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 metri...