Ejecutivo(a) de Banca y Ventas - Relación con Clientes

Citigroup Inc.; Ciudad Victoria; On-site; MXN 120,000 - 160,000; Full time

Job summary

Citi is seeking an entry-level Branch Personal Executive to assist in executing sales and service activities in coordination with the customer service team. The role focuses on building loyalty with customers and increasing sales to individual clients in the local branch.

Responsibilities include attracting new customers, promoting financial products, visiting clients, and ensuring exceptional client experiences while maintaining risk and compliance standards.

Qualifications

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates 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, among other products; achieve monthly sales goals.
• Complete branch sales and/or visit clients and prospected customers for sales.
• Complete customer retention.
• Assess options and actions to meet client needs while considering risk and compliance.

Skills

Sales experience

Communication skills

Customer service

Education

High School diploma

Job description

Citi is seeking an entry-level Branch Personal Executive to assist in executing sales and service activities in coordination with the customer service team. The role focuses on building loyalty with customers and increasing sales to individual clients in the local branch.

Responsibilities include attracting new customers, promoting financial products, visiting clients, and ensuring exceptional client experiences while maintaining risk and compliance standards.