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 metrics.
**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.**Job Family Group**:
Customer Service
- **Job Family**:
Branch Service
- **Time Type**:
Full time
- **Most Relevant Skills**
Please see the requirements listed above.
- **Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.-
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