BANAMEX BANQUERO INTEGRAL ZONA NORTE

Citigroup; Región Centro; Sur place; MXN 180 000 - 240 000; Plein temps

Résumé du poste

Citigroup Mexico is seeking an entry-level Branch Personal Executive to support sales, products and services in coordination with the customer service team. The role aims to build loyalty with individual consumer clients and help increase sales at the branch.

You will attract and retain customers, promote financial products such as accounts, credit cards, insurance, loans and investments; conduct visits to prospects; ensure exceptional client experience and maintain risk controls in line with

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 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.
• 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.

Connaissances

Sales experience

Financial products sales

Communication skills

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

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

------------------------------------------------------

**Time Type:**

------------------------------------------------------

**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._

_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._

_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster.

Citi is an equal opportunity and affirmative action employer.

Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.