Client Portfolio Management Specialist
hace 1 semana
At BBVA, we are seeking a Client Portfolio Management Specialist to join our team. This role will focus on 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.
About BBVA:
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.
Our Values:
We think big, we are one team, and our customer comes first. We are committed to responsible banking to help drive a more inclusive and sustainable society.
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