Branch Sales Dynamo - Banking Associate

Citi; Cabo San Lucas; On-site; MXN 167,000 - 234,000; Full time

Job summary

Citi seeks an entry-level Branch Personal Executive in Cabo San Lucas to support sales and service activities, working with the customer service team to build customer loyalty and drive sales. The role focuses on attracting new customers and selling a range of financial products while ensuring an excellent client experience and maintaining compliance and risk awareness.

In this position you will collaborate with branch teams to meet monthly targets, visit clients, and participate in retention

Qualifications

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates clear and concise written and verbal communication.

Responsibilities

• Attract and retain new customers and sell financial products.
• Promote and sell financial products such as accounts, credit cards, insurance, loans, investments; meet monthly sales goals.
• Complete branch sales and visit clients for sales.
• Complete customer retention activities.
• Choose best course of action from defined options, understanding consequences.
• Meet client needs while delivering an exceptional client experience and be measured by metrics.
• Assess risk with business decisions, ensuring compliance with laws, policies and controls.

Skills

Sales of financial products

Written and verbal communication

Education

High School diploma or equivalent

Job description

Citi seeks an entry-level Branch Personal Executive in Cabo San Lucas to support sales and service activities, working with the customer service team to build customer loyalty and drive sales. The role focuses on attracting new customers and selling a range of financial products while ensuring an excellent client experience and maintaining compliance and risk awareness.

In this position you will collaborate with branch teams to meet monthly targets, visit clients, and participate in retention