Personal Banking Professional

We are seeking an experienced Personal Banking Professional to join our team in Madrid. As a Personal Banking Professional, you will be responsible for attracting new clients and business, managing your own portfolio of clients, and maintaining and increasing activity through the marketing of financial products and services tailored to this segment.

Responsibilities

• Achieve established business objectives, promoting defined commercial policies.
• Attract new clients and business, being proactive in searching for new clients and complying with formal obligations and risk analysis of potential clients.
• Ensure compliance with regulatory requirements implemented by the Bank in all tasks related to investment information and/or client advice.
• Verify that proposed risk operations are suitable for the client's profile, make economic sense, and meet established criteria.
• Provide excellent attention and service to all clients and potential clients efficiently and effectively.

Skills

• Proven experience in client management and banking product marketing.
• University degree, preferably in Business or Economics; certification in personal and/or private banking.
• Excellent communication and relationship skills; high teamwork capability.
• Strong client orientation and results-driven approach.
• Ability to leverage AI tools to improve productivity, optimise workflows, and resolve business problems.

Wellbeing and Benefits

• Mental and emotional wellbeing: We support you during difficult times, helping you manage crises, illnesses, and maintain good mental health.
• Physical wellbeing: We care for your physical health by offering preventive measures and a work environment that promotes wellbeing.
• Social connection: We believe in collaboration, inclusion, and a sense of belonging as pillars of wellbeing.
• Financial security: We support you in achieving your financial goals, both in your current role and in the future.