Job Description

Responsibilities

  • Ensure compliance with the sales goals defined by the franchise, such as portfolio growth, cross‑selling, attracting new customers and retaining current customers of the portfolio.
  • Link existing clients by performing needs detection to achieve a greater Customer‑Bank relationship.
  • Offer a high value service.
  • Provide comprehensive advice to SME clients seeking to solve all the needs of the company, positioning the bank as the first option for all products that the client can acquire.
  • Know and execute efficiently the campaigns and strategies defined by the franchise to boost sales growth.
  • Execute the action plans agreed with the Area Coordinator to ensure compliance with the sales plan.
  • Address deviations and action plans, communicating effectively with the immediate supervisor.
  • Comply with the controls and regulations established by the institution.
  • Visit clients to understand op...

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