Entry-Level Branch Sales Associate — Financial Products

Citi; Tampico; On-site; MXN 167,000 - 257,000; Full time

Job summary

Citi in Tampico, Tamaulipas, seeks a Branch Personal Executive at an entry level to assist in sales and customer service activities, working with the branch team to deepen client relationships and drive product adoption.

Responsibilities include attracting new customers, promoting financial products (accounts, credit cards, loans, insurance, investments), achieving monthly sales goals, and ensuring compliant, risk-aware operations while delivering an exceptional client experience.

Qualifications

• 1-3 years of relevant sales experience.
• Experience selling financial products.
• Clear written and verbal communication skills.

Responsibilities

• Attract and retain new customers and sell financial products.
• Promote and sell accounts, credit cards, insurance, loans, investments and other products; achieve monthly sales goals.
• Complete branch sales and/ or visit clients and previously prospected customers for sales.
• Complete customer retention and deliver an exceptional client experience.
• Appropriately assess risk when business decisions are made, ensuring compliance with laws, regulations and Citi policies.

Skills

Sales experience

Communication skills

Education

High School diploma or equivalent

Job description

Citi in Tampico, Tamaulipas, seeks a Branch Personal Executive at an entry level to assist in sales and customer service activities, working with the branch team to deepen client relationships and drive product adoption.

Responsibilities include attracting new customers, promoting financial products (accounts, credit cards, loans, insurance, investments), achieving monthly sales goals, and ensuring compliant, risk-aware operations while delivering an exceptional client experience.