Banamex Banquero Integral Zona Norte

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Región Centro; On-site; MXN 180,000 - 240,000; Full time

Job summary

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex seeks an entry level Branch Personal Executive to support execution of sales, products and services in coordination with the customer service team. The role focuses on fostering customer relationships to build loyalty and help increase sales to individual consumer clients.

The position involves attracting new customers, promoting financial products, and achieving monthly sales goals while ensuring a high-quality client

Qualifications

• 1-3 years of relevant experience in financial product sales.
• Experience in sales of 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 such as accounts, credit cards, insurance, personal loans.
• Achieve monthly sales goals.
• Complete branch sales and/or visit clients and prospected customers for sales.
• Provide exceptional client experience and maintain risk/compliance.

Skills

Sales experience

Financial products sales

Communication skills

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.

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Job Family Group

Consumer Sales

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Job Family

Branch Sales

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Time Type

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

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

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