Branch Sales Associate: Launch Your Financial Career

Banamex; Región Centro; Presencial; MXN 120 000 - 180 000; Tempo integral

Resumo da oferta

Citi Mexico is seeking an entry-level Branch Personal Executive to assist in sales and service activities, coordinating with customer service teams. The role focuses on building customer relations to foster loyalty and grow sales to individual clients.

Responsibilities include attracting new customers, selling financial products, and maintaining strong client experiences while adhering to risk and compliance guidelines.

Qualificações

• 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 accounts, cards, loans, insurance, and investments; meet monthly goals.
• Perform branch sales and visit clients including prospected customers.
• Aim for high customer retention and satisfaction.
• Choose best action from defined options considering consequences.
• Provide exceptional client experience and meet metrics.
• Assess risk and ensure compliance with laws and bank policies.

Conhecimentos

Revenue from sales

Financial product sales

Communication skills

Formação académica

High School diploma

Descrição da oferta de emprego

Citi Mexico is seeking an entry-level Branch Personal Executive to assist in sales and service activities, coordinating with customer service teams. The role focuses on building customer relations to foster loyalty and grow sales to individual clients.

Responsibilities include attracting new customers, selling financial products, and maintaining strong client experiences while adhering to risk and compliance guidelines.