Ejecutivo de Ventas Bancarias - Inicio de Carrera

Banamex; Nueva Ciudad Guerrero; On-site; MXN 150,000 - 230,000; Full time

Job summary

The Citi branch in Mexico is seeking an entry-level Branch Personal Executive to support sales and customer service activities. You will assist in selling financial products and helping customers, with a focus on building loyalty and increasing branch sales.

Responsibilities include attracting and retaining customers, achieving monthly sales goals, and ensuring compliant, high-quality client experiences while collaborating with the customer service team.

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 accounts, 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
• Select the best course of action from a broad array of defined options, understanding the consequences of each
• Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
• 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 or equivalent

Job description

The Citi branch in Mexico is seeking an entry-level Branch Personal Executive to support sales and customer service activities. You will assist in selling financial products and helping customers, with a focus on building loyalty and increasing branch sales.

Responsibilities include attracting and retaining customers, achieving monthly sales goals, and ensuring compliant, high-quality client experiences while collaborating with the customer service team.