BANAMEX Especialista en Servicio y Apertura de Cuenta Nómina Queretaro

The Product Sales Analyst is a trainee professional role. Requires a good knowledge of the range of processes, procedures and systems to be used in carrying out assigned tasks and a basic understanding of the underlying concepts and principles upon which the job is based. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Makes evaluative judgements based on the analysis of factual information. They are expected to resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents. Must be able to exchange information in a concise and logical way as well as be sensitive to audience diversity. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own job.

Responsibilities:

• Communicate daily market update and trading strategic plan for clients and individual sales staff.
• Provide guidance to customers by identifying financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Communication on banking (FX, Insurance, etc) products through daily interactions.
• Enhance product knowledge and sales technique to branch colleagues on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Responsible for driving bankers to meet team goals.
• Strictly abide by the requirements of compliance & internal control on sales activities.
• Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
• 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:

• Previous banking experience preferred

Education:

• Bachelor’s/University degree or equivalent experience

Especialista en Servicio y Apertura de Cuentas de Nómina Querétaro

¿Te apasionan las ventas, el servicio al cliente y el contacto directo con las personas?

Únete a nuestro equipo y sé parte de una institución financiera líder, apoyando a miles de colaboradores a iniciar su experiencia bancaria mediante la apertura y activación de sus cuentas de nómina.

¿Cuál será tu misión?

Ejecutar el proceso de apertura, entrega, activación y vinculación de cuentas y tarjetas de nómina para colaboradores de empresas afiliadas, garantizando una experiencia excepcional, el cumplimiento regulatorio y la generación de oportunidades de negocio.

Principales responsabilidades

• Gestionar la apertura de cuentas de nómina para nuevos colaboradores.
• Realizar visitas a empresas y participar en campañas masivas de bancarización.
• Integrar y validar expedientes conforme a políticas internas y normatividad vigente.
• Entregar tarjetas de nómina y orientar a los clientes sobre sus beneficios.
• Apoyar en la activación de cuentas, banca digital y aplicaciones móviles.
• Dar seguimiento a incidencias relacionadas con aperturas y activaciones.
• Asegurar el cumplimiento de metas comerciales y de servicio.
• Garantizar el cumplimiento de procesos KYC, PLD y normatividad aplicable.

Requisitos

• Licenciatura Concluida (Deseable)
• Experiencia de 1 a 3 años en Ventas, Servicio al cliente, Productos financieros, Apertura de cuentas.
• Deseable experiencia en campañas de nómina o bancarización masiva.
• Conocimiento básico de productos bancarios.
• Disponibilidad para trabajo en campo y visitas a empresas (indispensable).
• Excelente Actitud Servicial, Trabajo en Equipo y Comunicación Efectiva (Indispensable)
• Manejo de herramientas digitales y aplicaciones móviles.

Competencias que buscamos

• Excelente actitud de servicio.
• Comunicación efectiva.
• Enfoque comercial y orientación a resultados.
• Negociación y persuasión.
• Organización y seguimiento.
• Atención al detalle.
• Adaptabilidad y trabajo en equipo.

Ofrecemos

• Sueldo competitivo.
• Prestaciones superiores a las de ley.

 Zona de trabajo: Querétaro

Horario: Tiempo completo (Disponibilidad abierta)

¡Postúlate y forma parte de un equipo que impulsa la inclusión financiera y genera experiencias de valor para nuestros clientes! 

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Job Family Group:

Consumer Sales

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Job Family:

Consumer Product Sales

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Time Type:

Full time

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Most Relevant Skills

Please see the requirements listed above.

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Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

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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.

 

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