Entry-Level Banking Sales Specialist

Citigroup Inc.; Aguascalientes; On-site; MXN 180,000 - 300,000; Full time

Job summary

Citigroup Inc. in Mexico seeks an entry-level Branch Personal Executive to support sales of financial products and customer service activities within the branch.

The role focuses on attracting and retaining customers, promoting accounts, credit cards, loans, and investments, while ensuring an exceptional client experience and strict adherence to risk policies. This position reports to the Branch Sales team and offers growth opportunities through on-the-job training.

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 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 or equivalent

Job description

Citigroup Inc. in Mexico seeks an entry-level Branch Personal Executive to support sales of financial products and customer service activities within the branch.

The role focuses on attracting and retaining customers, promoting accounts, credit cards, loans, and investments, while ensuring an exceptional client experience and strict adherence to risk policies. This position reports to the Branch Sales team and offers growth opportunities through on-the-job training.