Branch Sales Associate: Grow Clients & Sell Fin Products

Citi; El Pueblito; On-site; MXN 180,000 - 240,000; Full time

Job summary

The Citi branch in Mexico is seeking an entry level Branch Personal Executive to support sales, customer service and loyalty initiatives. You will collaborate with the sales team to promote financial products and deliver an exceptional client experience.

Responsibilities include attracting new customers, promoting accounts, cards, loans and investments; completing branch sales, visiting clients, and maintaining strong relationships while ensuring compliance and risk awareness in daily activities.

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 accounts, credit cards, insurance, loans and investments.
• Complete branch sales and visit clients for sales.
• Maintain customer retention and experience.
• Assess risk and ensure regulatory compliance in decisions.

Skills

Sales experience

Financial products

Communication skills

Education

High School

Job description

The Citi branch in Mexico is seeking an entry level Branch Personal Executive to support sales, customer service and loyalty initiatives. You will collaborate with the sales team to promote financial products and deliver an exceptional client experience.

Responsibilities include attracting new customers, promoting accounts, cards, loans and investments; completing branch sales, visiting clients, and maintaining strong relationships while ensuring compliance and risk awareness in daily activities.