Roberto Hernández

Inquirer
DISC Type : cd

Chief Digital Channels Officer (CDCO) at BanBajío

León, Guanajuato, Mexico

Overview

As Chief Digital Channels Officer at BanBajío, Roberto Hernández leads the banks digital vision and transformation strategy. His career includes extensive experience in operations, internal control, and finance, with a focus on process automation and IT governance. He is described by colleagues as a dedicated and professional executive.

He led the strategic development of the banks non-assisted channels, which now successfully handle over 80% of all customer transactions.

Personality Overview

Hard To Convince

Upfront

Demanding

They don’t always try to control the conversation but neither do they like yielding it fully.  They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles.

Topics They Care About

Digital Transformation
He is a vocal advocate for digital evolution as the key to competitiveness and recently participated in a podcast to share his insights on the topic.
Digital Banking
As CDCO, he is responsible for the vision and strategy of BanBajío's digital channels, aiming to improve the customer experience beyond physical branches.
Process Automation
His background includes leading automation initiatives using technologies like RPA and AI to strengthen internal teams and improve institutional operations.

Media Appearances

Roberto has no verified media appearances

Work History

1-2026
Chief Digital Channels Officer (CDCO) at BanBajío
12-2018 - 1-2026
Director Ejecutivo de Transformación Digital at BanBajío
3-2013 - 12-2018
Chief Operating Officer at BanBajío
10-2008 - 3-2013
Director de Control Interno at BanBajío
6-2007 - 9-2008
Mexico CFO at Global strategic investments LLC

Education

2006 - 2006
Diploma from Instituto Tecnológico Autónomo de México
2003 - 2003
Diploma from Tecnológico de Monterrey

More Information

Social Presence :

Prographics :

Exp : 34 Location : León, Guanajuato, Mexico Job Level : Leadership Designation : Chief Digital Channels Officer (CDCO) at BanBajío
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Insights For Selling To Roberto

During A Call Or A Meeting

DO's

  • Tell them that you are there to help them create visible impact within their organization
  • Ask them questions confidently while doing discovery, don’t be apologetic
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Avoid long winding pitches, stay objective
  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Roberto is

  • Conviction in the product matters to them, followed by proof points and strong testimonials.
  • Will you ever get a clear answer from Roberto

  • They may not be very forthcoming, but they will say no if needed.

Insights For Deal Planning

    How fast (or slow) will Roberto move?

  • Their decision making speed is somewhere in the middle.
  • Can Roberto take some risk or not?

  • They can take risks but after weighing up the pros and cons.

You And Roberto

Personality Compatibility


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