Branch Sales Pro: Grow Clients with Financial Solutions

Citi; New York (NY); On-site; USD 11,000 - 15,000; Full time

Job summary

Citi in Guadalupe, Nuevo León, Mexico, is seeking an entry-level Branch Personal Executive to support sales and service activities with the customer service team. The role focuses on building relationships with clients to foster loyalty and drive sales of financial products.

The position requires 1-3 years of relevant experience, strong communication, and the ability to work on-site within the branch environment.

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 visit clients and previously prospected customers for sales.
• Complete customer retention.
• Assess options and actions to meet client needs while complying with policy and risk controls.
• Deliver an exceptional client experience and drive responsible sales results.

Skills

Sales experience

Financial products

Communication skills

Education

High School diploma or equivalent

Job description

Citi in Guadalupe, Nuevo León, Mexico, is seeking an entry-level Branch Personal Executive to support sales and service activities with the customer service team. The role focuses on building relationships with clients to foster loyalty and drive sales of financial products.

The position requires 1-3 years of relevant experience, strong communication, and the ability to work on-site within the branch environment.