Banamex Banquero Integral en Distrito GDL Norte

Citigroup Inc.; Región Centro; Sur place; MXN 180 000 - 280 000; Plein temps

Résumé du poste

Citigroup Inc. in Mexico is seeking an entry-level Branch Personal Executive to assist in executing sales, products, or service activities in coordination with the customer service team.

The goal is to foster customer relations, build loyalty, and help increase sales to individual consumer clients. The role involves attracting and retaining new customers, promoting accounts and other financial products, visiting clients, and delivering an exceptional client experience while adhering to risk and

Qualifications

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates 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, investments; achieve monthly sales goals.
• Complete branch sales and/or visit clients and prospected customers for sales.
• Complete customer retention.
• Select the best course of action from defined options and understand consequences.
• Fulfilling clients' necessities while providing an exceptional client experience measured by metrics.
• Assess risk in business decisions, safeguard Citi's reputation, and escalate concerns with transparency.

Connaissances

Sales of financial products

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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