Client Portfolio Management Specialist
hace 6 días
We are seeking a highly skilled Client Portfolio Management Specialist to join our team at BBVA. As a key member of our organization, you will play a critical role in coordinating with Sales, Operations & Risk departments to govern, administer, and update client-related needs and tools.
Key Responsibilities- Coordinate with Sales/Bankers and Delegated Functions to establish priorities of the onboarding pipeline.
- Promote the necessary creation, modifications, and adjustments of E2E onboarding guidelines for sales.
- Work jointly with FO and BO to improve communication between teams, orchestrate the analysis of common operational errors, promote the establishment of process manuals, and troubleshoot information throughout the workflow.
- Collaborate in the development of the data-driven process to identify uncovered clients, use data about a client's industry, our competitors, and define and execute a commercial strategy to approach them, identify cross-sell opportunities, and prioritize prospects to expand our franchise.
- Work on the implementation and use by sales teams of the CRM system.
BBVA is a global company with over 160 years of history present in 25 countries with over 81 million customers. We are more than 110,000 professionals working in multidisciplinary and diverse teams.
We are ahead of the transformation that is taking place in the banking sector, challenging the status quo, to make life easier for our customers.
Our ValuesOur values define our identity; they are what drives us to make our goals a reality and they guide all of our actions and the decisions we make.
Customer comes first
We think big
We are one team
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