Branch Sales Associate - Entry-Level Finance Products

09516 Banco Nacional De Mexico, S.A., Integrante Del Grupo Financiero Banamex; Rioverde; On-site; MXN 180,000 - 240,000; Full time

Job summary

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking an entry-level Branch Personal Executive to assist in delivering sales, products, and services in coordination with the customer service team. The goal is to foster customer relationships and drive loyalty while helping increase sales to individual consumer clients.

The role emphasizes attracting and retaining customers, promoting financial products, and providing an exceptional client experience, with performance

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 account, credit cards, insurance, personal loans, investments, among other products; achieve monthly sales goals
• Complete branch sales and/ or visit clients and previously prospected customers for sales
• Complete customer retention
• Select the best course of action from a broad array of defined options, understanding the consequences of each
• Fulfilling the clients’ necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills

Sales experience

Communication skills

Education

High School diploma or equivalent

Job description

Banco Nacional de Mexico, S.A., Integrante Del Grupo Financiero Banamex is seeking an entry-level Branch Personal Executive to assist in delivering sales, products, and services in coordination with the customer service team. The goal is to foster customer relationships and drive loyalty while helping increase sales to individual consumer clients.

The role emphasizes attracting and retaining customers, promoting financial products, and providing an exceptional client experience, with performance