Banquero Integral: Impulsa Ventas y Relación con Clientes

Citi; New York (NY); On-site; USD 11,000 - 17,000; Full time

Job summary

Citi in Tampico, Mexico, is seeking an entry-level Branch Personal Executive to support sales and client service. You will work with the customer service team to promote accounts, credit cards, loans, and other financial products, with a goal of building loyalty and growing seller relationships.

The role emphasizes prospecting new customers, visiting clients, retaining accounts, and adhering to risk and compliance standards.

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.
• Select the best course of action from defined options while understanding consequences.
• Fulfilling clients' necessities while providing an exceptional client experience and measurable results.
• Assess risk in business decisions and ensure compliance with laws and Citi policies.

Skills

Sales experience

Communication skills

Customer service

Education

High School diploma or equivalent

Job description

Citi in Tampico, Mexico, is seeking an entry-level Branch Personal Executive to support sales and client service. You will work with the customer service team to promote accounts, credit cards, loans, and other financial products, with a goal of building loyalty and growing seller relationships.

The role emphasizes prospecting new customers, visiting clients, retaining accounts, and adhering to risk and compliance standards.