Branch Personal Executive - Entry-Level Financial Sales

Citi Group; San Luis Potosí; On-site; MXN 180,000 - 260,000; Full time

Job summary

The Citi Branch Personal Executive is an entry level role supporting the sales and service teams to grow consumer business. You will help attract customers, promote banking products, and ensure a positive client experience in daily branch activities.

This position emphasizes relationship building, compliance, and teamwork as you learn to meet monthly sales goals while delivering excellent service in a dynamic retail banking environment.

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 prospected customers for sales.
• Complete customer retention.
• Select the best course of action from defined options, considering consequences.
• Fulfilling clients' necessities while providing an exceptional client experience and monitoring metrics.
• Assess risk in business decisions, ensuring compliance with laws, policies and safeguarding Citi and assets.

Skills

Sales experience

Communication skills

Financial products sales

Education

High School diploma or equivalent

Job description

The Citi Branch Personal Executive is an entry level role supporting the sales and service teams to grow consumer business. You will help attract customers, promote banking products, and ensure a positive client experience in daily branch activities.

This position emphasizes relationship building, compliance, and teamwork as you learn to meet monthly sales goals while delivering excellent service in a dynamic retail banking environment.