Banamex Banquero Integral Río Bravo, Tamaulipas

Banamex; Río Bravo; On-site; MXN 240,000 - 300,000; Full time

Job summary

Banamex in Mexico is seeking an entry-level Branch Personal Executive to assist in selling financial products and delivering excellent customer service. You will attract new customers, promote accounts, credit cards, loans, insurance, and investments, and help achieve monthly sales goals. The role emphasizes risk awareness, compliance, and building customer loyalty through a positive service experience.

Qualifications

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

Responsibilities

• Attract and retain new customers and sell financial products.
• Promote and sell financial products (accounts, credit cards, insurance, loans, investments) and meet monthly goals.
• Complete branch sales activities and visit clients including prospected customers.
• Ensure customer retention and provide exceptional client experience.
• Assess risk in business decisions and ensure compliance with laws and Citi policies.

Skills

Sales

Customer service

Communication skills

Financial products

Education

High School diploma

Job description

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

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Job Family Group

Consumer Sales

Job Family

Branch Sales

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