Financial Services Representative

hace 1 semana


Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo

The Financial Services Representative is a key role within Citi's Consumer Sales team, responsible for providing exceptional customer service and meeting sales targets for financial products and services. This position requires a strong understanding of financial and securities industry regulations, as well as excellent communication and problem-solving skills.

**Key Responsibilities:**

Develop and implement sales plans to achieve monthly and annual new asset referral targets
Interact with managers and directors to ensure ongoing communication regarding client needs
Develop and execute integrated sales and marketing strategies aligned to sales goals and support sales service activities
Ensure adherence to operational controls, including legal, corporate, and regulatory procedures, to ensure safety and security of client and bank assets
Monitor improvement of quality of investment consultant activities, including sales targets, referral targets, and compliance
Resolve client complaints and issues promptly and efficiently

**Requirements:**

2-5 years of relevant experience
Required licenses: Series 7, Series 63, Series 66, and Series 24 or 9/10
Previous sales experience preferred
Ability to communicate with all levels of management
Extensive knowledge of financial and securities industry regulations
Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
Effective problem-solving and decision-making skills
Consistently demonstrates clear and concise written and verbal communication

**Education:**

Bachelor's degree/University degree or equivalent experience

This role requires a strong understanding of the financial services industry and excellent communication and problem-solving skills. If you are a motivated and results-driven individual with a passion for sales and customer service, we encourage you to apply.

Citi is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

View the "EEO is the Law" poster. View the EEO is the Law Supplement. View the EEO Policy Statement. View the Pay Transparency Posting



  • Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo

    Job Summary:The Field Sales Representative is an entry-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location, in coordination with the broader Consumer Sales Team.Key Responsibilities:• Establish and maintain high-value accounts by...


  • Saltillo, Coahuila de Zaragoza, México Clarios A tiempo completo

    Job SummaryWe are seeking a highly skilled and motivated Financial Services Representative to join our team at Clarios. As a key member of our collections team, you will be responsible for locating clients, interviewing them to establish their ability to pay debt, and negotiating settlements by arranging clients' payments over longer time spans.Key...


  • Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo

    Job SummaryThe Field Sales Intermediate Officer is a key role within Citi's Consumer Sales team, responsible for delivering exceptional customer service and meeting sales targets for financial products and services. This position requires a strong understanding of financial and securities industry regulations, as well as excellent communication and...


  • Saltillo, Coahuila de Zaragoza, México Citigroup A tiempo completo

    Job Title: Coordinador Banca PatrimonialThe Coordinador Banca Patrimonial is a senior-level position responsible for providing exceptional customer service and meeting sales targets for financial products and services within their assigned district or location. This role requires a deep understanding of the financial industry and the ability to build strong...


  • Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo

    The Senior Financial Services Manager is a senior-level position responsible for providing customer service assistance and meeting sales targets for financial products and services within their assigned district or location. The overall objective is to utilize a wide range of product knowledge to build relationships with clients and recognize which financial...


  • Saltillo, Coahuila de Zaragoza, México Citi A tiempo completo

    The Senior Financial Services Manager is a senior level position responsible for providing customer service assistance and 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 a wide range of product knowledge to build...


  • Saltillo, Coahuila de Zaragoza, México Citigroup Inc. A tiempo completo

    The Senior Financial Services Manager is a senior level position responsible for providing customer service assistance and 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 a wide range of product knowledge to build...


  • Saltillo, Coahuila de Zaragoza, México Citigroup Inc. A tiempo completo

    Job Title: Coordinador Banca PatrimonialJob Summary:The Coordinador Banca Patrimonial is a senior-level position responsible for providing exceptional customer service and meeting sales targets for financial products and services within their assigned district or location. This role requires a strong understanding of the financial industry and the ability to...


  • Saltillo, Coahuila de Zaragoza, México Johnson Controls A tiempo completo

    Company Overview:Johnson Controls is a global leader in energy efficiency and indoor air quality solutions. Our company is dedicated to creating comfortable and sustainable environments for our customers.Job Summary:We are seeking a highly experienced Finance Director to lead our Saltillo Residential division. The ideal candidate will have a strong...

  • Financial Controller

    hace 1 semana


    Saltillo, Coahuila de Zaragoza, México Seco A tiempo completo

    Job Title: Financial Controller - MexicoWe are seeking an experienced Financial Controller to join our team in Mexico. As a key member of our finance department, you will be responsible for maintaining controls, records, and accounts to safeguard company assets and provide information for reports.Key Responsibilities:Maintain controls, records, and accounts...


  • Saltillo, Coahuila de Zaragoza, México Kohler A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Kohler Co. This role will be responsible for supporting financial planning activities, ensuring compliance with applicable laws and policies, and performing key financial controls.Key ResponsibilitiesSupports financial planning activities, including...

  • Medical Representative

    hace 2 semanas


    Saltillo, Coahuila de Zaragoza, México Servicios Comerciales Amazon Mexico S. De R.L. De C.V. - D44 A tiempo completo

    Job Title: On-Site Medical RepresentativeAt Servicios Comerciales Amazon Mexico S. De R.L. De C.V. - D44, we are seeking a highly skilled and experienced On-Site Medical Representative to join our team. As a key member of our safety and health team, you will be responsible for providing medical support and services to our employees in a fast-paced warehouse...

  • Financial Analyst

    hace 2 semanas


    Saltillo, Coahuila de Zaragoza, México Copeland A tiempo completo

    Job Title: Financial AnalystAt Copeland, we are seeking a highly skilled Financial Analyst to join our team. As a Financial Analyst, you will play a critical role in supporting the financial operations of our organization.Key Responsibilities:Perform and collaborate in the accounting closing process, ensuring timely completion of tasks such as PPV and Labor...

  • Financial Analyst

    hace 1 mes


    Saltillo, Coahuila de Zaragoza, México emerson A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Emerson. As a Financial Analyst, you will play a critical role in supporting the financial operations of our organization.Key ResponsibilitiesPerform and collaborate in the accounting closing process, ensuring timely completion of tasks such as PPV and Labor Analysis and...

  • Financial Analyst

    hace 1 semana


    Saltillo, Coahuila de Zaragoza, México Adient A tiempo completo

    Job SummaryAs a Financial Analyst at Adient, you will be responsible for resolving unposted or unpaid items, including communication and resolution of aged unpaid items with Accounts Payable and/or suppliers. You will develop professional trustful relationships with direct debit suppliers, resolve outstanding positions, and prepare reports within your team's...

  • Financial Analyst

    hace 1 mes


    Saltillo, Coahuila de Zaragoza, México Copeland A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Copeland. As a key member of our finance department, you will be responsible for performing and collaborating in the accounting closing process, preparing inventory reconciliations, and overseeing physical inventories.Key ResponsibilitiesPerform and collaborate in the accounting...

  • Financial Analyst

    hace 1 mes


    Saltillo, Coahuila de Zaragoza, México Copeland A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Copeland. As a key member of our finance department, you will be responsible for performing and collaborating in the accounting closing process, preparing inventory reconciliations, and overseeing physical inventories.Key ResponsibilitiesPerform and collaborate in the accounting...

  • Financial Analyst

    hace 1 mes


    Saltillo, Coahuila de Zaragoza, México emerson A tiempo completo

    Job SummaryWe are seeking a highly skilled Financial Analyst to join our team at Emerson. As a key member of our finance department, you will be responsible for performing and collaborating in the accounting closing process, preparing inventory reconciliations, and overseeing physical inventories.Key ResponsibilitiesPerform and collaborate in the accounting...


  • Saltillo, Coahuila de Zaragoza, México Steelcase A tiempo completo

    We are seeking a skilled Customer Service Representative to provide exceptional support to our Steelcase customers. As a key member of our team, you will be responsible for delivering top-notch customer experiences through various channels, including phone, email, and chat.**Key Responsibilities:**- Respond to customer inquiries and resolve issues in a...


  • Saltillo, Coahuila de Zaragoza, México emerson A tiempo completo

    Job Summary:We are seeking a highly skilled Financial Operations Specialist to join our team at Emerson. As a key member of our finance team, you will be responsible for performing and collaborating in the accounting closing process, including tasks such as PPV and Labor Analysis and Allocations, CAR2 Calculation, Sales and GP Reports, Headcount review, POR...