Senior Financial Services Representative

hace 1 semana


Xalapa de Enríquez, Veracruz-Llave, México Citi A tiempo completo

Citi is seeking a highly motivated Senior Financial Services Representative to join our team in Xalapa. This is an exciting opportunity to work with a leading financial institution and contribute to the success of our Field Sales team.

Job Summary

We are looking for a results-driven individual who can provide exceptional customer service and meet sales targets for financial products and services. As a Senior Financial Services Representative, you will be responsible for establishing and maintaining high-value accounts, analyzing client needs, and promoting a wide range of financial products and services.

Key Responsibilities:

  • Establish and maintain high-value accounts by providing expert advice and promoting high-level portfolios and other financial products
  • Analyze new and existing client interests, problems, and potential need for new products and services
  • Receive and process service requests for clients to achieve their transfer and have a low percentage of rejections in customer certifications
  • Develop and maintain product and service knowledge as well as remain current on applicable regulations by attending internal training programs
  • Achieve or exceed decided sales targets set by management
  • Adhere to strict laws and regulations governing Telesales practices in a complex sales environment

Requirements:

  • 2-4 years of relevant experience
  • Previous experience in financial sales preferred
  • Proficient computer and technology skills
  • Consistently demonstrates clear and concise written and verbal communication
  • Working knowledge of relevant financial regulations
  • Effective problem-solving and negotiation skills
  • Demonstrated Influencing and relationship management skills

Benefits:

  • Competitive salary: $80,000 - $120,000 per year
  • Benefits package, including health insurance, 401(k) matching, and paid time off
  • Opportunities for career growth and professional development

About Citi:

Citi is an equal opportunity and affirmative action employer. We value diversity and inclusion and are committed to creating a workplace where everyone feels valued, respected, and supported.

EEO Policy Statement:

View the EEO Policy Statement here.



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