Asesor/a de Ventas Bancarias – Productos Financieros

Citibank (Switzerland) AG; Tampico; Presencial; MXN 120.000 - 180.000; Jornada completa

Descripción de la vacante

Citigroup's Banamex Norte Banquero Integral Suc 594 in Tampico, Tamaulipas, Mexico, is seeking an entry-level Branch Personal Executive to support sales and customer service teams.

The role focuses on attracting and retaining customers, promoting financial products, and delivering an exceptional client experience while maintaining risk controls and compliance. Requires 1–3 years of sales experience and a high school diploma.

Formación

• 1–3 years of relevant sales experience.
• Experience selling financial products.
• Excellent written and verbal communication.

Responsabilidades

• Attract and retain new customers and sell financial products.
• Promote and sell financial products such as accounts, credit cards, insurance, loans and investments; meet monthly sales goals.
• Conduct branch sales activities and visit clients, including prospected customers.
• Ensure high levels of customer retention.
• Assess risk and act in the firm's best interests, adhering to laws and policies.

Conocimientos

Sales experience

Communication skills

Financial products knowledge

Educación

High School diploma or equivalent

Descripción del empleo

Citigroup's Banamex Norte Banquero Integral Suc 594 in Tampico, Tamaulipas, Mexico, is seeking an entry-level Branch Personal Executive to support sales and customer service teams.

The role focuses on attracting and retaining customers, promoting financial products, and delivering an exceptional client experience while maintaining risk controls and compliance. Requires 1–3 years of sales experience and a high school diploma.