Banamex Banquero Lopez De Lara, Nuevo Laredo Tamps.

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Nuevo Laredo; On-site; MXN 67,000 - 112,000; Full time

Job summary

Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex in Nuevo Laredo is seeking an entry-level Branch Personal Executive to support sales and customer service teams, helping to grow loyalty and drive product uptake.

You will attract new customers, promote accounts, cards, loans, and other financial products, handle client visits, and ensure an exceptional experience while adhering to risk and compliance standards.

Qualifications

• 1–3 years of relevant experience in sales
• 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 such as accounts, credit cards, insurance, personal loans, investments; 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 defined options and understand consequences
• Fulfilling clients’ necessities with an exceptional client experience and metrics
• Assess risk when decisions are made, ensuring compliance and ethical conduct

Skills

Sales experience

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.

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.