Branch Personal Executive, Citi

Citi

Location:
Mexico, Querétaro City

Category:
Sales

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

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.

Job Responsibility:

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 employees and 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

Requirements:

1-3 years of relevant experience
experience in sales of financial products
consistently demonstrates clear and concise written and verbal communication skills

Additional Information:

Job Posted:
August 30, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Branch Personal Executive