Ejecutivo Cta. Pyme at Santander

Boca del Río, Veracruz, Mexico

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Not SpecifiedCompensation

Junior (1 to 2 years)Experience Level

Full TimeJob Type

UnknownVisa

Banca, Finanzas, Retail Banking, Commercial BankingIndustries

Requirements

3 años en puestos similares
AMIB 1 (Deseable)
Licenciatura 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

Gestión de CarteraProspectación de ClientesVentasAsesoría FinancieraCréditos PyMEPlanes de VentaVisitas Domiciliarias

Questions & Answers

Common questions about this position

Is this a remote position or does it require working in an office?

The role is based in Boca del Río, Veracruz, indicating it is not remote and requires on-site presence for client visits and branch promotion.

What are the main responsibilities of this role?

Responsibilities include developing sales plans through prospecting campaigns, advising clients via home visits, managing credit lines, participating in credit committees, and handling collections to meet targets for the PyME segment.

What is the employment type for this position?

This is a full-time position.

What is the salary or compensation for this role?

This information is not specified in the job description.

What does Santander value in its team members?

Santander values disruptive thinking, courage to challenge the possible, innovation, proactive risk management, and a customer-centered transformation.

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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