Branch Personal Executiveplaza Bugambilias (Zapopan)

Branch Personal ExecutiveThe Branch Personal Executive is an entry level position responsible for assisting 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 help increase sales to individual consumer clients.This job description provides a high-level review of the types of work performed.Other job-related duties may be assigned as required.ResponsibilitiesAttract and retain new customers and sell financial productsPromote and sell financial products such as account, credit cards, insurance, personal loans, investments, among other products; achieve monthly sales goalsComplete branch sales and/or visit clients and previously prospected customers for salesComplete customer retentionSelect the best course of action from a broad array of defined options, understanding the consequences of eachFulfill clients' necessities while providing an ...