CrawlJobs Logo

Branch Personal Executive

https://www.citi.com/ Logo

Citi

Location Icon

Location:
Mexico , Tampico

Category Icon
Category:

Job Type Icon

Contract Type:
Employment contract

Salary Icon

Salary:

Not provided

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 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

Requirements:

  • 1-3 years of relevant experience
  • Experience in sales of financial products
  • Consistently demonstrates clear and concise written and verbal communication skills
What we offer:

Equal opportunity workplace environment

Additional Information:

Job Posted:
November 29, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Branch Personal Executive

Branch Manager

At Citizens, we’re focused on relationship-building and delivering exceptional c...
Location
Location
United States , Rocky Hill; West Hartford; Manchester; Middletown; Hartford
Salary
Salary:
85050.00 - 107415.00 USD / Year
citizensbank.com Logo
Citizens Bank
Expiration Date
February 27, 2026
Flip Icon
Requirements
Requirements
  • High School diploma or equivalent required
  • Leadership experience, with proven ability to coach and develop to drive sales excellence, ensure the delivery of world-class customer service, and operational integrity in a high-volume branch environment
  • 4 years sales management experience in Retail or Branch Banking environment
  • Successful record of managing objectives in meeting sales goals, deadlines and branch goals in a profit and loss environment
  • Drive an exceptional customer experience validated through customer satisfaction surveys
  • Maintain strong partnerships with community & civic organizations
  • Successful candidate must meet and comply with all requirements set forth in the SAFE Act, including, but not limited to successful completion of the required background checks and obtaining a unique identifier from the NMLS
Job Responsibility
Job Responsibility
  • Lead your team in exceeding customer expectations, nurturing relationships that drive long-term success
  • Spearhead branch performance, sales growth, and an outstanding colleague and customer experience
  • Create and sustain a strong customer-centric culture
  • Help your team achieve individual and collective performance and sales goals through innovative solutions
  • Showcase the seamless accessibility of mobile and online banking platforms to customers
  • Build a diverse talent pipeline, developing your colleagues to meet evolving business needs
  • Implement coaching plans that inspire your team to achieve personal and branch-wide goals
  • Communicate business priorities in a way that energizes and empowers your colleagues to execute with confidence
  • Combine financial acumen with strategic insights to guide decision-making and deliver results
  • Direct all colleague and sales activities to ensure key targets are not only met but exceeded
What we offer
What we offer
  • Comprehensive medical, dental and vision coverage
  • Retirement benefits
  • Maternity/paternity leave
  • Flexible work arrangements
  • Education reimbursement
  • Wellness programs
  • Paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States
  • Fulltime
Read More
Arrow Right

New Installation Regional Sales Leader

As a New Installation (NI) Regional Sales Leader, you will be responsible for gr...
Location
Location
United States , Lisle
Salary
Salary:
143250.00 - 200750.00 USD / Year
berettaclima.it Logo
Beretta Clima Italia
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • High School Diploma or GED
  • 7+ years of sales or management experience
  • Valid driver’s license
  • Ability to travel 30% domestically
Job Responsibility
Job Responsibility
  • Grow the new installation orders within the region by driving growth in underserved vertical markets
  • Guide and coach the New Installation Sales Managers and Branch Managers to achieve their team NI orders goals
  • Implement the North American sales initiatives by developing and driving long term, and short to medium term strategies
  • Implement processes and standards to improve team performance
  • Recruit, train, develop, and coach the NI sales and branch managers
  • Establish and maintain personal long-term customer relationships with large or important target customers
  • Work with the management teams to Identify and qualify new business development opportunities, M&A targets, and customers
  • Ensure that the sales teams are fully trained and driving full utilization of the ALC Field sales tools, processes and standards
  • Coordinate with the Regional Service Sales leader to pull through service on all new installation orders
  • Ensure that the sales leaders are establishing and driving account management initiatives
What we offer
What we offer
  • Health Care benefits: Medical, Dental, Vision
  • wellness incentives
  • Retirement benefits
  • Paid vacation days, up to 15 days
  • paid sick days, up to 5 days
  • paid personal leave, up to 5 days
  • paid holidays, up to 13 days
  • birth and adoption leave
  • parental leave
  • family and medical leave
  • Fulltime
Read More
Arrow Right

Cash and Trade Operations - AVP

The Cash and Trade Proc Sr Analyst is an intermediate level role responsible for...
Location
Location
Bangladesh , Dhaka
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10-12 years of experience in a related role within cash and trade operations and management
  • Proven ability to lead and manage multiple branches effectively
  • Strong understanding of regulatory compliance, risk management, and ethical practices within financial services
  • Excellent verbal, written, and analytical communication skills
  • Demonstrated ability to drive productivity, efficiency, and innovation
  • Bachelor’s/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Manage and oversee the execution of all branch operations, ensuring compliance with internal policies and external regulations
  • Ensure timely and error-free processing of transactions and maintain a stable service delivery
  • Drive superior client experience and maintain high service quality standards
  • Lead the development and implementation of strategic decisions related to branch Operations
  • Manage performance, provide guidance, and foster the development of direct reports and team members
  • Contribute to planning, budget management, and the formulation of operational procedures
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding 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
  • Fulltime
Read More
Arrow Right

Cash and Trade Proc Sr Analyst

The Cash and Trade Proc Sr Analyst is an intermediate level role responsible for...
Location
Location
Bangladesh , Dhaka
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10-12 years of experience in a related role within cash and trade operations and management
  • Proven ability to lead and manage multiple branches effectively
  • Strong understanding of regulatory compliance, risk management, and ethical practices within financial services
  • Excellent verbal, written, and analytical communication skills
  • Demonstrated ability to drive productivity, efficiency, and innovation
  • Bachelor’s/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Manage and oversee the execution of all branch operations, ensuring compliance with internal policies and external regulations
  • Ensure timely and error-free processing of transactions and maintain a stable service delivery
  • Drive superior client experience and maintain high service quality standards
  • Lead the development and implementation of strategic decisions related to branch Operations
  • Manage performance, provide guidance, and foster the development of direct reports and team members
  • Contribute to planning, budget management, and the formulation of operational procedures
  • Appropriately assess risk when business decisions are made, demonstrating consideration for the firm's reputation and safeguarding 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
  • Fulltime
Read More
Arrow Right

Gen AI - Senior Developer

We’re looking for a GenAI senior Developer to design, build, and deploy intellig...
Location
Location
Romania , Brașov
Salary
Salary:
Not provided
zegasoftware.com Logo
ZegaSoftware
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Develop scalable, asynchronous microservices using Python (FastAPI) for chatbots, copilots, and agentic workflows
  • Design event-driven architectures to support high concurrency, rate limiting, and real-time responsiveness
  • Implement secure, versioned REST/gRPC APIs
  • Use Pydantic, dependency injection, and modular coding practices for maintainability
  • Proficient in working with databases using ORMs like SQLAlchemy
  • Ensure observability using logging, metrics, tracing, and health checks
  • Create responsive React.js frontends integrated via REST APIs or WebSockets
  • Deploy applications on Cloud Run, GKE, using Docker, Artifact registry, CI/CD pipelines
  • Design and build LLM-powered chatbots, voicebots, copilots and other applications using LangChain or custom orchestration frameworks
  • Integrate enterprise-grade LLM APIs (Gemini, OpenAI, Claude) for multi-turn, intelligent interactions
  • Fulltime
Read More
Arrow Right

Operations Manager

This position will oversee and manage the daily operations and administrative fu...
Location
Location
United States , Albuquerque
Salary
Salary:
Not provided
arcadiahomecare.com Logo
Arcadia Home Care and Staffing - an Addus family company
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree preferred
  • 3 -5 years’ experience in health care
  • some experience in home care, home health, or private duty is preferred
  • 2+ years of supervisory/management experience
  • Demonstrated ability to drive census/revenue growth and develop business
  • Experience conducting training sessions, and/or meetings with administrative and direct service staff in group settings or individually
  • Computer proficiency – MS Office and HRIS
  • Organizational skills and ability to meet deadlines in a fast paced environment
  • Must have valid driver license, auto insurance, reliable personal vehicle, and ability to travel to the branch’s service area
Job Responsibility
Job Responsibility
  • Provides oversight to ensure the branch is operating in compliance with all company and contractual requirements
  • Assists in census and revenue growth by executing effective service delivery of care plans
  • Helps recruitment, orientation, training and retention of branch and office support staff
  • Provides direction and guidance to branch and administrative employees to ensure workers compensation, and unemployment claims are reported and handled appropriately
  • Facilitates team meetings as needed
  • Evaluates skills of the administrative staff annually and conduct additional training and counseling as needed
  • Maintains relationships with all referral sources and conduct community outreach and/or attend employee recruitment events
  • Develops and executes processes to ensure clients are receiving services as authorized
  • Prepares and presents weekly/monthly progress reports to Agency Director and Regional Director
  • Troubleshoots and resolve customers’ concerns and grievances
What we offer
What we offer
  • Medical, Dental and Vision Benefits
  • Continued Education
  • Quarterly Bonus
  • Annual Bonus
  • PTO Plan
  • Retirement Planning
  • Life Insurance
  • Employee discounts
  • Fulltime
Read More
Arrow Right

Senior Development Underwriter – PI

Our client is seeking a candidate who has a deep understanding of the Profession...
Location
Location
United Kingdom , York; Manchester; Glasgow
Salary
Salary:
80000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A strong grasp of Professional Indemnity and the ability to underwrite larger, more intricate risks effectively
  • Comprehensive understanding of the insurance market, industry dynamics, competitors, brokers, and factors influencing market conditions, including soft/hard markets
  • Preferably ACII qualified or possessing relevant experience that exempts from ACII through FCA guidelines
  • Outstanding skills in relationship management and sales
  • Takes the lead on underwriting and sales visits to major clients and prospects
  • Serves as the primary referral point for larger, more complex cases
  • Provides coaching and mentorship to less experienced underwriters, focusing on enhancing their underwriting and sales abilities
Job Responsibility
Job Responsibility
  • Establishing yourself as a respected underwriter in the region, building strong relationships with brokers
  • Championing PI in the Northern Region, including providing necessary training to local underwriters and brokers
  • Coaching less experienced underwriters to enhance their product knowledge and sales skills
  • Consistently underwriting larger, complex cases profitably
  • Leading the development and execution of the local underwriting strategy alongside Branch and Regional Underwriting Managers
  • Taking the lead on underwriting complex risks in your specialised area
  • Conducting underwriting and sales visits to larger clients and prospects
  • Ensuring the region meets retention rate targets by personally handling some cases
  • Increasing submission and conversion rates through targeted client prospecting
  • Keeping abreast of market shifts and new product launches to stay competitive
What we offer
What we offer
  • Bonus
  • Fulltime
Read More
Arrow Right

Senior Development Underwriter – PI

Our client is seeking a candidate who has a deep understanding of the Profession...
Location
Location
United Kingdom , Glasgow; Manchester; York
Salary
Salary:
80000.00 GBP / Year
https://www.lawesrecruitment.co.uk Logo
Lawes Consulting Group
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • A strong grasp of Professional Indemnity and the ability to underwrite larger, more intricate risks effectively
  • Comprehensive understanding of the insurance market, industry dynamics, competitors, brokers, and factors influencing market conditions, including soft/hard markets
  • Preferably ACII qualified or possessing relevant experience that exempts from ACII through FCA guidelines
  • Outstanding skills in relationship management and sales
  • Takes the lead on underwriting and sales visits to major clients and prospects
  • Serves as the primary referral point for larger, more complex cases
  • Provides coaching and mentorship to less experienced underwriters, focusing on enhancing their underwriting and sales abilities
Job Responsibility
Job Responsibility
  • Establishing yourself as a respected underwriter in the region, building strong relationships with brokers
  • Championing PI in the Northern Region, including providing necessary training to local underwriters and brokers
  • Coaching less experienced underwriters to enhance their product knowledge and sales skills
  • Consistently underwriting larger, complex cases profitably
  • Leading the development and execution of the local underwriting strategy alongside Branch and Regional Underwriting Managers
  • Taking the lead on underwriting complex risks in your specialised area
  • Conducting underwriting and sales visits to larger clients and prospects
  • Ensuring the region meets retention rate targets by personally handling some cases
  • Increasing submission and conversion rates through targeted client prospecting
  • Keeping abreast of market shifts and new product launches to stay competitive
What we offer
What we offer
  • Bonus
  • Fulltime
Read More
Arrow Right