Asesor de Cuentas Nómina y Servicios Bancarios

Citigroup Inc.; Región Centro; Hybrid; MXN 320,000 - 420,000; Full time

Job summary

Citigroup Inc. is seeking a Product Sales Analyst in Mexico to provide daily market updates and guidance to clients and sales staff, while identifying financial gaps and introducing suitable products. The role emphasizes banking product knowledge, compliance, and customer service to drive branch performance.

The trainee professional will interact with branch managers, support sales goals, and ensure risk and regulatory requirements are met in every client interaction.

Qualifications

• Previous banking experience preferred.
• Education: Bachelor’s/University degree or equivalent experience.
• 100% disponibilidad para viajar.
• Gusto por el servicio al cliente.

Responsibilities

• Communicate daily market update and trading strategic plan for clients and individual sales staff.
• Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Communication on banking (FX, Insurance, etc) products through daily interactions.
• Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Responsible for driving bankers to meet team goals.
• Strictly abide by the requirements of compliance & internal control on sales activities.
• Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Customer service

Communication

Education

Bachelor's degree or equivalent experience

Job description

Citigroup Inc. is seeking a Product Sales Analyst in Mexico to provide daily market updates and guidance to clients and sales staff, while identifying financial gaps and introducing suitable products. The role emphasizes banking product knowledge, compliance, and customer service to drive branch performance.

The trainee professional will interact with branch managers, support sales goals, and ensure risk and regulatory requirements are met in every client interaction.