Branch Sales & Customer Loyalty Specialist

Banamex; Altamira; On-site; MXN 134,000 - 201,000; Full time

Job summary

Citi is seeking an entry-level Branch Personal Executive to support the execution of sales, products and service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

You will attract and retain customers, promote accounts, credit cards, loans and investments, and achieve monthly sales goals while ensuring an exceptional client experience.

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
• 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

Job description

Citi is seeking an entry-level Branch Personal Executive to support the execution of sales, products and service activities in coordination with the customer service team. The goal is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.

You will attract and retain customers, promote accounts, credit cards, loans and investments, and achieve monthly sales goals while ensuring an exceptional client experience.