Description
We are seeking a Business Executive for our RBB (Retail Banking and Business) division in HSBC México. As a key member of our team, you will be responsible for maintaining, managing, and growing a portfolio of SME clients, as well as acquiring new clients to expand our presence in this segment.
Responsibilities:
- Manage and grow a portfolio of SME clients
- Acquire new clients to expand our presence in the segment
- Ensure regulatory compliance and risk management
- Provide excellent customer service and sales skills
- Develop and maintain relationships with clients
Requirements:
- Bachelor's degree in Administration, Finance, Economics, Accounting, or related field
- Initial experience in banking/financial services, B2B sales, or corporate services (1-3 years)
- Desirable: 2 years of commercial banking experience and/or SME client management
- Knowledge of financial statements (desirable)
- Experience with Microsoft Excel (basic, charts, calculations)
- Familiarity with SME products: business accounts, payment terminals, collections, payroll, credit, guarantees, insurance
- Understanding of credit fundamentals: payment capacity, credit bureau, basic legal documentation
- Knowledge of KYC/AML and data protection regulations
- Basic conversational English (desirable)
- AMIB 1.5 certification (desirable)
- Availability for client visits and short trips
Skills:
- Customer-centric mindset
- Negotiation
- Trustworthy advisor
- Attention to detail
- Impactful communication
- Product and market knowledge
- Risk identification
- Teamwork
- Results-oriented/problem-solving
- Adaptability to change
Benefits:
- Direct hiring by the bank
- Base salary
- Quarterly performance bonus
- Christmas bonus
- Vacation premium
- Life insurance
- Major medical expense insurance
- Loans
- Discounts on bank products
- Active participation in sustainability/social responsibility programs
- Discounts at over 9,000 establishments
- Career development plan