Gte Relationship Officer

hace 4 meses


Tlahuac, México Santander A tiempo completo

Gte Relationship Officer

Country: Mexico

Grupo Santander es el banco líder que a través de más de 160 años de reinvención, ha llegado a ser una organización sin fronteras con presencia en más de 40 países, 95 nacionalidades y equipos multiculturales que comparten 4 idiomas. Lo importante para nosotros son nuestros clientes, colaboradores, accionistas y la sociedad, como parte de nuestra misión, que es contribuir al progreso de las personas y empresas, actuando siempre de forma Sencilla, Personal y Justa.

**Requerimientos**:

- Conocimiento de Mercados Financieros.
- Proactividad / Atención al detalle.
- Orientación comercial.
- Deseable: Certificación en Figura 3 AMIB
- Licenciatura terminada en Economía, Finanzas, Negocios o carrera afín.
- Deseable: Experiência en atención y servicio a clientes
- Experiência en Formalización de Créditos.

**Principales responsabilidades**:

- Apoyar a los banqueros en actividades administrativas con la finalidad de proporcionar a los clientes una atención superior, continua y especializada la cual permita al banquero realizar sus funciones comerciales sin descuidar las necesidades operativas y administrativas del cliente.
- Operar y administrar las instrucciones de retiros, depósitos de efectivo, compra venta de fondos de inversión, capitales y divisas minimizando errores y riesgos en la operación diaria.
- Atender y dar seguimiento a las solicitudes de aperturas de contratos, cuentas de cheques, líneas de crédito y paperless garantizando la correcta ejecución y teniendo un respaldo de operaciones cerradas con la finalidad de brindar un servicio de calidad a los clientes.
- Asesorar y dar seguimiento a las aclaraciones, solicitudes de productos y servicios financieros de los clientes así como promover los diversos productos transaccionales del Banco.
- Garantizar y ejecutar el trámite de los créditos de acuerdo a los procesos establecidos con el objetivo de optimizar el delivery del producto.
- Responsable del impulso de la oferta transaccional fomentando la vinculación y aportando a los ingresos de la Banca.

**Ubicación: Oficina Banca Privada, Bosques CDMX



  • Tlahuac, México Santander A tiempo completo

    Gte Relationship Officer Country: Mexico Administrar y operar las carteras de los clientes de BP en relación a los servicios y productos transaccionales, inversión y en el manejo de patrimonio, en base a las políticas y procedimientos del Grupo, referentes a créditos, compliance, administración de productos. Impulsar la vinculación de los clientes...

  • Investment Officer

    hace 4 meses


    Tlahuac, México Oikocredit International A tiempo completo

    **About the job** The Investment Officer will work with internal and external experts as required in the best interests of our partners and Oikocredit. He/she will act as a relationship manager, translating market developments and client needs into opportunities to create impact and do business. Although specialised in a specific sector, the Investment...


  • Tlahuac, México AXA A tiempo completo

    **About AXA Group Operations** Under the leadership of the Group COO & CEO of AXA GO, AXA Group Operations covers the following divisions: - Group CIO - Group Technology Operations - Group Security - Group Emerging Data & Technology - Group Procurement & Sourcing - Group Operations Transformation - Strategic Programs, Group Operations Finance - GO General...


  • Tlahuac, México Citi A tiempo completo

    **Responsibilities**: - independently asses risks and drive actions to address the root causes that persistently lead to operational risk losses by challenging both historical and proposed practices. - Governance and oversight may include (not limited to) technology operational risk, cyber risk for example. - Issues Management (KPI/KRI/Corrective Action...


  • Tlahuac, México Citi A tiempo completo

    **Responsibilities**: - Execution of strategic initiatives launched centrally at all levels (Group, Bank, commercial market and EIB) - Ensures compliance with regulatory requirements and Citi's policies / guidelines at all times - This people leadership role is responsible for leading a team of Relationship Managers (RMs). - Responsible for calling on...

  • Sr. Legal Counsel

    hace 4 meses


    Tlahuac, México Bridgestone Mexico A tiempo completo

    Información de la Compañía: **At Bridgestone, you are always Free to Be** Our customers, communities and society are becoming ever more diverse, and a sustainably strong workforce must mirror this diversity. That is why we’re committed to cultivate an even more inclusive culture that advances equity, embraces individuality, and helps our increasingly...


  • Tlahuac, México Citi A tiempo completo

    The Field Sales Officer is an entry-level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial...


  • Tlahuac, México Citi A tiempo completo

    The Field Sales Lead Officer is an intermediate position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales team. The overall objective is to utilize a wide range of product knowledge to build...


  • Tlahuac, México Enterprise Software Solutions A tiempo completo

    **We advocate for a human-centered approach in addressing technological challenges** Optimizing resource utilization is the top cloud challenge at 42%. This is extremely hard for many organizations, as they tend to overprovision to allow for future scale We are a cloud-first, full-service Microsoft partner, among the top 1% of all Microsoft Gold partners...


  • Tlahuac, México HSBC A tiempo completo

    -Job description **Governance & Reporting Cos DBS** **General Role Purpose** The LAM and Mexico Chief Operating Officer (LAM COO) organization comprises a set of outcome focused services, owned end to end in 5 countries, including IT, Global Operations, Transformation Services, Procurement, Corporate Services, Data Architecture, CCO and Performance...


  • Tlahuac, México Citi A tiempo completo

    The Build Mgmt Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines...


  • Tlahuac, México Citi A tiempo completo

    The Build Mgmt Analyst is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines...


  • Tlahuac, México L'Oreal A tiempo completo

    **WANT TO KNOW MORE ABOUT OUR BIG TECH TRANSFORMATION?** L’Oréal is present in 130 countries on five continents. For more than a century, L’Oréal has devoted itself solely to one business: beauty; it is now the industry world leader with €29 billion consolidated sales. Today, L’Oréal includes **1700 tech positions** and it’s constantly...