Entry-Level Financial Products Sales Associate

Citi; Guadalupe; Presencial; MXN 167.000 - 257.000; Jornada completa

Descripción de la vacante

Citi in Guadalupe, NL seeks an entry-level Branch Personal Executive to support sales and service activities in coordination with the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients.

Responsibilities include attracting and retaining customers, promoting financial products (accounts, credit cards, insurance, loans, investments), and delivering an exceptional client experience while adhering to risk and compliance expectations.

Formación

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates clear and concise written and verbal communication skills.

Responsabilidades

• 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.

Conocimientos

Sales of financial products

Communication skills

Written and verbal communication

Educación

High School diploma or equivalent

Descripción del empleo

Citi in Guadalupe, NL seeks an entry-level Branch Personal Executive to support sales and service activities in coordination with the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients.

Responsibilities include attracting and retaining customers, promoting financial products (accounts, credit cards, insurance, loans, investments), and delivering an exceptional client experience while adhering to risk and compliance expectations.