Branch Banking Sales Associate - Grow Accounts & Loyalty

Citi Group; Río Bravo; On-site; MXN 167,000 - 257,000; Full time

Job summary

Citi Group is seeking an entry-level Branch Personal Executive in Mexico to support sales and customer service efforts. You will work with the customer service team to attract and retain clients, promoting a range of financial products and driving loyalty and sales growth.

The role emphasizes delivering an exceptional client experience, complying with risk controls, and working toward monthly sales targets within a branch setting.

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, personal loans, investments; achieve monthly sales goals.
• Complete branch sales and/or visit clients and previously prospected customers for sales.
• Complete customer retention.

Skills

Sales experience

Financial products sales

Communication skills

Education

High School diploma or equivalent

Job description

Citi Group is seeking an entry-level Branch Personal Executive in Mexico to support sales and customer service efforts. You will work with the customer service team to attract and retain clients, promoting a range of financial products and driving loyalty and sales growth.

The role emphasizes delivering an exceptional client experience, complying with risk controls, and working toward monthly sales targets within a branch setting.