Financial Services Representative

hace 2 semanas


León de los Aldama, Guanajuato, México Citigroup Inc. A tiempo completo

The Citigroup Inc. is seeking a highly skilled and motivated Financial Services Representative to join their team. This role is responsible for meeting sales targets for financial products and services within their assigned district or location in coordination with the broader Consumer Sales team.

Key Responsibilities:

  • Service existing accounts and establish new accounts at designated location or assigned geographical coverage area in order to increase revenue for the bank
  • 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
  • Identify cross-selling opportunities to sell other products
  • Achieve or exceed decided sales targets
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency

Qualifications:

  • Previous relevant Field Sales experience preferred
  • Consistently demonstrates clear and concise written and verbal communication
  • Influencing and relationship management skills
  • Exhibit the ability to identify and recognize customer needs

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.



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