Banking Sales Pro: Grow Accounts & Client Loyalty

Citigroup; Ciudad Victoria; On-site; MXN 180,000 - 240,000; Full time

Job summary

Citigroup in Ciudad Victoria, Mexico, seeks an entry level Branch Personal Executive to assist in selling financial products and services in coordination with the customer service team. The role aims to foster customer relationships, drive loyalty, and help increase sales to individual consumer clients.

Responsibilities include attracting and retaining customers, promoting accounts, credit cards, insurance, loans and investments; executing branch sales and client visits; ensuring excellent

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 and investments; achieve monthly sales goals.
• Complete branch sales and/or visit clients and prospected customers for sales.
• Complete customer retention.
• Assess and select appropriate actions from defined options while understanding consequences.
• Deliver exceptional client experience and uphold risk and compliance standards.

Skills

Sales experience

Written and verbal communication

Customer service

Education

High School diploma or equivalent

Job description

Citigroup in Ciudad Victoria, Mexico, seeks an entry level Branch Personal Executive to assist in selling financial products and services in coordination with the customer service team. The role aims to foster customer relationships, drive loyalty, and help increase sales to individual consumer clients.

Responsibilities include attracting and retaining customers, promoting accounts, credit cards, insurance, loans and investments; executing branch sales and client visits; ensuring excellent