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About the Role

Administer and grow a portfolio of business clients, aligning with the bank's strategies and policies to attract, retain, and develop long-term customer relationships through the sale of products and services.

Responsibilities

• Attract prospective clients and retain existing ones by promoting and cross-selling financial group products and services.
• Establish an annual account plan per client or business group, identifying business opportunities to increase profitability for the bank.
• Ensure timely satisfaction of client needs by coordinating with internal areas to deliver bank services and products.
• Structure credit applications attractively for clients while ensuring acceptable risk for the bank.
• Execute the credit process using defined bank platforms, including integrating regulatory files, preparing credit studies, obtaining risk area opinions, and supporting credit applications in bank committees.
• Manage timely collection of the credit portfolio, verifying compliance with authorized terms and conditions, maintaining close client contact, and identifying potential deteriorations in financial, market, legal, or labor situations to mitigate recovery risk.
• Develop the skills and knowledge of direct reports through continuous mentoring and assignment of activities.

Requirements

• Professional degree in Economic-Administrative fields (Graduated).
• 3 years of experience in a similar role within the Business and/or Corporate segment.
• Experience in financial statement analysis and projection preparation.
• Experience in business client portfolio management and strategy execution for client retention and attraction.

Skills

• Financial analysis
• Business client portfolio management
• Financial statement analysis
• Projection preparation
• English language proficiency

Location

• Cancún, Quintana Roo

Work Type

• Full-time

Experience Level

• 3 years

Education Level

• Bachelor's degree in Economic-Administrative fields

About the Company

• Banorte seeks unique, strong, and extraordinary talent to drive the transformation and innovation of the country, becoming a key ally for strong growth with Mexico.
• We believe that the combination of solidarity, innovation, respect, loyalty, and responsibility is the perfect formula to be the best team in the financial sector.
• Grupo Financiero Banorte promotes a culture of inclusion, respect, and equity.
• All individuals interested in joining our team are considered based on objective criteria related to their talent, experience, and skills.
• We are committed to ensuring transparent selection processes.

Equal Opportunity

• We promote a culture of inclusion, respect and equity. All individuals interested in joining our team are considered based on objective criteria related to their talent, experience and skills. Our commitment is to guarantee transparent selection processes.