Relationship Officer Trainee
hace 3 semanas
Propósito
Contribuir al éxito general de la Sucursal / Gerencia de Distribución en Chile, garantizando que los objetivos, planes e iniciativas individuales específicas se lleven a cabo o se cumplan en apoyo a las estrategias y objetivos de negocios del equipo. Garantiza que todas las actividades realizadas se desarrollen de conformidad con las normas, políticas y procedimientos internos vigentes.
Podrán ser relacionados físicamente o por medio remoto con el cliente dependiendo la sucursal asignada, siendo muy relevante la disponibilidad, claridad y asertividad, con el objetivo de fortalecer la relación con sus clientes.
Ejecutivo en entrenamiento que se especializa en brindar soluciones financieras con los clientes de alto valor que le serán asignados.
Responsabilidades
- Actuar como portavoz de la cultura enfocada en el cliente con miras a intensificar las relaciones con la clientela y aprovechar las relaciones, los sistemas y los conocimientos del Banco en general.
- Tener habilidades básicas de manejo en modelo remoto, comprender las virtudes y los pilares de éste para alinearlo con las expectativas de los clientes.
- Participar activamente en las actividades de capacitación y aprendizaje asignadas con el fin de encontrarse preparado para asumir las responsabilidades asociadas al cargo de Ejecutivo Trainee.
- Asegurar la venta de productos y servicios del Banco, una constante actividad a través de la captación de clientes, profundización de las relaciones y permitiendo con esto el logro del cumplimiento de metas de la sucursal.
- Identificar y captar prospectos de cliente, atractivos para el Banco. Además, profundizar las relaciones con clientes del stock asignados.
- Crear planes comerciales detallados para alcanzar objetivos y gestionar todo el ciclo de ventas, desde captar clientes para incorporarlos a la cartera hasta lograr la principalidad del cliente, descubriendo nuevas oportunidades de ventas mediante conversaciones más profundas que nos permiten convertirlas en relaciones a largo plazo, abordando necesidades de su entorno familiar y comercial.
- Colaborar constantemente con el equipo de trabajo y áreas de apoyo, mediante un contacto personal permanente en función de los procedimientos, instancias y herramientas establecidas.
- Comprender cómo debe considerarse el apetito por el riesgo y la cultura de riesgo del Banco en las actividades y decisiones diarias.
- Realizar operaciones eficaces y eficientes en sus áreas respectivas de acuerdo con los valores de Scotiabank, su Código de Conducta y los Principios Globales de Ventas, garantizando a la vez la idoneidad, el cumplimiento y la eficacia de los controles de negocios diarios a fin de cumplir con las obligaciones respecto al riesgo operacional, el riesgo de incumplimiento regulatorio, el riesgo de lavado de dinero y de financiamiento al terrorismo y el riesgo de conducta.
- Promover un entorno de alto desempeño y contribuir a un entorno laboral inclusivo.
Requisitos
- Titulado de Ingeniería Comercial, Ingeniería en Administración de Empresas o carrera afín.
- Máximo 2 años de experiencia laboral en cargos comerciales en ventas de intangibles o retail, con atención de clientes y orientados al servicio, no necesariamente en Bancos.
- Habilidades para manejar y aprender nuevas plataformas de comunicación tecnológicas enfocadas al modelo virtual.
- Conocimiento medio de Excel y herramientas de office.
- Capacidad para analizar datos, estados financieros, balances y proponer planes de negocio personalizados basados en el análisis.
- Ser metodológico en el seguimiento de las disciplinas de la sucursal.
- Experiencia de relacionamiento con cliente.
- Interés en formar parte del equipo comercial de la red de sucursales.
- Idealmente, conocimientos en Metodologías Ágiles.
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