management.
Upsides
Openbank's high-yield savings account attracts more U.S. customers.
Santander's renewable energy financing highlights commitment to sustainable investments.
Proactive cybersecurity measures enhance customer trust and protect digital assets.
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