GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
Company: CAIXABANK S.A.
Role summary
GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL is a role at CAIXABANK S.A. in Girona, Catalonia, Spain (on-site). Posted 2026-09-05. Experience level: 2-5.
- Job title
- GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL
- Company
- CAIXABANK S.A.
- Location
- Girona, Catalonia, Spain
- Work arrangement
- on-site
- Category
- Customer Service
- Experience level
- 2-5
- Date posted
- 2026-09-05
Looking for a role where you can build strong client relationships and help them achieve their financial goals? This personal banking position offers a fantastic opportunity to grow your career in finance, with a competitive salary and the chance to make a real impact on your clients' lives. No degree is required, and you'll receive excellent training to set you up for success.
Job description
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
HARD SKILLS
CUSTOMER SERVICE QUALITY
COMMERCIAL SYSTEMATICS
CUSTOMER RELATIONSHIP MODEL
BANKING AND/OR FINANCIAL PRODUCTS AND SERVICES
CLOSING SALES, NEGOTIATION AND AGREEMENTS
COMMERCIAL MANAGEMENT AND CLIENT PORTFOLIO
OPERATIONS, RISK, AND SECURITIES POLICIES AND PROCEDURES
FINANCIAL ADVICE
KNOWLEDGE OF CUSTOMERS AND SECTORS
PRODUCT COMBINATION-BASED SALES
TAX STANDARDS AND REGULATIONS
SENIOR PRODUCTS AND SERVICES
ANTICIPATION AND PROACTIVE IDENTIFICATION OF BUSINESS OPPORTUNITIES
COMMERCIAL TOOLS
INTERNAL REGULATIONS AND PROCEDURES AGAINST MONEY LAUNDERING
FINANCIAL ENVIRONMENT
AI LITERACY
SOFT SKILLS
ALLIANCES – COMMUNICATION
HUMANISM – COMMUNICATION AND EMPATHY
ALLIANCES – COLLABORATION AND TRANSVERSALITY
ALLIANCES – INFLUENCE
ALLIANCES – CUSTOMER ORIENTATION
HUMANISM – LEADERSHIP AND TEAM DEVELOPMENT / SELF-LEADERSHIP
ANTICIPATION – ANTICIPATION AND CHANGE MANAGEMENT
EMPOWEREMENT – FOCUS ON RESULTS
DIVERSITY – PROMOTING DIVERSITY
Apply for GESTOR/A BANCA PERSONAL - RED - PARTICULARES - CONTRIBUIDOR INDIVIDUAL at CAIXABANK S.A.