Entry-Level Financial Services Sales Associate

Citigroup Inc.; San Nicolás de los Garza; Presencial; MXN 180.000 - 240.000; Jornada completa

Descripción de la vacante

Citigroup Inc. is seeking an entry-level Branch Personal Executive to support sales, service activities and customer relationship building at the branch level in Nuevo León, Mexico.

You will assist in promoting financial products and maintaining strong client experiences to drive loyalty and sales growth. The role emphasizes adherence to risk controls, compliance with laws and Citi policies, and collaboration with the customer service team to meet monthly targets.

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 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.
• 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

Customer communication

Relationship building

Educación

High School diploma or equivalent

Descripción del empleo

Citigroup Inc. is seeking an entry-level Branch Personal Executive to support sales, service activities and customer relationship building at the branch level in Nuevo León, Mexico.

You will assist in promoting financial products and maintaining strong client experiences to drive loyalty and sales growth. The role emphasizes adherence to risk controls, compliance with laws and Citi policies, and collaboration with the customer service team to meet monthly targets.