Role at a glance
- Job function
-
Sales Financial Services & Insurance Sales
- Salary
- Not Disclosed
- Location
- Ciudad Victoria Tamaulipas Mexico
- Work arrangement
- On-site
- Employment
- Full-time
- Experience
- 1-3 years of relevant experience
- Education
- High School diploma or equivalent
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We’ll check it against the original posting.
Role Summary
The Branch Personal Executive supports sales and service activities for individual consumer clients, with the goal of building customer loyalty and increasing sales. The role involves promoting financial products and maintaining customer relationships through branch sales and client visits.
What You'll Do
- Attract and retain customers and sell financial products, including accounts, credit cards, insurance, personal loans, and investments.
- Work toward monthly sales goals and complete branch sales or visit clients and previously prospected customers.
- Carry out customer-retention activities and provide a strong client experience.
- Assess business risks, follow applicable laws and company policies, and escalate, manage, and report control issues.
Generated from the employer's posting. Verify important details before applying.
View full postingQualifications
Relevant experience in sales of financial products; clear and concise written and verbal communication skills.
Required
- Experience in sales of financial products
- Clear and concise written and verbal communication skills
- High School diploma or equivalent
Original job description
Content provided by the employer
Original job description
Content provided by the employer
The Branch Personal Executive is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty and to help increase sales to individual consumer clients.
Responsibilities:
- 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.
Qualifications:
- 1-3 years of relevant experience
- Experience in sales of financial products
- Consistently demonstrates clear and concise written and verbal communication skills
Education:
- High School diploma or equivalent
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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Job Family Group:
Consumer Sales------------------------------------------------------
Job Family:
Branch Sales------------------------------------------------------
Time Type:
Full time------------------------------------------------------
Most Relevant Skills
Please see the requirements listed above.------------------------------------------------------
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.------------------------------------------------------
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster.
About the company
Citi
Large Enterprise
Citi is a global financial services corporation that offers a wide range of financial products and services, including consumer banking, credit, investment banking, and wealth management. With a presence in nearly 100 countries, Citi serves millions of customers, from individuals and small businesses to large corporations and governments. The company is dedicated to innovation and sustainability, actively working to support economic growth while addressing environmental and social challenges. Citi’s commitment to providing exceptional service and fostering diverse talent makes it a prominent choice for students aspiring to build a career in finance and banking.