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This entry-level position is responsible for assisting with sales, product, or service activities in coordination with the customer service team. The main goal is to foster customer relationships to build loyalty and help increase sales to individual consumers. Responsibilities include attracting and retaining new customers, promoting and selling financial products like accounts, credit cards, insurance, personal loans, and investments, and completing sales in branches or by visiting clients. The role requires 1-3 years of relevant experience and experience selling financial products. A high school diploma or equivalent is required.
El ejecutivo 1 personal de sucursal es un puesto de nivel inicial responsable de asistir en la ejecución de ventas, productos o actividades de servicio en coordinación con el equipo de servicio al cliente. El objetivo general de este cargo es fomentar las relaciones con los clientes para generar lealtad y ayudar a aumentar las ventas a clientes consumidores individuales.
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