Job Summary: Advise clients, identify business opportunities, and promote financial products, ensuring compliance with commercial and organizational policies. Key Highlights: 1. Strategic commercial role in the financial sector 2. Comprehensive advisory services and high-quality customer service 3. Development of commercial and negotiation skills **Main Responsibilities** * Manage onboarding of new clients in accordance with the institution's commercial policies. * Identify business opportunities within the existing client base. * Promote and market financial products, including both deposit and lending products. * Achieve assigned commercial targets. * Provide comprehensive advisory services to clients, ensuring high-quality service delivery. * Comply with organizational policies regarding anti-money laundering (AML) and countering the financing of terrorism (CFT). * Record and update client information in designated systems. **Requirements** **Academic Qualification:** Technologist degree in Business Administration, finance-related fields, or equivalent disciplines. **Experience:** Minimum one (1\) year of experience in commercial roles within the financial sector or related areas. **Knowledge:** * Basic proficiency in office productivity tools. * Customer service knowledge. * Knowledge of anti-money laundering (desirable). **Required Competencies** * Results orientation. * Commercial and negotiation skills. * Effective communication. * Service orientation. * Teamwork and adaptability. City: Medellin Work Mode: 100% in-person Position Type: Full-time, Indefinite-term Work Location: In-person employment Work Location: In-person employment
Valentina Rodríguez
Indeed · HR
Valentina Rodríguez
Indeed · HR
