Description
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.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 eachFulfilling 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.Qualifications1-3 year...
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