Entry-Level Branch Sales & Service Banker

Citi; New York (NY); On-site; USD 10,000 - 13,000; Full time

Job summary

Citi in Monterrey, Mexico seeks a Branch Personal Executive to support sales and service activities in coordination with the customer service team. The role focuses on building customer relationships, promoting products, and driving loyalty at the branch level.

You will attract and retain customers, promote accounts, credit cards, insurance, loans and investments; meet monthly sales goals while ensuring compliance and risk controls.

Qualifications

• 1-3 years of relevant experience.
• Experience in sales of financial products.
• Consistently demonstrates 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 account, 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.

Skills

Sales

Communication

Education

High School diploma or equivalent

Job description

Citi in Monterrey, Mexico seeks a Branch Personal Executive to support sales and service activities in coordination with the customer service team. The role focuses on building customer relationships, promoting products, and driving loyalty at the branch level.

You will attract and retain customers, promote accounts, credit cards, insurance, loans and investments; meet monthly sales goals while ensuring compliance and risk controls.