Branch Sales Associate - Financial Products

Citi Group; Nuevo Laredo; Presencial; MXN 201.000 - 268.000; Jornada completa

Descripción de la vacante

Citigroup is seeking an entry-level Branch Personal Executive to assist in sales and service activities, coordinating with the customer service team to foster relationships with customers and drive loyalty for individual consumer clients.

The role emphasizes attracting new customers, promoting financial products, achieving sales goals, and delivering an exceptional client experience while ensuring risk and compliance considerations are met.

Formación

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Clear and concise written and verbal communication skills.

Responsabilidades

• Attract and retain new customers and sell financial products.
• Promote and sell financial products such as account, credit cards, insurance, personal loans, investments; achieve monthly sales goals.
• Complete branch sales and 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.

Conocimientos

Sales experience

Financial product sales

Communication skills

Educación

High School diploma

Descripción del empleo

Citigroup is seeking an entry-level Branch Personal Executive to assist in sales and service activities, coordinating with the customer service team to foster relationships with customers and drive loyalty for individual consumer clients.

The role emphasizes attracting new customers, promoting financial products, achieving sales goals, and delivering an exceptional client experience while ensuring risk and compliance considerations are met.