Volante de Ventas Tlalnepantla
Citygroup
TLALNEPANTLA, Estado de Mexico
hace 5 días

The Universal 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.

Responsibilities :

  • Attract and retain new customers, sell financial products, and provide services as needed to individuals
  • Conduct branch or visit client visit sales
  • Promote and sell financial products (e.g. account, credit cards, insurance, personal loans, investments)
  • Complete sales of financial products and services in branches (collection and placement products)
  • Serve as backup for the Personal Executive
  • Recommend new options to enhance productivity
  • Resolve basic to moderately complex problems based on practice and precedence
  • 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 :

  • 2-4 years of relevant experience
  • Previous financial sales and customer service experience preferred
  • Basic knowledge of Microsoft Office
  • 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.

    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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