Entry-Level Branch Sales Associate – Financial Products

Citi Group; Soledad de Graciano Sánchez; On-site; MXN 120,000 - 180,000; Full time

Job summary

The Branch Personal Executive is an entry level role responsible for supporting the execution of sales, products or service activities in coordination with the customer service team. The objective is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

You will attract and retain customers, promote financial products such as accounts, credit cards, insurance and loans, complete branch sales visits, and ensure a positive client experience

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; achieve monthly sales goals.
• Complete branch sales and visit clients and previously prospected customers for sales.
• Complete customer retention.
• Assess options and understand consequences when making decisions.
• Ensure exceptional client experience and comply with laws and Citi policies.

Skills

Sales of financial products

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

The Branch Personal Executive is an entry level role responsible for supporting the execution of sales, products or service activities in coordination with the customer service team. The objective is to foster relations with customers to build loyalty and help increase sales to individual consumer clients.

You will attract and retain customers, promote financial products such as accounts, credit cards, insurance and loans, complete branch sales visits, and ensure a positive client experience