BANAMEX // Distrito SLP // Banquero(a) Integral // Suc 0178 Rioverde, slp

Banamex; Rioverde; On-site; MXN 180,000 - 240,000; Full time

Job summary

Citi in Mexico is seeking an entry-level Branch Personal Executive to support sales and customer service activities in coordination with the customer service team.

The role aims to attract and retain customers and to sell financial products such as accounts, loans, and cards, while ensuring a superior client experience and meeting monthly goals.

Compliance, risk awareness and adherence to policies are essential in daily duties to protect clients and Citi's reputation.

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 and sell financial products such as accounts, credit cards, insurance, loans, investments, among other products; achieve monthly sales goals
• Complete branch sales and/or visit clients and prospected customers for sales
• Complete customer retention
• Assess options and actions, understanding consequences
• Provide exceptional client experience; measured by metrics
• Ensure risk considerations and compliance with laws and company policies.

Skills

Sales experience

Written & verbal communication

Financial products knowledge

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

Time Type

Full time

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.