Entry-Level Banking Sales Associate – Grow Relationships

Citigroup; Cabo San Lucas; On-site; MXN 180,000 - 240,000; Full time

Job summary

Citigroup in Cabo San Lucas is seeking an entry level Branch Personal Executive to assist in executing sales, products or service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients.

You will attract and retain customers, promote financial products (accounts, credit cards, insurance, loans, investments), complete branch sales visits, and support customer retention while ensuring compliance and

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.
• 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

Job description

Citigroup in Cabo San Lucas is seeking an entry level Branch Personal Executive to assist in executing sales, products or service activities in coordination with the customer service team. The role aims to foster customer loyalty and help increase sales to individual consumer clients.

You will attract and retain customers, promote financial products (accounts, credit cards, insurance, loans, investments), complete branch sales visits, and support customer retention while ensuring compliance and