Banamex-Analista De Soporte Al Servicio- Afore- Queretaro (Santiago de Querétaro)

The Retention Analyst 1 is an entry‑level position responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team. The overall objective is to utilize basic product knowledge to build relationships with clients in order to recognize which financial products and services meet their needs.

Responsibilities

• Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi's products.
• Provide advice and product information to Citi clients as appropriate, outlining features and benefits.
• Build and maintain new and existing customer relationships.
• Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross‑sell an expansive set of products and services to new and existing customers.
• Achieve or exceed decided sales targets.
• 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

• Previous relevant experience in financial sales and customer service preferred.
• Consistently demonstrates clear and concise written and verbal communication.
• Proficient computer and technology skills.
• Demonstrated sales skills.
• Effective problem‑solving and negotiation skills.
• Demonstrated influencing and relationship management skills.
• Licenciatura Trunca.
• Experiencia mínima de 2 años en Servicio a Cliente.
• Atención Personalizada – Retención de cliente.
• Conocimiento en Administración de Fondos para el Retiro o Inversiones.
• Paquetería de Office (Intermedio).

Education

• Bachelor's degree/University degree or equivalent experience.

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: Consumer Sales | Job Family: Consumer Product Sales | Time Type: Full time. View Citi's EEO Policy Statement and the Know Your Rights poster.