S

Santander

Global retail and commercial banking group

Account Executive - Médica

Retail & Commercial BankingPosted on Nov 9
Full-timeMexico City, CDMX, MexicoNo salary listed

About the Job

Requirements

  • Provide personalized customer service and advice on financial products, including accounts, credit, investments, and insurance.
  • Manage a customer portfolio and develop customer-product linkage strategies.
  • Conduct consultative sales and meet monthly commercial targets.
  • Validate and analyze customer files, documentation, and financial information.
  • Hold a completed licenciatura in Economic-Administrative areas such as Accounting, Finance, or Administration.
  • Handle customer files and official documentation, including KYC, identification, and proof documents.
  • Administer a customer portfolio and follow up with active and prospective customers.
  • Know accounts, cards, and personal, payroll, mortgage, and/or SME loans.
  • Speak Spanish.

Responsibilities

  • Implement promotional and sales strategies for the assigned customer portfolio and identified prospects to establish, maintain, and increase contracted business.
  • Advise customers on financial products based on knowledge of the benefits of the Bank’s services and analysis of each customer’s profile.
  • Increase the profitability of the current customer portfolio through product cross-selling.
  • Track customer-requested operations and identify new business opportunities, promoting suitable products to meet customer needs, expand commercial relationships, and attract new revenue to the institution.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

Recently Posted Jobs

Explore more opportunities at Santander

See more jobs