SME Coordinator (Oaxaca)
Scotiabank is an international bank offering personal, business and commercial banking, wealth management, private banking, corporate and investment banking, and capital markets services. Its clients include individuals, businesses, corporations, institutions and investors across Canada, the United States, Mexico, Latin America, Europe and Asia Pacific.
About Scotiabank
Scotiabank, also known as The Bank of Nova Scotia, provides a broad range of financial products and services, including deposit accounts, credit cards, lending, mortgages, insurance, investments, wealth management, private banking, corporate and investment banking, capital markets, foreign exchange, financing, advisory services and transaction banking. The organization serves personal banking customers, small and mid-sized businesses, commercial clients, corporate and institutional clients, and investors through its global network.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You maintain business relationships with small and medium-sized enterprise clients and assigned branches. You advise clients, generate and promote new business, support cross-selling and post-sale service, achieve established targets, record sales activities, visit branches and prospects, and train branch executives and managers on SME products and services.
Requirements
- Degree in economic or administrative fields, preferably completed; minimum undergraduate completion
- Work experience in promotion and sales in the financial sector
- Experience managing personnel
- Broad knowledge of the SME segment and its products
Responsibilities
- Maintain close business relationships with SME clients and assigned branches
- Advise clients on SME products and services
- Generate and promote new business
- Develop the SME client segment
- Build and refer payroll-client portfolios to assigned branches
- Support cross-selling and post-sale service
- Achieve targets established by the SME segment divisions
- Execute proactive sales activities
- Record calls and client appointments in the designated platform
- Visit assigned branches regularly
- Visit new prospects in assigned areas
- Conduct working sessions with branch executives and managers
- Share knowledge and sales experiences
- Follow the sales and management process