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.

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.

Job Family Group: Consumer Sales
Job Family: Branch Sales
Time Type: Full time
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.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.

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📌 BANAMEX BANQUERO INTEGRAL SUC 4352 LOMAS DE BOULEVARD CULIACAN (Culiacán Rosales)
🏢 Citigroup
📍 Culiacán Rosales