Banamex Norte Distrito Monterrey Oriente Banquero Integral Suc 4533 Andenes

Citi; Monterrey; On-site; MXN 180,000 - 260,000; Full time

Benefits offered by this job

Health benefits

Job summary

Citi in Mexico seeks an entry-level Branch Personal Executive to support sales and customer service initiatives, helping grow loyalty and drive sales to individual consumer clients.

You will assist in selling financial products, servicing customers, and maintaining strong relationships while upholding Citi's standards of risk management and compliance.

Qualifications

• 1–3 years of relevant sales experience.
• Experience selling financial products.
• Clear 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; achieve monthly sales goals.
• Complete branch sales and visit clients and prospected customers for sales.
• Complete customer retention.
• Choose best action from a defined set of options, understanding consequences.
• Deliver exceptional client experience; measured by specific metrics.
• Assess risk in business decisions and ensure compliance with laws and Citi policies.

Skills

Sales experience

Written communication

Verbal communication

Education

High School diploma or equivalent

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.

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.