Entry-Level Branch Sales & Client Relations

Citigroup Inc.; Tampico; Presencial; MXN 180 000 - 240 000; Tempo integral

Resumo da oferta

Citigroup Inc. in Tampico seeks a Branch Personal Executive to assist in executing sales and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help grow sales to individual clients.

You will attract and retain customers, promote financial products such as accounts and loans, visit clients, and ensure a high-quality client experience while adhering to risk and regulatory standards.

Qualificações

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

Responsabilidades

• Attract and retain new customers and sell financial products.
• Promote financial products (accounts, cards, loans, insurance, investments) and meet monthly goals.
• Complete branch sales and visit pre-prospected customers.
• Conduct customer retention activities.
• Choose best course of action from defined options.
• Deliver an exceptional client experience measured by specific metrics.
• Assess risk and drive compliance with laws and policies.

Conhecimentos

Sales experience

Financial product sales

Written and verbal communication

Formação académica

High School diploma or equivalent

Descrição da oferta de emprego

Citigroup Inc. in Tampico seeks a Branch Personal Executive to assist in executing sales and service activities in coordination with the customer service team. The role aims to foster customer loyalty and help grow sales to individual clients.

You will attract and retain customers, promote financial products such as accounts and loans, visit clients, and ensure a high-quality client experience while adhering to risk and regulatory standards.