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Citi Group Branch Personal Executive - C05 PUERTO VALLARTA 
Mexico, Mexico City 
600399621

25.06.2024

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.

Formación Académica: Bachillerato Concluido.

Consumer SalesBranch Sales


Time Type:

Full time

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