Branch Financial Sales Associate

Banamex; Región Centro; On-site; MXN 180,000 - 300,000; Full time

Job summary

Citi in Mexico offers an entry-level Branch Personal Executive role within its consumer sales team. The position focuses on assisting sales activities and coordinating with customer service to foster customer loyalty and grow sales to individual clients.

The role supports attracting new customers, promoting accounts, credit cards, insurance, and loans, while maintaining high service standards and adherence to risk and compliance requirements.

Qualifications

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates 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 and loans; achieve monthly sales goals.
• Complete branch sales and/or visit clients and prospected customers for sales.
• Complete customer retention.
• Assess options and choose actions considering consequences and risk.
• Deliver exceptional client experience and meet metrics expectations.
• Ensure compliance with laws, regulations and company policy; escalate and report control issues.

Skills

Sales experience

Communication skills

Financial product knowledge

Education

High School diploma

Job description

Citi in Mexico offers an entry-level Branch Personal Executive role within its consumer sales team. The position focuses on assisting sales activities and coordinating with customer service to foster customer loyalty and grow sales to individual clients.

The role supports attracting new customers, promoting accounts, credit cards, insurance, and loans, while maintaining high service standards and adherence to risk and compliance requirements.