Ejecutivo(a) Cash Management

Job Description

Ejecutivo/a de Soluciones Transaccionales | BBVA

The Tone:
This is a full-time role at BBVA, located in San Luis Potosi, Mexico. BBVA is a global financial institution with over 160 years of history, operating in more than 25 countries and serving over 80 million clients. The company builds financial solutions to transform dreams into opportunities, relying on a diverse team of 121,000 professionals. This role is crucial for ensuring the achievement of commercial goals for transactional products, supporting the sales force, and driving new business acquisition within the Empresas y Gobiernos network.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – San Luis Potosi, Mexico
• Team: Supports the Red Empresas y Gobiernos (Companies and Governments Network)
• Mission: Ensure the achievement of commercial goals for Acquirer, Payroll, and Electronic Banking products within assigned offices by training and advising the sales force, supporting commercial plans, and implementing strategies to attract new business.
• Tech Stack: Excel, Data Mining, Database Analysis

What You’ll Actually Do
• Advise clients and the sales force on Cash Management products, their functionalities, operation, and benefits.
• Promote and sell Cash Management products, including Acquirer, Payroll, and Electronic Banking solutions.
• Identify market opportunities, design prospecting plans, establish client relationships, and follow up on prospects through calls and visits.
• Implement commercial campaigns and strategic action plans for various products.
• Disseminate and ensure knowledge transfer to the sales force of the Empresas y Gobiernos Network regarding Cash Management products.

The Must-Haves
• Background: Bachelor’s degree in Administration, Accounting, Economics, Finance, Industrial Engineering, Process Engineering, or a related field, with knowledge in Cash Management products.
• Experience: Minimum of 1 to 3 years in similar Cash Management roles, including experience serving corporate clients, mastering banking products for the segment, and delivering presentations in open forums.
• Skills: Expertise in Cash Management product sales and financial product knowledge; proficiency in financial analysis, project tracking, and presentations; understanding of a company’s operational environment, including treasury, accounts payable/receivable, cash flow, and reconciliations; intermediate Excel, data mining for automation, layout reading/generation, and database analysis for prospecting and business prioritization; knowledge of corporate client credit file integration, institutional regulations, and the general Operational Risk Model.
• Bonus: Current AMIB 1 certification (including necessary documentation for future processing and renewal).