Bancario Integral: Ventas Financieras y Gestión de Clientes

Citibank (Switzerland) AG; Cabo San Lucas; Híbrido; MXN 180 000 - 240 000; Tempo integral

Resumo da oferta

BANAMEX BANQUERO INTEGRAL SUC 0470 CABO SAN LUCAS, located in Cabo San Lucas, is seeking an entry-level Branch Personal Executive to support sales, customer service, and relationship building with individual clients. The role focuses on attracting new customers and selling a range of financial products, while delivering an exceptional client experience.

Requirements include a high school diploma and 1–3 years in sales of financial products.

Qualificações

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Clear and concise written and verbal communication skills.

Responsabilidades

• Attract and retain new customers and sell financial products.
• Promote and sell financial products such as accounts, credit cards, insurance, personal loans, investments; meet monthly sales goals.
• Visit clients and previously prospected customers for sales.
• Complete customer retention activities.
• Assess risk and ensure compliance with laws, rules and regulations; protect Citigroup's assets.

Conhecimentos

Sales of financial products

Customer service

Written and verbal communication

Formação académica

High School diploma or equivalent

Descrição da oferta de emprego

BANAMEX BANQUERO INTEGRAL SUC 0470 CABO SAN LUCAS, located in Cabo San Lucas, is seeking an entry-level Branch Personal Executive to support sales, customer service, and relationship building with individual clients. The role focuses on attracting new customers and selling a range of financial products, while delivering an exceptional client experience.

Requirements include a high school diploma and 1–3 years in sales of financial products.