
Posted 4 days ago
Ejecutivo PYME
Banco CovaltoEjecutivo PYME
Perks & benefits
Health InsurancePaid Leave
Requirements
Degree in economic-administrative areas, 2+ years experience in banking or finance, SME product sales experience, Knowledge of funding processes
Skills
SalesBanking
About the role
Responsibilities
- Prospect and follow up on the SME (PyME) client portfolio
- Attract new and qualified clients to drive business growth
- Manage the sales pipeline and oversee overdue accounts
- Prepare and follow up on client documentation and files
- Present client cases to the credit committee in collaboration with the Credit team
- Ensure post-sale follow-up to verify correct payment application
Requirements
- Degree (completed or in progress) in economic-administrative areas
- 2+ years of experience in banking or finance, specifically selling products to SMEs
- Knowledge of funding processes and requirements for clients
- Ability to detect business opportunities and build strategic relationships
- Proactive attitude with a strong focus on results and innovation
Benefits
- Competitive salary based on profile
- Benefits exceeding those required by law
- Innovative work culture within a diverse and inclusive team
About the Company
Covalto is a leading digital banking and financial services platform for SMEs in Mexico, driving business growth through cutting-edge technology and innovative solutions.
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Banco Covalto · Monterrey
