CaixaBank is the leading financial group in Spain and one of the most significant banking institutions in the Eurozone, serving millions of customers through an extensive network of branches and digital channels. The company operates across retail banking, insurance, and asset management, maintaining a dominant market share in the Iberian Peninsula following its 2021 merger with Bankia. With its legal headquarters in Valencia and major operational hubs in Barcelona and Madrid, CaixaBank offers a vast array of career paths ranging from local branch management to highly specialized corporate functions. For international professionals, the bank is particularly relevant in areas such as cybersecurity, fintech, data analytics, and sustainable finance, where it seeks to integrate global best practices into its digital transformation strategy.

Founded in 1904 as Caja de Ahorros y Pensiones de Barcelona ('la Caixa'), the institution transitioned to a publicly traded bank in 2011. In 2021, it completed a landmark merger with Bankia, solidifying its position as the largest bank in the Spanish domestic market.

Gestor/a Banca Personal - Red - Particulares - Contribuidor Individual

CaixaBank

Original Advert

Which projects do we work on?

Marketing of products and services aimed at achieving the results and meeting commercial targets.
Offer improved customer service by means of increased contactability and greater specialisation
Improved customer experience by adapting to their preferred channel and moment of contact
Anticipate and be proactive in terms of the customers' current and future needs.
Be a team player working towards the achievement of common goals.
Promote good business practices and collaborate towards their achievement.

Minimum requirements

Perseverance, initiative, commitment and team work
Ability for relational sales and customer approach.
Command of the digital services aimed at helping and accompanying the customers in their digital operations.
Command of the portfolio of products and services.

What do we offer?

Job profile

Deep knowledge of clients and economic sectors, specialized in banking products and services. Ability to anticipate business opportunities, manage client portfolios, and ensure regulatory compliance, offering personalized and high-quality financial advice.

Skills

H CUSTOMER SERVICE QUALITY

H COMMERCIAL SYSTEMATICS

H CUSTOMER RELATIONSHIP MODEL

H BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES

H CLOSING SALES, NEGOTIATION AND AGREEMENTS

H COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO

S.1.4 ALLIANCES - COMMUNICATION

S.2.1 HUMANISM - COMMUNICATION AND EMPATHY

H OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES

H FINANCIAL ADVICE

H KNOWLEDGE OF CUSTOMERS AND SECTORS

H PRODUCT COMBINATION-BASED SALES

H TAX STANDARDS AND REGULATIONS

S.1.1 ALLIANCES - COLLABORATION AND TRANSVERSALITY

S.1.3 ALLIANCES - INFLUENCE

S.1.2 ALLIANCES - CUSTOMER ORIENTATION

S.2.2 HUMANISM - LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP

S.4.1 ANTICIPATION - ANTICIPATION AND CHANGE MANAGEMENT

S.3.1 EMPOWEREMENT - FOCUS ON RESULTS

H SENIOR PRODUCTS AND SERVICES

S.5.1 DIVERSITY - PROMOTING DIVERSITY

H ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES

H COMMERCIAL TOOLS

H INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING

Madrid, Spain

3w ago

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