Asesor Financiero Suc 4594 Plaza Villa Vallarta - Puerto Vallarta

Asesor Financiero Suc 4594 Plaza Villa Vallarta - Puerto Vallarta
Empresa:

Citygroup


Asesor Financiero Suc 4594 Plaza Villa Vallarta - Puerto Vallarta

Detalles de la oferta

The Branch Personal Executive 1 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
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.
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Grade :All Job Level - All Job FunctionsAll Job Level - All Job Functions - MX------------------------------------------------------
Time Type :Full time------------------------------------------------------
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citigroup Inc. and its subsidiaries ("Citi”) invite all qualified interested applicants to apply for career opportunities. 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 CLICK HERE.
To view the "EEO is the Law" poster CLICK HERE. To view the EEO is the Law Supplement CLICK HERE.
To view the EEO Policy Statement CLICK HERE.
To view the Pay Transparency Posting CLICK HERE.


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