Branch Sales Associate – Financial Products

Citigroup Inc.; Tampico; On-site; MXN 180,000 - 260,000; Full time

Job summary

Citigroup Inc. in Tampico, Mexico is seeking an entry level Branch Personal Executive to support sales, service, and client relationships at the branch.

The role focuses on attracting customers, promoting financial products, and delivering an exceptional client experience in a busy retail banking environment. Responsibilities include selling accounts, credit cards, insurance, loans, and investments, achieving monthly targets, visiting clients, and maintaining strong customer retention while

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 visit clients and previously prospected customers for sales.
• Complete customer retention.
• Assess risk and ensure compliance with laws, company policies, and ethical standards.

Skills

Sales experience

Financial products

Communication skills

Customer service

Education

High School diploma

Job description

Citigroup Inc. in Tampico, Mexico is seeking an entry level Branch Personal Executive to support sales, service, and client relationships at the branch.

The role focuses on attracting customers, promoting financial products, and delivering an exceptional client experience in a busy retail banking environment. Responsibilities include selling accounts, credit cards, insurance, loans, and investments, achieving monthly targets, visiting clients, and maintaining strong customer retention while