Entry-Level Branch Sales & Customer Loyalty Specialist

Citigroup; Tamaulipas; On-site; MXN 180,000 - 240,000; Full time

Job summary

Citigroup in Tamaulipas seeks an entry level Branch Personal Executive to assist in selling financial products and delivering excellent customer service in coordination with the customer service team.

You will help attract new customers, promote accounts, cards, loans, and investments, and support sales targets while maintaining compliance and a strong focus on client relationships and loyalty.

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/or visit clients and previously prospected customers for sales
• Complete customer retention
• Assess best course of action from options and understand consequences
• Provide exceptional client experience and drive compliance with laws and Citi policies.

Skills

Sales experience

Communication skills

Education

High School diploma

Job description

Citigroup in Tamaulipas seeks an entry level Branch Personal Executive to assist in selling financial products and delivering excellent customer service in coordination with the customer service team.

You will help attract new customers, promote accounts, cards, loans, and investments, and support sales targets while maintaining compliance and a strong focus on client relationships and loyalty.