BANAMEX BANQUERO INTEGRAL ZONA NORTE

Banamex; Región Centro; On-site; MXN 120,000 - 180,000; Full time

Job summary

Citi Mexico is seeking an entry-level Branch Personal Executive to assist in sales and service activities, coordinating with customer service teams. The role focuses on building customer relations to foster loyalty and grow sales to individual clients.

Responsibilities include attracting new customers, selling financial products, and maintaining strong client experiences while adhering to risk and compliance guidelines.

Qualifications

• 1-3 years of relevant experience.
• 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 accounts, cards, loans, insurance, and investments; meet monthly goals.
• Perform branch sales and visit clients including prospected customers.
• Aim for high customer retention and satisfaction.
• Choose best action from defined options considering consequences.
• Provide exceptional client experience and meet metrics.
• Assess risk and ensure compliance with laws and bank policies.

Skills

Revenue from sales

Financial product 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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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.