Asesor de Ventas Bancarias – Crecimiento y Lealtad

Banamex; Rioverde; Presencial; MXN 180.000 - 240.000; Jornada completa

Descripción de la vacante

Citi in Mexico is seeking an entry-level Branch Personal Executive to support sales and customer service activities in coordination with the customer service team.

The role aims to attract and retain customers and to sell financial products such as accounts, loans, and cards, while ensuring a superior client experience and meeting monthly goals.

Compliance, risk awareness and adherence to policies are essential in daily duties to protect clients and Citi's reputation.

Formación

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Clear and concise written and verbal communication skills.

Responsabilidades

• Attract and retain new customers and sell financial products
• Promote and sell financial products such as accounts, credit cards, insurance, loans, investments, among other products; achieve monthly sales goals
• Complete branch sales and/or visit clients and prospected customers for sales
• Complete customer retention
• Assess options and actions, understanding consequences
• Provide exceptional client experience; measured by metrics
• Ensure risk considerations and compliance with laws and company policies.

Conocimientos

Sales experience

Written & verbal communication

Financial products knowledge

Educación

High School diploma

Descripción del empleo

Citi in Mexico is seeking an entry-level Branch Personal Executive to support sales and customer service activities in coordination with the customer service team.

The role aims to attract and retain customers and to sell financial products such as accounts, loans, and cards, while ensuring a superior client experience and meeting monthly goals.

Compliance, risk awareness and adherence to policies are essential in daily duties to protect clients and Citi's reputation.