Banamex Banquero Integral Distrito Santa Fe

Citigroup Inc.; Huixquilucan de Degollado; Sur place; MXN 150 000 - 210 000; Plein temps

Résumé du poste

Citigroup Inc. in Mexico is seeking an entry-level Branch Personal Executive to support the execution of sales, products and service activities in coordination with the customer service team.

You will attract and retain new customers, promote financial products such as accounts, credit cards, insurance and loans, and achieve monthly sales goals while delivering an exceptional client experience and maintaining risk controls.

Qualifications

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

Responsabilités

• Attract and retain new customers and sell financial products
• Promote and sell financial products such as accounts, credit cards, insurance, personal loans and investments; achieve monthly sales goals
• Complete branch sales and/or visit clients and prospected customers for sales
• Complete customer retention
• Assess risk and ensure compliance in business decisions and operations

Connaissances

Sales of financial products

Customer service

Written and verbal communication

Formation

High School diploma or equivalent

Description du poste

The Branch Personal Executive is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

Responsibilities:

• Attract and retain new customers and sell financial products
• Promote and sell financial products such as account, credit cards, insurance, personal loans, investments, among other products; achieve monthly sales goals
• Complete branch sales and/ or visit clients and previously prospected customers for sales
• Complete customer retention
• Select the best course of action from a broad array of defined options, understanding the consequences of each
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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.

Qualifications:

• 1-3 years of relevant experience
• Experience in sales of financial products
• Consistently demonstrates clear and concise written and verbal communication skills

Education:

• High School diploma or equivalent

Job Family Group:

Consumer Sales

Job Family:

Branch Sales

Time Type:

Full time

Most Relevant Skills:

• Please see the requirements listed above.

Other Relevant Skills:

• For complementary skills, please see above and/or contact the recruiter.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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