BANAMEX BANQUERO INTEGRAL ZONA NORTE

Citigroup Inc.; Región Centro; On-site; MXN 180,000 - 240,000; Full time

Job summary

Citigroup Inc. is hiring an entry level Branch Personal Executive to assist in executing sales and service activities, coordinating with the customer service team to foster customer relations and loyalty.

You'll attract customers, promote financial products, and participate in branch sales, with a focus on delivering an exceptional client experience and maintaining compliance.

Qualifications

• Experience in sales of financial products.
• Clear and concise written and verbal communication.
• Customer service mindset.

Responsibilities

• Attract and retain new customers and sell financial products.
• Promote and sell accounts, credit cards, insurance, loans, and investments; hit monthly sales goals.
• Complete branch sales activity and visit clients or prospected customers.
• Ensure customer retention and exceptional service.
• Assess risk in business decisions and support regulatory compliance.

Skills

Sales of financial products

Customer service

Written and verbal communication

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

Job Family Group

Consumer Sales

Job Family

Branch Sales

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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