Personal banker, Citi

Personal banker

Citi

Location:
Mexico, Víctor Rosales, Zacatecas

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

Save Job

Apply Position

Job Description:

The Personal Banker 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:

Leverage Citi's customer leads and other lead generation techniques to identify new prospects and cross-selling opportunities with current clients
Discuss background/needs of prospect, clearly communicate potential solutions and promote/sell financial products such as account, credit cards, insurance, personal loans, investments
Execute integrated sales, relationship, credit strategies and outbound sales activities or conduct client visits
Cultivate partnerships with segment partners to obtain and provide referrals
On-board, resolve service issues and schedule periodic check-points with clients to provide value-added services
Understand and adhere to operational controls to ensure the safety and security of assets
Coach tellers and staff on products/special programs, identifying client needs, and providing appropriate referrals
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup

Requirements:

2-4 years of relevant experience
Banking, retail or other related sales and service experience preferred
Register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry and obtain a unique identifier from the Registry before engaging in mortgage loan originator activities
Demonstrated ability to develop and execute a sales plan
Proficient computer skills
Demonstrated ability to engage in outbound sales activities and acquire new business
High School diploma or equivalent

Nice to have:

Banking, retail or other related sales and service experience

Additional Information:

Job Posted:
October 07, 2025

Employment Type:

Fulltime

Work Type:

On-site work

View All Jobs In This Company

Job Link Share:

Welcome to CrawlJobs.com –
Your Global Job Discovery Platform

At CrawlJobs.com, we simplify finding your next career opportunity by bringing job listings directly to you from all corners of the web. Using cutting-edge AI and web-crawling technologies, we gather and curate job offers from various sources across the globe, ensuring you have access to the most up-to-date job listings in one place.