Financial Sales Associate
hace 2 meses
The Financial Sales Associate role at Citi is an entry-level position that requires meeting sales targets for financial products and services within a designated district or location. This position works in coordination with the broader Consumer Sales team to achieve the overall objective of utilizing basic product knowledge to build relationships with clients.
Responsibilities:
- Proactively approach Citi clients to establish real needs, understand client 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 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.
Qualifications:
- Previous relevant experience in financial sales and customer service preferred.
- Consistently demonstrates clear and concise written and verbal communication skills.
- Proficient computer and technology skills.
- Demonstrated sales skills.
- Effective problem-solving and negotiation skills.
- Demonstrated influencing and relationship management skills.
Benefits:
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.
Estimated Salary: $55,000 - $65,000 per year based on location and performance.
Educational Requirements: Bachelor's 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.
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